NPSP Case Management Quickstart Packages
You want your clients to succeed. And we want to help you facilitate their success.
Does your nonprofit deliver personalized services to your clients? The Salesforce Nonprofit Success Pack (NPSP) provides powerful case management software that tracks case plans, incidents, assessments, and outcomes with a personalized touch. There is an easier way to help your clients improve their lives and meet their goals.
Not a tech expert? Our Soapbox Engage managed services team will get you started with Salesforce NPSP in no time! And we will build personalized solutions fit for your organization’s needs along the way. Start saving time and raising more today!
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Deliverables
- Plan for Success
- Kickoff Meeting
- Power of Us Grant Application
- Tools Inventory
- Implementation Plan
- Implement
- Contact Management
- Case Management
- Custom Reports and Dashboards
- Salesforce Automations
- Creation of User Profiles
- Optimize integration user
- Custom fields
- Custom list views
- Implement Salesforce Inbox
- Migrate
- Data Migration
- Testing
- User Acceptance Testing
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Small
$6,000- 10
- 3
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Medium
$9,000 -
Large
$12,000 -
Add-on Option?