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Salesforce Consulting for Nonprofits

Your Salesforce Nonprofit starter pack licenses implemented within 2 weeks
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    Don't worry. We have you covered!!!
    We can set you up and running quickly with all the basic configuration and customizations you need.
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    We are here to help you!!!
    We will conduct a complete health check and enhance your existing Salesforce system to ensure you become a connected nonprofit.
360 degree view of a connected nonprofit







Soft Credits

In-Kind gifts

Affiliations & Relationships

Matching Gifts

Online Donations

Financial Management

What We Can Do?
  • Streamlining the donation process for your supporters and staff
  • Overall health-check of your donation process and automating the donation processing, receipting and follow up of donations
  • Integrating payments between your financial system, website and Salesforce
  • Marketing automation for donations request, membership, requesting for volunteering.
  • Migrating data from disparate sources into Salesforce
  • Simplify event management by effectively planning and executing events of any size

Our Salesforce Consulting for Nonprofits Approach

  • Nonprofit approach step 1

    Requirement Analysis

    From assessing what your nonprofit needs, to devising a plan and explain how Salesforce can help you achieve them

  • Nonprofit approach step 2

    Configuration & Customization

    Configuring Salesforce and performing basic level customizations to suit the needs of your nonprofit organization

  • Nonprofit approach step 3

    Online Donation & Membership Management

    Setting up a new website or integrating your existing website with Salesforce to automate donation processing & membership management

  • Nonprofit approach step 4

    Marketing Automation

    Setting up marketing automation for easier management of your campaigns, events and marketing efforts. Integrating Salesforce with marketing tools like Pardot, Marketing Cloud, Campaign Monitor, MailChimp

  • Nonprofit approach step 5

    Financial systems integration

    Integrating your existing accounting systems with Salesforce

  • Nonprofit approach step 1

    Deployment, Training & Support

    Implement Salesforce with all the required functionalities to make you a connected nonprofit and provide training and ongoing support

Become a Connected Nonprofit Today!
Experienced Salesforce consultants who analyze your business and deliver precise solutions tailored for your specific needs
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