Establish a Salesforce CRM Database in 3 Steps

An essential part of a successful development department is organized and detailed data collection. No matter the nature of the nonprofit, it is vital to track names, contact information, donations, opportunities, and more. While this level of tracking may seem extensive, it ensures that you’re making the most of your donations and not leaving any money on the table.

Having a database that not only houses your data, but also supports your current and future efforts through its reporting and task management tools is crucial for your operations and campaigns, which is why Cogeo recommends that all organizations use a Customer Relationship Manager, or CRM. The CRM that we trust and recommend is Salesforce.org Nonprofit.

Learn what a CRM is, why Salesforce is a great choice for the future of your nonprofit, and how to establish a free Salesforce Nonprofit account.

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