"We contacted Congruent for training with Salesforce NPSP. Leejo Thomas and Srinivas Ramanujam thoroughly communicated, coordinated and customized a training structure specific to meet our needs. We had been struggling to effectively utilize Salesforce for several months as we had recently migrated our data from another platform. Srinivas is very professional, knowledgeable and he is an outstanding instructor. At the end of each training day we were eager to implement what we had learned. Srinivas' demeanor and meticulous training style provided concise insight on specific areas. There were many "light bulb" moments. To say that we were pleased, would be an understatement. We will continue to utilize Congruent and would certainly recommend their services."
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  3. Salesforce Consulting for Nonprofits
  • Don't worry. We have you covered!!!
    We can set you up and running quickly with all the basic configuration and customizations you need.
  • 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
Constituents
Funds
Campaigns & Appeals
Marketing Automation
Donations
Grants
Memberships
Pledges
Integration
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
  • Integration with online platforms like classy.
  • Marketing automation – Integration with Mail Chimp, Campaign Monitor, Marketing Cloud and Pardot to help with donation requests, events, volunteer requests etc
  • 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

  • Requirement Analysis

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

  • Configuration & Customization

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

  • Online Donation & Membership Management

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

  • 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

  • Financial systems integration

    Integrating your existing accounting systems with Salesforce

  • Deployment, Training & Support

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