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Managing And Engaging Volunteers With Salesforce

Volunteers are the heart and soul of most nonprofit organisations. They provide invaluable support, skills, and dedication, all of which are essential for the success of a nonprofit’s mission. However, without the correct technology managing volunteers can be a daunting task. Luckily for nonprofits Cirrico has the solution, a Salesforce implementation. A bespoke Salesforce implementation from Cirrico empowers volunteers to help accelerate the impact of their nonprofit organisation.

Streamlined Volunteer Recruitment

Salesforce can help nonprofits manage their entire volunteer recruitment process. With Salesforce, nonprofits can create custom forms and applications to gather important information about potential volunteers, such as their skills, availability, and interests. This information can be used to match volunteers with the right opportunities and ensure that they are a good fit for the organisation.

Salesforce also allows nonprofits to automate their recruitment process by creating workflows and triggers. For example, nonprofits can set up automatic email reminders to follow up with volunteers who have applied for a volunteer opportunity.


Simplified Volunteer Onboarding

Onboarding volunteers can be a time-consuming process, especially for organisations with a high volume of volunteers. Salesforce can help nonprofits streamline their onboarding process by providing a centralised platform for volunteers to complete necessary paperwork, such as background checks and liability waivers. Nonprofits can also use Salesforce to create custom training modules to ensure that volunteers are properly trained and equipped to fulfil their roles.


Enhanced Volunteer Communication

Effective communication is key to engaging and retaining volunteers. Salesforce provides nonprofits with a centralised platform to communicate with volunteers via email, text, or social media. Nonprofits can also create custom communication templates and workflows to send personalised messages to volunteers based on their interests and preferences.

Salesforce also provides a way for nonprofits to track volunteer communication history, such as email open rates and click-through rates. This information can be used to better understand how volunteers are engaging with the organisation and to make adjustments to communication strategies as needed.


Improved Volunteer Scheduling

Scheduling volunteers can be a complex task, especially for nonprofits with multiple volunteer opportunities and locations. Salesforce can help nonprofits simplify their scheduling process by providing a centralised platform for managing volunteer schedules. Nonprofits can create custom schedules for each volunteer opportunity and assign volunteers based on their availability and preferences.

Salesforce also allows nonprofits to set up automatic reminders for volunteers to confirm their shifts and send notifications to volunteers when changes to the schedule are made.


Volunteer Reporting

Tracking volunteer hours and impact is essential for nonprofits to demonstrate their impact to donors and stakeholders. They can also highlight their demand through measured KPIs if they are funded by the local council, showing that they require more funding to expand their services. Salesforce provides nonprofits with a centralised platform to track volunteer hours and generate custom reports. Nonprofits can also track volunteer impact by recording the outcomes of volunteer projects and activities.


Increased Volunteer Engagement

Engaging volunteers is essential for retaining their support and commitment to the organisation’s mission. Salesforce can help nonprofits increase volunteer engagement by providing a personalised experience for each volunteer. Nonprofits can use Salesforce to track volunteer interests, preferences, and feedback and create customised volunteer opportunities that align with their skills and interests.


Interested in implementing Salesforce

Cirrico has been a Salesforce Partner since 2014, we have vast amounts of experience implementing Salesforce for nonprofits. If you are interested in implementing Salesforce for your nonprofit then take a look at our Success Stories. 

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