Nonprofit Salesforce Consulting Services
Salesforce implementation and improvement solutions
We implement and customize your Salesforce CRM and online engagement tools to maximize your impact.
Who we serve
Charities
Foundations
Education funds
Schools
Member-based organizations
Associations
Arts organizations
Religious organizations
Advocacy groups
Social services organizations
What we do
- Take your org from spreadsheets to a CRM
- Reorganize, clean, or optimize your organization’s data
- Raise more money
- Convert donors
- Gain data insights to make better decisions
- Collaborate across teams and departments with ease
- Save time with automations
- Optimize data entry
Areas of expertise
Fundraising
Grant management
Case management
Membership management
Program management
- Discovery services
- Data migration/import
- Report building
- Dashboard customization
- Nonprofit Success Pack (NPSP) configuration
- Custom object and field creation
- Automation creation (Flows)
- User and permission management
- Third-party integrations
- Email marketing implementation (Pardot, Marketing Cloud)
- Page layout optimization
- Trainings
Get started today!
NPSP Quickstart Package
With this all-inclusive service, we will import and organize your data in Salesforce, make it easy for you to run reports, and offer training to your staff members.
Learn MoreSupport Retainer
Our team of experts can support your Salesforce org with on-going professional services to help you maintain and improve your use of Salesforce.
Learn MoreCustom Consulting Services
Get in touch to share your own plans for how you want to use Salesforce and we will bring that vision to life.
Learn More