New Name, New Features: The Nonprofit Success Pack

The Salesforce Nonprofit Starter Pack has been rebranded and renamed to the Salesforce Nonprofit Success Pack. Along with the renaming, Salesforce.org has released two new features, Engagement Plans and Levels. We are really excited about these two new features, primarily because we can see the value they add to the NPSP, and to nonprofits organizations. Here’s why the Nonprofit Success Pack lives up to its name, and what we love about it: Engagement Plans: Think of Engagement Plans like Action Plans. They are a series of tasks (phone calls, emails, mailings) and/or scheduled events (meeting to review progress, training meeting, fundraising event) that must be completed in accordance with the plan you’ve designed. It’s similar to the plans that we project management nerds love to create. Create as many Engagement Plans as you like, and reuse them for multiple contacts or organizations in your system. Essentially, they are a set of tasks that help your nonprofit connect with constituents. To do so, first create a Plan Template, then add the tasks that help you execute your plan. You can assign dates to these tasks, and make Tasks dependent upon finishing a prior Task. Once you have set up all the tasks that are needed to complete the plan, you save it. Then you can select a New Engagement Plan from the Contact screen. The breadth of use cases for this new feature spans across enterprises. We can easily see how useful Engagement Plans would be for staff and departments, such as:       Development operations       Volunteer management       Grant-making steps       Training programs       Case management       Sponsor Management These plans standardize key processes and can be...