We have implemented Salesforce technology for some of the largest organizations in North America. We’ve seen the most complicated use cases of the technology and will apply what we’ve learned from those creative uses of Salesforce to your project. Our many certifications (see below), our 1,000+ Salesforce projects for nonprofits, and our experience co-developing one of the earliest and richest fundraising applications for the platform ensure you’re getting the best services possible.
In addition to our custom Salesforce implementations, we offer services that will enhance your organization’s use of Salesforce after implementation.
Is your nonprofit already using Salesforce? We’re here to help you discover how to maximize your investment and discover new ways to use Salesforce throughout your organization.
We start the process by reviewing your existing system, then we sit down and talk to the staff members using the platform.
From there, we translate the assessment and interviews into a focused and realistic plan. At this point, we know your organization, your staff, and your goals. We recommend the areas of Salesforce that you should focus on improving and provide detailed recommendations so that you walk away knowing how much time the project will take, how much budget needs to be dedicated to the improvements, and how enhancing how they will impact your various departments.
You have implemented Salesforce and feel confident with the platform. But is there a specific project involving Salesforce where you could use extra help? With our Salesforce Flexible Consulting engagement, you have the option to pay only for the hours you use while having access to our team of Salesforce experts. We take on urgent requests and come alongside you as you tackle a specific challenge.
Salesforce Solutions for Nonprofits
Looking to learn more about the basics of Salesforce? This guide outlines popular Salesforce solutions typically used by nonprofit organizations and best practices for Salesforce implementations.Download Now
Higher Education Advancement + Salesforce
Have you contemplated using Salesforce for your higher education advancement needs? This guide takes you through pre-implementation planning and best practices for a successful Salesforce implementation.Download Now