See More. Do More. Grow More.

Managing Growth and Sharing Knowledge

Traditionally, non-profits have always had to get more with less. More donors, with less support staff. More volunteers, fewer volunteer coordinators. As always, non-profit staff, board members, and volunteers rise to the occasion to get the job done, whatever it may be. With Cloud2b’s implementation experts, you can elevate your staff and volunteers to do more with the same powerful tools, reports, and insight that Fortune 500 companies use to meet their own goals.

What We Do

We work with non-profits to fill the gaps in their processes. No matter if you’re a brand-new non-profit or you’ve been around for generations: When you combine Cloud2b’s intimate knowledge of non-profit practices with Salesforce’s Non-Profit Success Pack, the result is tailored implementation that works for you. Imagine being able to streamline donor communications, annual reports, event organization, to name a few. Imagine the impact you and your team could make with more time to invest in..well, whatever areas need your attention the most.

Save Time, Love Automation

Mail merges in Word documents. Updating a “master” spreadsheet then emailing it to everyone so they have the “up to date” version. Asking around the office “Who spoke to Gail Johnson last week? Do you remember what you talked about?” These are all problems of the past. When you partner with Cloud2b, we show you how you can save time with your most redundant, though important, tasks. Now, when you call a donor, Salesforce knows it’s you who called, when you called, and the outcome of the call. So, when you’re out on vacation and they call back, your sub can pick up where you left off.

Share Knowledge

When you’re running a huge capital campaign, coordination between departments is a requirement, but actually making that coordination seamless can be harder than it seems. With Salesforce, you can easily and quickly see that the Johnson family from Portland who is attending your event is the same Johnson family who just donated a fleet of kayaks to the after school program. So, when your event coordinator calls to confirm their vegetarian meal, he can also be sure to thank them again for their generous donation. Lost emails, paper trails that lead to dead ends are history. Say hello to elevated knowledge.

Integrate Systems and Departments

“A rising tide lifts all ships.” This adage holds true for various departments within a non-profit. When each department has the tools, insights, data, and information they need, that department can succeed. When all departments have what they need, and they can easily see and communicate that with their colleagues, it is easier to accomplish your mission. Cloud2b works with your various departments to understand how they each work, how they relate to one another, and how they all fit in together to achieve your organization’s mission. Our knowledge and Salesforce’s vast resources make your life a bit easier. And we like it that way.

Unlimited Tools, More Visibility

The beauty of Salesforce is in its simplicity and open-source software. Just as “at home” in a 2-person non-profit as it is at a 10,000 person multinational company, Salesforce can grow with you. And depending on your specific needs, Salesforce’s open source system allows a near infinite number of “apps” that do just about anything. Need to map out the best route to canvas a neighborhood? There’s an integration for that. Need to create beautiful graphs to illustrate your data more clearly? There’s an integration for that. Cloud2b is uniquely qualified to help your organization not only set up your database, but we are also experts at understanding what Apps can help take your organization to the next level to achieve your goals.

Focus on Relationships

Relationships drive non-profits. From your board members to your volunteers, what you communicate with them, how frequently you communicate, and the message you communicate is of the utmost importance. When you’re working in a unified platform like Salesforce, this streamlining of communications is invaluable. Why are relationships important? Well, let’s say you run a summer camp and your biggest donor’s grandson was just put on a wait list, because your camp registrar didn’t know that Johnny Melrose was the grandson of Mary Baumann. Well, you can kiss that recurring donation goodbye. But, if the registrar is using Salesforce, she can see at a glance the relationship between Johnny and Mary, avoid a costly mistake, and thank Ms. Baumann for her generosity.

Continuous Improvement

As a growing organization, your work is never done. As you continue to grow, your needs will evolve and change, and with it, so should your skill sets and business tools. Solutions that worked well at first may seem slow, underwhelming, or simply ancient today. With Cloud2b, we are always on the cutting edge of new processes, flows, and best practices. When you work with us, we make sure you stay relevant through ongoing training and continuous improvement. We make it our job to know what works in today’s fast-paced business environment so you don’t have to. Our professionals then train your team to bring these skills in house to ensure you can remain at your peak as your organization grows and scales. 

At Cloud2b, we understand that every non-profit has its own way of doing things, its own goals, and an intense desire to always pursue their mission. We also understand that there is no “one size fits all” solution for every non-profit. That’s why we take the time to work with your team to discover what drives you, what is holding you back, and where you want to go. Let’s go there together.