The Advantages of Integrating VolunteerHub with Salesforce CRM
85% of volunteers donate to the nonprofits they volunteer for (Global Trends in Giving Report). Integrating VolunteerHub with Salesforce can help your organization leverage this relationship.
When you operate a nonprofit and manage volunteers and donors, you likely understand the impact and value of their contributions. Volunteers provide time and skills to help you achieve your larger goals, and donors provide the funding necessary to keep the program moving toward its mission. While volunteers and donors are essential to a nonprofit's success, managing constituent data and identifying trends can be challenging.
To streamline your processes, enhance experiences, reduce redundancy, and improve communication, consider integrating VolunteerHub with your customer relationship management (CRM) software, like Salesforce.
The Salesforce CRM Platform
Salesforce has become a cornerstone for numerous nonprofit organizations seeking to streamline their donor management, enhance marketing efforts, improve customer service, and optimize operational tasks. As one of the largest and most renowned CRM providers globally, Salesforce has established itself as the go-to platform for nonprofits looking to effectively manage donors. Its versatility and scalability make it a valuable tool for nonprofit organizations of all sizes, helping them track donor interactions, manage fundraising campaigns, retain more donor constituents, and analyze data to drive strategic decision-making.
What Is VolunteerHub?
VolunteerHub is the leading volunteer management platform designed to help nonprofits recruit, engage, and organize volunteers efficiently. With a proven track record of success and trust from thousands of organizations worldwide, VolunteerHub is the go-to solution for nonprofits of all sizes. From Habitat for Humanity affiliates to Feeding America Food Banks and Ronald McDonald House Charities, VolunteerHub has been instrumental in helping many organizations achieve their mission and make positive impacts in their communities. Its user-friendly interface, customizable features, and integrations make it a valuable asset for any nonprofit looking to optimize its volunteer management processes.
Features of VolunteerHub include:
- Recruitment: VolunteerHub can help improve your volunteer recruitment process through branded event landing pages, self-registration from any device with an internet connection, and email and text communications. The platform also includes automated record management.
- Scheduling: Organize your volunteers' schedules effortlessly, create new volunteer events, track registrations, allow volunteers to sign up from any location, and establish waitlists for volunteers.
- Hour tracking: Tracking volunteer hours manually is time-consuming. With VolunteerHub, you can automate the process.
- Database: The VolunteerHub platform lets you keep a database of volunteers with contact information, skills, availability, and more in a centralized location.
- Recognition: Incentivize employees through reward and recognition features.
- Reporting: Create detailed reports (standard, custom) so you can get insight into volunteer hours, activities, and volunteer impact.
- Fundraising: VolunteerHub can be used to ask volunteers for donations and collect payments. You can post direct links to various fundraising campaigns, create custom ask messages, and prompt volunteers to donate automatically when they sign up for volunteer events.
A list of all of VolunteerHub's industry-leading features can be found on their pricing page.
Why Integrate VolunteerHub with Salesforce CRM?
Integrating VolunteerHub with Salesforce CRM can optimize how nonprofits manage their volunteer programs and donor relationships. By synchronizing data, your organization can have a unified database of volunteer information, streamlining communication and recruitment efforts. The integration enables more efficient processes, personalized engagement, and data-driven decision-making. With the ability to track impact, understand the relationship between volunteers and donors, measure outcomes, and optimize fundraising efforts, your organization can maximize its impact and achieve its mission more effectively.
There are so many features of VolunteerHub that stand out. A few of the most valuable features for us have been waivers, landing pages, group functionality, automated communications, and integration with Salesforce.
Liz Salter, Director of Community and Donor Engagement for Habitat for Humanity Washington D.C. & Northern Virginia
Unified Data Management
Integrating VolunteerHub with Salesforce CRM can help ensure your volunteer and donor data is synchronized, providing you with unified constituent information. VolunteerHub's integration with Salesforce allows you to synchronize your VolunteerHub user data, such as contact information, event registration, and volunteer hours, with Salesforce. The integration provides full-picture insights into your constituents, empowering your organization to make informed decisions and optimize processes for impact.
VolunteerHub's integration with Salesforce can help eliminate duplicate entries and improve the workflow between platforms, reducing administrative overhead and freeing up staff time.
More Seamless Communication
By having a deeper insight into the connection between volunteers and donors, your organization can craft more strategic communications that resonate with both groups. This strategic approach may involve inviting volunteers to not only donate their time but also support financially, creating a more holistic engagement strategy. Conversely, by engaging donors in volunteer opportunities, you can provide them with a hands-on experience of the impact their contributions are making.
Integrating volunteer and donor data allows you to see when your high-profile donors are volunteering, allowing you to strengthen their connection to your cause and showcase their involvement to inspire others.
Enhanced Analytics
Integrating VolunteerHub and Salesforce allows you to generate more comprehensive reports and analytics through volunteer data and CRM data. You get more insight into volunteer/donor demographics, trends related to volunteer and donor engagement, impact management, and ROI. With more constituent data, your organization can make data-driven decisions and better optimize your programs.
Volunteer Fundraising
By integrating VolunteerHub with Salesforce, your organization gains the ability to identify potential donors among your volunteers and track their contributions effectively. This integration allows you to target your fundraising appeals strategically, leveraging insights from volunteer engagement to cross-promote donation opportunities. By understanding the overlap between your volunteer base and potential donors, you can tailor your outreach efforts to maximize fundraising success and cultivate lasting relationships with supporters.
Preparing for Integration
Before performing any integration, ensure you know what you hope to achieve and your current systems' features and functions. Clean and backup all of your data to ensure consistency and accuracy between systems. Identify the fields and records you want to sync and share between systems.
Here is a chart that shows how fields are synced between VolunteerHub and Salesforce.
Final Thoughts
Integrating VolunteerHub with Salesforce can help your organization streamline its processes, enhance communication and engagement, and leverage data-driven insights to achieve your mission.