{"id":9354,"date":"2022-02-09T16:04:42","date_gmt":"2022-02-09T16:04:42","guid":{"rendered":"https:\/\/teamheller.com\/?p=9354"},"modified":"2025-05-29T15:50:16","modified_gmt":"2025-05-29T15:50:16","slug":"key-takeaways-from-the-2022-salesforce-nonprofit-trends-report","status":"publish","type":"post","link":"https:\/\/teamheller.com\/resources\/blog\/key-takeaways-from-the-2022-salesforce-nonprofit-trends-report","title":{"rendered":"Key Takeaways from the 2022 Salesforce Nonprofit Trends Report"},"content":{"rendered":"<p>After the twists and turns of the past couple of years, I think it\u2019s important to take a look at how nonprofits are faring. The most recent <a href=\"https:\/\/www.salesforce.org\/nonprofit\/nonprofit-trends-report\/\" target=\"_blank\" rel=\"noopener\">Nonprofit Trends Report from Salesforce<\/a> does just that. It offers helpful insights into nonprofits\u2019 challenges and how some nonprofits continue to thrive no matter what comes their way.<\/p>\n<h2><strong>Takeaways from the Salesforce Nonprofit Trends Report<\/strong><\/h2>\n<p>While the report covers multiple topics, a few big takeaways stood out to me in relation to nonprofit technology and what we\u2019re seeing here at Heller Consulting:<\/p>\n<h2><strong>1. Staffing is a roller coaster.<\/strong><\/h2>\n<p>The report\u2019s findings show that:<\/p>\n<ul>\n<li>About one-third (33%) of organizations changed their size based on increased demand for services, while another third (30%) changed their size based on reduced demand.<\/li>\n<li>Regardless of whether a nonprofit had to lay off or furlough employees, nearly half (48%) expect to add headcount or staff within the next 12 months.<\/li>\n<li>85% of those surveyed say staff retention will continue to or increasingly become a challenge.<\/li>\n<\/ul>\n<p><strong>My take:<\/strong> Nonprofits facing staffing challenges would do well to turn to automation technology. For example, implementing <a href=\"https:\/\/teamheller.com\/resources\/blog\/why-nonprofits-need-marketing-automation\" target=\"_blank\" rel=\"noopener\">marketing automation<\/a> and other process automation technologies can help minimize time-consuming manual processes and smooth out the impact of staff changes while allowing you to build and manage personalized constituent journeys.<\/p>\n<p>Another consideration: As nonprofits face ups and downs when it comes to staffing, training becomes more important than ever. It shouldn\u2019t be only a one-time event after a new technology implementation. Instead, it should involve process documentation and ongoing tech training opportunities for new employees to help your organization <a href=\"https:\/\/teamheller.com\/resources\/blog\/why-change-management-is-well-worth-it-for-your-nonprofit\" target=\"_blank\" rel=\"noopener\">manage change<\/a> for years to come.<\/p>\n<h2><strong>2. Data management is a challenge.<\/strong><\/h2>\n<p>According to the report:<\/p>\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li>Three in 10 nonprofits struggle with data management across the organization.<\/li>\n<li>Less than one-third said it was easy to find and share data when there is a problem involving different departments.<\/li>\n<li>Only 34% report always making decisions based on data and designing programs and services using information about and engagement with recipients.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p><strong>My take:<\/strong> <a href=\"https:\/\/teamheller.com\/resources\/blog\/3-benefits-of-a-new-crm-for-your-nonprofit\" target=\"_blank\" rel=\"noopener\">Having the right customer relationship management (CRM) system can help nonprofits<\/a> in many ways, including managing and sharing data. It can serve as the primary source for your organization\u2019s data. It can also help you set up, manage, and share reports and dashboards that give your entire staff greater insights into what\u2019s happening across the organization. These benefits become especially helpful in staying resilient during unexpected challenges.<\/p>\n<h2><strong>3. Marketing, fundraising, and technology go hand-in-hand-in-hand.<\/strong><\/h2>\n<p>The report points out that it\u2019s hard to separate marketing from fundraising in the modern nonprofit world. And in both cases, technology appears to be the cornerstone for success. Marketing and fundraising staff are implementing multiple digital channels, with many reporting that their efforts have been impactful.<\/p>\n<p>In addition, the report shows that over the past 12 months, 36% of respondents report that they invested in new technology such as CRM, collaboration\/productivity tools, analytics, artificial intelligence, and automation, with 87% reporting it as impactful.<\/p>\n<p><strong>My take:<\/strong> Putting the right technology in place isn\u2019t about just making improvements for one department or function. With the right approach, it can help the entire organization. At Team Heller, we saw that nonprofits with a <a href=\"https:\/\/teamheller.com\/resources\/blog\/building-your-nonprofit-technology-stack-which-approach-is-right-for-you\" target=\"_blank\" rel=\"noopener\">strong technology foundation<\/a> when the COVID-19 pandemic hit were able to adapt quickly to many changes, including:<\/p>\n<ul>\n<li>Changing operational processes<\/li>\n<li>Adding or modifying programs to meet a growing demand for services<\/li>\n<li>Scaling up fundraising<\/li>\n<li>Engaging with donors and constituents in new ways<\/li>\n<\/ul>\n<p>For many of those organizations, their technology foundation has at its core a strong CRM system, like Salesforce, that helps them put data and processes to work efficiently across their organization.<\/p>\n<h2><strong>Is your nonprofit ready for what comes next?<\/strong><\/h2>\n<p>Putting the right technology in place can help your entire organization adapt to our changing times. Our team is ready to help you develop a vision for your technology ecosystem, choose the right systems and solutions, and build and implement a tech strategy that serves you now and helps you stay resilient no matter what the future brings. <a href=\"https:\/\/teamheller.com\/contact-us\" target=\"_blank\" rel=\"noopener\">Contact us today to get started<\/a>.<\/p>\n<h2>Join the list<\/h2>\n<p>Want more nonprofit tech resources delivered to your inbox? Fill out the quick form below!<\/p>\n<iframe title=\"Quick Subscribe Form\" class=\"pardotform\" src=\"https:\/\/info.teamheller.com\/l\/734413\/2023-01-09\/46mk25\" width=\"100%\" height=\"500\" type=\"text\/html\" frameborder=\"0\" allowTransparency=\"true\" style=\"border: 0\"><\/iframe>\n","protected":false},"excerpt":{"rendered":"<p>After the twists and turns of the past couple of years, I think it\u2019s important to take a look at how nonprofits are faring. The most recent Nonprofit Trends Report from Salesforce does just that. It offers helpful insights into nonprofits\u2019 challenges and how some nonprofits continue to thrive no matter what comes their way. [&hellip;]<\/p>\n","protected":false},"author":21,"featured_media":9355,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[16,80,119],"tags":[],"ppma_author":[478],"class_list":["post-9354","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-crm","category-nonprofits","category-salesforce"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.5 (Yoast SEO v27.5) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>2022 Salesforce Nonprofit Trends Report: Key Takeaways<\/title>\n<meta name=\"description\" content=\"2022 is bringing new technology trends and nonprofits are quickly adapting. 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