Program tracking, resource allocation, and donor relations are key components to running a nonprofit organization. However, with constant growth and fundraising, these aspects can be difficult to manage. It is critical for nonprofits to properly track donations, program outcomes, and resource allocation to help ensure the organization’s continued success. Maintaining multiple programs and their outcomes can be complex and confusing, especially when using that data to generate insights and reports. A robust customer relationship management (CRM) system can be essential to help facilitate these facets of a nonprofit organization.
Salesforce Nonprofit Cloud for Program Management is an excellent option for nonprofits looking for a flexible and scalable solution to manage their programs and benefits. Designed to enhance the effectiveness and impact of nonprofit initiatives, this platform is part of the broader Nonprofit Cloud suite, which also includes solutions for case management, fundraising, and grantmaking. By streamlining program management, this robust system can help nonprofits achieve better outcomes and increase their impact.
Key Features of the Salesforce Nonprofit Cloud Program Management Module
Salesforce has tailored this program management module to address essential functions for nonprofit programs. Salesforce unites team members across the organization to help improve collaboration and communication. Unifying nonprofit project management and outcomes with Salesforce can help nonprofits with strategic decision making. Here are key tools that can help drive the success of an organization’s program management:
- Comprehensive Program and Benefit Management: Aggregate program and benefits information for more accurate and accessible insights. Having a centralized program can help improve visibility and tracking. With defined organizational programs and benefits, you can easily drill down into tracking, delivery, and benefits data to generate real-time performance reports.
- Customizable Program Fields: Create custom fields within the program to collect key metrics. Having program-specific fields tailored to your business objectives can more efficiently automate reports and insights on important information, such as demographics, needs assessments, and progress metrics.
- Scheduling and Enrollment: Simplify your benefit’s schedule with mass enrollment, drop-in services, and recurring benefits. Scheduling recurring benefits sessions can help continuously educate and support participants.
- Tracking Attendance and Disbursements: Automate attendance tracking and recording while recording the delivery of services to those participants with the program management solution. The solution also has a mobile tracking feature for field staff to efficiently capture participants and their benefits and disbursements.
- Reporting and Dashboards: Customize reports and dashboards to visualize program performance and efficiently identify areas for improvement. The accurate and real-time reports generated within the program can help stakeholder management with meaningful insights.
- Program Impact Measurement: Demonstrate effectiveness and make informed decisions with tools to measure, analyze, and evaluate the success and impact of programs. With the help of a trusted partner, utilize program impact metrics to improve upon the platform and realign customizations with your business goals.
How Forvis Mazars Can Help
With 93% of nonprofit customers achieving positive return on investment (ROI), Salesforce Nonprofit Cloud continues to be a leading CRM platform for nonprofits.1 Enlisting the help of a certified Salesforce partner can help you achieve your business goals and drive greater impact for your nonprofit with the Salesforce Nonprofit Cloud Program Management module. Our experienced professionals are ready to help you increase your team collaboration and achieve ROI with Salesforce. Contact us today at Forvis Mazars for a demo of the Salesforce Nonprofit Cloud Program Management module and learn how we can help modernize your nonprofit.
- 1“Salesforce for Nonprofits,” salesforce.com, 2025.