Soapbox Engage Blog

CRM (Customer Relationship Management) software is an incredibly important tool for nonprofit organizations. And when it comes to CRM software, Salesforce is an excellent option. It is without a doubt one of the most widely utilized business software platforms. However, many who are using Salesforce don’t fully know how to utilize it. They’re missing out on capabilities and therefore not functioning as well as they could be.

If you’re wanting to implement Salesforce to its highest capacity, you should consider hiring a Salesforce consultant. Keep reading to discover what a consultant can do for you.

Table of Contents

• What is Salesforce?
• Why should you hire a Salesforce consultant?
• Get started with nonprofit Salesforce consulting services

What is Salesforce?

Salesforce is one of the world’s leading cloud-based customer relationship management (CRM) platforms. They can help your marketing, sales, commerce, customer service, and IT teams work together from anywhere in the world. The aim of the Salesforce platform is to help keep your customers happy everywhere.

Salesforce has over 1.5 million customers worldwide. 40,000 of them are nonprofits. Through the Salesforce Nonprofit Success Pack (NPSP), there are special features for nonprofit organizations. NPSP provides fundraising, marketing, and program operations solutions.

With NPSP, nonprofits can easily manage their donors, volunteers, and grantees (all their supporters and their information) in one place. Once you have NPSP, you also are a part of a community and can learn and collaborate with other organizations at NPSP Day.

Why should you hire a Salesforce consultant?

1. Ease the transition

When transitioning to a new software, there’s bound to be a few bumps in the road as you navigate what you’re doing. If you hire an experienced consultant, you can save time and the headaches of trying to figure it out and immediately reap the benefits.

2. Stay up-to-date with features

There’s nothing worse than spending money on something and then discovering you’re not utilizing it to its full potential. With a consultant, you won’t have to worry about that. Salesforce keeps launching updates, add-ons, and features, increasing the utility and efficiency of the platform.

Fortunately, Salesforce consultants stay up to date on all the newest Salesforce platform updates, adds-on, and best practices. That way, you’re definitely not leaving any money on the table!

3. Have support on hand

With a salesforce consultant, you’ll have support you can turn to when you’re struggling with the software. No need to stress and try to figure it out alone!

4. Train your staff

In addition to helping you navigate the transition and understand the platform, a Salesforce consultant can also provide training to your internal staff so they know how to use the platform and maximize its capability. This can help you avoid the trap that many organizations fall in, where just one or two people understand how to use something and then when those people leave, you’re out of luck. That won’t happen with a Salesforce consultant!

Get started with nonprofit Salesforce consulting services

At Soapbox Engage, we offer Nonprofit Salesforce Consulting Services. We can implement and customize your Salesforce CRM and online engagement tools to maximize your impact.

With our help, you can gain data insights to make better decisions, collaborate across departments with ease, save time with automations, and ultimately convert more donors and raise more money! We offer discovery services, report building, dashboard customization, training, and much more.

And that’s not where our support ends. After Soapbox Engage implements your Salesforce instance, we can continue to provide our expertise through Salesforce Managed Services. Is managing Salesforce too much of a task? Maybe your nonprofit team is small, your task list is long, or you don't have the Salesforce expertise you need to be successful. No problem. Our Salesforce managed services gives your organization access to a team of Salesforce experts to solve problems quickly, without internal overhead.

Our service provides on-demand strategic consulting, technical support, and Salesforce expertise your team can count on. From recent adopters to long-time users, we empower organizations to make the most of their Salesforce investment.

Get started with our NPSP Quickstart Package or Managed Services package so you can maximize your Salesforce experience and increase your chances of achieving your organization’s mission!

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Here are some more resources to help you on your Salesforce journey:

• NPSP Day San Francisco 2022 Recap: If the community aspect of using Salesforce excites you, you’ll definitely be interested in hearing more about NPSP Days! This blog post features a recap of the most recent NPSP Day in San Francisco, that we co-facilitated.
• Powerful Salesforce Training for Nonprofits: A consultant will provide the most ease to your journey. But if you’d rather take a self-service approach to learning Salesforce, check out this blog post that features some great training.
• 6 Salesforce Apps Nonprofits Will Love: Not yet sold on Salesforce? This might pique your interest. Check out these six Salesforce apps that will definitely help your organization!