Why Salesforce for your nonprofit?

Salesforce is a complete Constituent Relationship Management database. Salesforce provides a powerful technology platform that can streamline your organization’s processes and efficiencies so you can focus more time on advancing your mission and less on the administrative work.

Our Services

From simpler start-up support to larger system integration projects, our services are designed to help you get the right blend of tools your organization needs for a successful implementation

This is always an important step in getting prepared for your project. With your help, we will assess your needs, identify issues and any potential pain points, talk about your wants and make recommendations for solutions.

Usually done after your organization has already been using Salesforce, our System Audit is designed to make sure it is optimally configured with the most current features. We’ll dig deeper, analyze your needs, identify any potential pain points and make recommendations to ensure your organization is using Salesforce to its fullest!

Think you might need an Audit? >>

We have extensive experience implementing Salesforce’s Nonprofit Success Pack (NPSP) and have worked closely with the developers of the product over the years, contributing documentation, Reports and Dashboards! We are experts in getting your organization set up to maximize your use of this tool.

Moving to Salesforce from another system? We are experts at data migration from Raiser’s Edge, DonorPerfect, eTapestry, CiviCRM, Salsa, FileMaker, Excel, and many others. We clean, map, and migrate your data carefully so nothing gets lost in the transition. We can also explore the possibility of using Data 360.

If you’re currently using the Nonprofit Success Pack (NPSP) but aren’t sure if you should spend the time and resources to migrate to the latest Salesforce nonprofit product, Agentforce for Nonprofits, we can help you make that decision, decide a best course of action and help migrate you to the best solution for your organization’s needs.

In the age of AI, the system integration options seem limitless.  We can help you decide what integrations will improve your workflows and increase your capacity, whether using apps from the AppExchange or the new AgentExchange.

When out-of-the-box Salesforce isn’t enough, we build custom solutions. We also connect Salesforce to the other tools in your ecosystem — from accounting software and payment processors to program databases and communication platforms.

We believe in the “train the trainer” or “teach them to fish” model of Support and love it when our clients want to learn to manage their system themselves.  We also recognize that simply isn’t an option for every org and/or there may be times when you just need an expert to take care of it for you.  In that case, a dedicated system administrator or outsourcing the management of the database entirely with our Managed Services are a great option!

Key Salesforce Benefits:

  • Gain a 360 degree view of your constituents by consolidating them all in one place.
  • Provide access to your data remotely through any computer or mobile device. By hosting it through the cloud, you are no longer restricted access through just one computer.
  • Manage your programs, operations, and fundraising all in one place.
  • Measure your impact with reports and dashboards.
  • Create an open collaborative work environment in your organization so departments are no longer siloed.

Are you a 501c3 nonprofit looking to apply for the 10 donated licenses through the Power of Us Program?

Click here to apply!
Click here to apply!