How to Handle Moves Management With Nonprofit Cloud

Moves management is the process of identifying and qualifying donors, building relationships with them, and attempting to upgrade them to the next level of giving or engagement. This process requires coordination across multiple staff members and teams, and it can be challenging for nonprofits to manage donor life cycles and major giving.

With patience and long-term planning, moves management pushes each supporter closer to donating or upgrading. This is why having technology that facilitates meticulous documentation, teamwide collaboration, and centralized data is so important.

In this guide, we’ll explore the top ways your nonprofit can use Salesforce Nonprofit Cloud to oversee and streamline moves management.

Ensure data is clean and consolidated.

Double the Donation’s guide to moves management lays out the six basic steps in the process: defining a target audience, identifying and analyzing prospects, setting donation goals, creating donor cultivation plans, requesting gifts, and identifying next steps. Clean and accurate data plays a central role during each of these steps.

Clean data is complete and free of errors. Using Nonprofit Cloud (NPC) to track and analyze moves management information enhances your data by:

• Consolidating information in one place. NPC is built into the Salesforce platform core and is now a member of the many Salesforce Industry-specific Clouds. This means that any data collected with NPC, other Salesforce tools, and integrated third-party products is automatically funneled into your CRM.
• Standardizing and automating data entry. NPC reduces human input errors because data is automatically consolidated rather than manually transferred from multiple sources. Salesforce organizational data entry standards through pre-built standard fields, validation rules, drop-down menus, and mandatory fields.
• Displaying key donor data. NPC integrates with other Salesforce tools like OmniStudio. This is a suite of digital engagement tools users can leverage to simplify complex online processes. For example, using OmniStudio, moves management staff can create FlexCards that display information about a prospect, their history with your organization, and notes from past interactions outside of the CRM to enhance visibility.

NPC offers included objects, and custom objects if needed, that can store qualitative and quantitative data. Both types are necessary for thorough prospect research and decision-making during the moves management process.

For example, you need to consider qualitative data, like donors’ affinity for your mission, and quantitative data, like the number of interactions you’ve had with them, to gauge the best timing for a solicitation.

Carefully track interactions with prospective major donors.

Each touch or experience major donors and prospects have with your nonprofit is meaningful. These interactions should be tracked in your CRM, so your nonprofit can better understand donors, deepen relationships, and tailor the timing and content of solicitations to their preferences.

Nonprofit Cloud makes it easy to track each major donor’s status with the following tools:

• Fundraising Portfolio Management: With this tool, fundraisers will gain access to a comprehensive view of their donor portfolio. Your staff can update a donor’s status, track interactions, and create action items from this portfolio. This also makes it easier to hand off donors to other team members and create data-informed donor engagement strategies.
• Individual Donor Profiles: Major donor information is critically important to successful move management, but consolidating relevant data can be challenging. Donor profiles provide comprehensive overviews of donors’ giving history, financial status, life events, interests, and more. Staff can add or update information as needed.

In addition to Nonprofit Cloud, Salesforce offers other solutions that can help manage donors. Fíonta’s guide to data management recommends exploring tools like Insights Platform Data Integrity, Marketing Cloud Account Engagement (MCAE), and Experience Cloud. These tools can assist with data hygiene, communication deployment and personalization, and customized experiences.

Each of these tools works seamlessly with Nonprofit Cloud, ensuring no donors or interactions are overlooked.

Leverage automation.

Nonprofit Cloud allows organizations to set up automated workflows, which it refers to as guided flows, to manage gift entry and commitments. Not only do these fundraising flows save your team time on repetitive tasks, but they can also maintain set schedules and share notifications. This keeps staff on track, helps them maintain consistent contact with major donors, and prevents potential gifts from falling through the cracks.

Some of the guided fundraising flows automate:

• Gift entry: Creates, processes, and updates gifts in your CRM.
• Gift commitment documentation: Attribute active gift commitments to donors, coordinate processing based on commitment schedules, and automatically close out the commitment when a gift is made.
• Gift commitment schedule management: Create, customize, and update gift commitment schedules. Pause and resume schedules as needed.

Flows are an out-of-the-box functionality available with Nonprofit Cloud that your organization can customize according to its needs and preferences. Consider working with a technology consultant that specializes in Salesforce to tailor the solution to your nonprofit’s current goals and priorities.

Unify your moves management team.

Your moves management or development team must collaborate with each other and other departments at your organization to research prospects, attract donors, build relationships, and encourage upgrades. After all, each team and staff member shares similar goals: to attract and retain donors while maximizing revenue.

NPC enables your staff to collaborate by:

• Centralizing data and giving all teams access to the same information.
• Standardizing data formats so all teams speak the same “language.”
• Encouraging detailed, thorough documentation through mandatory fields, the Salesforce mobile app, and more to give everyone detailed context on donor relationships.
• Syncing staff calendars with Salesforce, giving other staff members visibility of meetings with donors.
• Promoting regular communication with collaboration tools like Salesforce Chatter.

Keep in mind that Nonprofit Cloud is highly customizable and compatible with thousands of Salesforce-native apps and solutions. This means that you can overcome any communication obstacles between your teams while keeping all data contained within your CRM.

Effective moves management is key to funding your operations, projects, and growth. With Nonprofit Cloud, your organization can seamlessly consolidate its moves management data onto one platform and develop customized systems and workflows. This gives each team member the context and tools they need to manage and strengthen your nonprofit’s relationships with top donors.