In November 2024, we had the privilege of hosting over 60 of our AMER partners to explore the future of nonprofit payments. The event was a fantastic opportunity to engage with incredible minds, discuss how technology can empower nonprofits, and connect with the Salesforce Nonprofit Leadership team.
Our very own Jessica Hood has shared three key takeaways from this insightful dayโletโs dive in!
๐๐ด๐ฒ๐ป๐๐ณ๐ผ๐ฟ๐ฐ๐ฒ: ๐ฅ๐ฒ๐๐ผ๐น๐๐๐ถ๐ผ๐ป๐ถ๐๐ถ๐ป๐ด ๐ก๐ผ๐ป๐ฝ๐ฟ๐ผ๐ณ๐ถ๐ ๐ฆ๐ผ๐น๐๐๐ถ๐ผ๐ป๐
The Summit highlighted Agentforce’s potential to transform how nonprofits leverage technology. By creating sophisticated, AI-driven solutions, Agentforce is extending the capabilities of the Salesforce platform in remarkable ways. Some standout examples demonstrate the profound impact of this technology on its own and with FinDock. Imagine agents who can:
- Streamline complex payment matching, saving valuable time for development operations teams
- Support donors in increasing their recurring contributions
- Provide autonomous 24/7 support for critical services like emergency food, housing, and disaster relief
- Automatically answer volunteer questions, schedule shifts, and generate impact reports
These innovations are not just technological improvements; they’re game-changers for organizations seeking to maximize their impact.
๐๐ถ๐ฟ๐ฒ๐ฐ๐ ๐ ๐ฎ๐ถ๐น: ๐ฅ๐ฒ๐ถ๐บ๐ฎ๐ด๐ถ๐ป๐ฒ๐ฑ, ๐ก๐ผ๐ ๐๐ฒ๐ฎ๐ฑ
Despite predictions of its demise, direct mail remains a top revenue source for many nonprofits. However, traditional direct mail strategies often struggle with data segmentation and reporting. Salesforce is changing this narrative.
During the summit, Dustin K. Pitts and Justin Gilmore unveiled groundbreaking innovations in Nonprofit Cloud’s direct mail capabilities. The key highlights include:
- Real-time, data-driven mail segmentation for business users
- Integration with FinDock to process gifts directly within Salesforce
- Innovative approaches to bridging offline and online donation experiences
FinDock’s solution bring gift processing inside Salesforce allowing organizations to enable:
- Personalized QR codes that link direct mail responses to specific campaigns, source codes and segments
- Seamless gift entry and ACH processing
- Options for donors to make additional one-time donations against a stored card – ideal for current Sustainers
- Automated check processing and reconciliation
- Lockbox file processing that automatically creates and links donation records
๐ฆ๐๐ฟ๐ฎ๐๐ฒ๐ด๐ถ๐ฐ ๐๐ป๐๐ถ๐ด๐ต๐๐ ๐ณ๐ฟ๐ผ๐บ ๐๐ต๐ฒ ๐๐ ๐ฒ๐ฐ๐๐๐ถ๐๐ฒ ๐ฃ๐ฎ๐ป๐ฒ๐น
The executive panel, featuring Salesforce’s nonprofit industry leaders Kimberly (Smith) Bradberry, Lori Freeman, Michael Force and Chris Biggs, offered critical insights into preparing for the Agentforce era. Their advice centered on three key data strategy considerations:
- ๐จ๐ป๐ถ๐ณ๐ถ๐ฒ๐ฑ ๐๐ฎ๐๐ฎ ๐ฆ๐ผ๐๐ฟ๐ฐ๐ฒ๐: Ensure that all data is consolidated into a single, accessible source for AI agents.
- ๐๐ฎ๐๐ฎ ๐๐ผ๐๐ฒ๐ฟ๐ป๐ฎ๐ป๐ฐ๐ฒ: Develop comprehensive acceptable use policies. Many organizations lack clear guidelines for data management, making it crucial to establish robust governance frameworks.
- ๐๐ ๐ฃ๐ผ๐น๐ถ๐ฐ๐ ๐๐ฒ๐๐ฒ๐น๐ผ๐ฝ๐บ๐ฒ๐ป๐: Create a structured approach to AI implementation. While CIOs are excited about AI’s potential, a thoughtful policy that addresses risk mitigation and usage guidelines is essential.
๐ง๐ต๐ฒ ๐๐ผ๐น๐น๐ฎ๐ฏ๐ผ๐ฟ๐ฎ๐๐ถ๐๐ฒ ๐๐๐๐๐ฟ๐ฒ ๐ผ๐ณ ๐ก๐ผ๐ป๐ฝ๐ฟ๐ผ๐ณ๐ถ๐ ๐ง๐ฒ๐ฐ๐ต๐ป๐ผ๐น๐ผ๐ด๐
The FinDock Partner Summit exemplifies a new model of technological innovationโone built on partnership, flexibility, and shared vision. By bringing together Salesforce, system integrators, FinDock, and nonprofit organizations, we’re creating an ecosystem that can rapidly adapt to changing needs.
This collaborative approach isn’t just about technological advancement. It’s about empowering organizations to work more efficiently, reach more people, and create greater impact in their communities.
As we look to the future, one thing is clear: the most powerful solutions will emerge from strategic partnerships that prioritize innovation, accessibility, and human-centered design.
