Is Salesforce Sales Engagement Right for My Nonprofit?

Salesforce Sales Engagement

It’s time for the annual donor campaign. The fundraising team is juggling hundreds—if not thousands—of emails, phone calls, and follow-up tasks. The budget depends on topping last year’s donations. Yet without the benefit of some additional help, the team can’t accomplish everything. The executive director asks, “How can we reach every potential donor, without adding staff, or at least focus our resources on the most likely givers?” 

Sound familiar? Every nonprofit faces the same dilemma: too much to do and too little time and resources. But Salesforce offers a tool to solve this problem by keeping your team organized, on task, and working smarter instead of harder. Let us introduce you to Salesforce Sales Engagement.

What Is Salesforce Sales Engagement?

At its core, Salesforce Sales Engagement is like a high-powered assistant for your inside sales, fundraising, or program engagement teams. The platform provides a productivity hub directly within Salesforce that organizes, automates, and streamlines the team’s daily activities. 

Sales Engagement offers cadences and work queues, which ensure staff don’t miss a single email, call, or task. The system centralizes important to-dos, details, and outreach activities, which means less time hunting for information and more time engaging constituents. Plus, its built-in artificial intelligence helps users make data-driven decisions, so you can focus on the constituent communication that works best and tweak what doesn’t. 

Formerly called High-Velocity Sales, Sales Engagement is a turbocharged workspace, accelerating development cycles and scaling processes easily. By prioritizing the right tasks and automating others, the team can focus more on developing meaningful constituent relationships and gaining commitments faster. 

Engagement Cadences: Your Sales Playbook in Action

Cadences operate like a step-by-step roadmap guiding a team through how and when to engage with your stakeholders. Whether it’s a donor drive, promoting program registration, or managing membership renewals, cadences ensure a consistent and structured approach to communication. You can build multiple cadences for different scenarios and constituent groups. 

Here’s how it works: 

  • Standard cadences involve a sequence of actions over time. For instance, when onboarding a new member, you might schedule a series of emails, calls, LinkedIn InMail messages, and check-ins across their first 30 days. 
  • Quick cadences are simpler, involving one repeatable step. An example could be sending a thank-you email after someone donates or attends an event. 

The cadence builder makes creating custom workflows specific to your nonprofit’s needs quick and simple. You can even set up positive and negative tracks to make actions relevant to what a constituent does. So, if a donor opens an email, you can follow up with a call, but if they don’t, you can nudge them with another email. 

The best part? Your team doesn’t need to memorize or track the cadence steps. The cadence works in the background and simply assigns tasks as needed to a team or individual’s work queue. 

Reporting and Analytics: Data Driving Success

To manage it, you need to measure it. Salesforce’s Sales Engagement comes with built-in reporting and analytics to help you track, evaluate, and improve your efforts. 

With dashboards and reports, you can see how well your cadences, emails, and call scripts perform. This helps you know what’s working and where to coach the team for better results. Maybe your donor outreach emails are seeing a low open rate. You can test different messaging or timing to improve engagement with some simple updates to the cadence and email template. It’s data at your fingertips to make smarter decisions without major process changes.

Sales Engagement goes beyond just tracking how many people opened an email or answered a call. You can think bigger by tying the numbers to your nonprofit’s goals to show the impact of effective outreach. That is truly data driving success. 

What if I Already Use a Flow for Outreach?

If your nonprofit is already using a Salesforce flow to manage outreach, your might wonder: “Do I really need Sales Engagement?” Yes, if you’re looking to do more work with less effort. 

While flows are great for some automation, Sales Engagement takes things to the next level. Its features like call scripts and advanced task prioritization propel your team’s productivity potential. Creating cadences is also faster and simpler in Sales engagement, with built-in flexibility to adjust steps based on engagement outcomes. 

In short, Sales Engagement comes ready with features that likely will outperform a simple flow, including additional automation, logic, and timesavers. That means a more effective, efficient team supporting your nonprofit. 

Ready to Get Engaged?

Salesforce’s Sales Engagement isn’t just for big corporations or sales teams. It’s a powerful tool that can help your nonprofit better drive membership, donations, and program participation. 

The first step is simple - connect with Galvin to make the most of the platform. We’ll empower your team to accomplish more on behalf of your nonprofit and its constituents.

WANT TO TALK WITH OUR CONSULTING TEAM?

We’d love to work with you on your Salesforce needs. Our team of certified Consultants can work closely with your team to close more deals. Call us at 317-297-2910 or complete the form below.

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