New to Salesforce?
  • Advisory services on Nonprofit products
  • Implement Nonprofit Cloud
  • Implement Salesforce NPSP
  • Transition to Nonprofit Cloud
  • Migrate content into Salesforce
  • Setup reports and analytics
  • Product Training
Enhance Existing Nonprofit Setup?
  • Customization and configuration
  • Custom app development
  • Donor and Grants management
  • Fundraising and campaign management
  • Streamline accounting processes
  • Volunteers and event management
  • Programs and case management
  • Automation
  • Integrating with the accounting platform
Need Nonprofit Salesforce administrator?
  • Salesforce Org assessment and configuration
  • User and security management
  • Manage page layouts
  • Create new fields and other routine tasks
  • Automate process using process builder, flow automation, and validation rules
  • Data management & cleansing
  • Report generations and dashboards
  • New user training
  • Support and maintenance

Are you looking to implement Salesforce Nonprofit Cloud? Do you need help with customizing your existing Salesforce solution? Congruent can help you take advantage of Salesforce Nonprofit Cloud. Implementing a Salesforce Nonprofit solution to meet your unique needs is not easy. It can become a daunting task if not done with the help of experienced Salesforce Nonprofit consultants. When implemented, Salesforce solutions can improve operations, donor connections, campaigns, and social impact.

Our consultants can help set up Salesforce solutions to manage your donors, employees, partners, vendors, and events. Solutions delivered through our Salesforce implementation services can help you meet your goals and scale as your needs evolve.

Salesforce for nonprofit products that we can implement for you

Nonprofit Cloud

Nonprofit Cloud facilitates a centralized platform to manage constituents. It helps to streamline communication, automate processes, and gain valuable insights. This product offers a complete set of tools and solutions to address the unique needs of every nonprofit.

Nonprofit Success Pack

Nonprofit Success Pack is a set of pre-configured tools and features developed by This product is more focused on donor and fundraising management. Nonprofit Success Packs (NPSP) are available at a reduced cost or for free for eligible nonprofits.

Our Salesforce nonprofit cloud services

Fundraising & Payments

Our tailored solutions can help you streamline your fundraising initiatives and payment management within Salesforce. We can help you build captivating and customized donation pages that provide a self-service donor experience.

Donor Management

We can make it easier for you to maintain a strong relationship with your donors, supporters, and partners. Our Salesforce consultants can empower you with a set of tools to manage donations, pledges, and payments. We can enable automating recurring donation features.

Accounting Subledger Setup

Integrate your Salesforce Nonprofit solutions seamlessly with your accounting software. We can help you configure Accounting Subledger for you to keep track of all your revenues and expenses.

Beneficiary Management

Streamline your beneficiary management with our consultants. We can help you set up an efficient tracking process. You can monitor their progress, gain insights, and know how much of an impact your program has made on their life.

Grant Management

Our Salesforce consultants can extend your features to support grant requests, management, and reporting. We can help you enhance your grantee experience. A branded portal will make it easier for them to apply for funds and contact.

Event Management

Plan and execute impactful events with the help of our Salesforce consultants. We can provide you with the right set of tools to simplify your event management process. From event registration and payments to engagement tracking, we will make the process much easier.

Volunteer Management

We can help you optimize your volunteer programs and enhance your community engagement with Salesforce. Our Salesforce consultants can empower you to recruit, engage, and track volunteers, and their impact.

Program Management

Our team will leverage the Salesforce for Nonprofit solution to streamline your programs. We will enable you to monitor program engagement, track service deliveries, and derive meaningful insights.

Challenges solved by our Salesforce nonprofit consultants

  • Donor retention
  • Member and constituent engagement
  • Program efficiency and impact tracking
  • Volunteer coordination
  • Diverse fundraising strategies
  • Data security and compliance
  • Data management and reporting
  • Engagement with trustees
  • Communication and outreach
  • Lack of integration
  • Limited it resources
  • Adapting to change
  • Collaboration across teams
  • Attendance tracking
  • Real-time reporting
  • Grant monitoring and compliance

Why choose our Salesforce nonprofit consultants for your needs?

Nonprofit-Centric Expertise

Budget-Friendly Solutions for Nonprofits

Certified Team of Salesforce Consultants and Admins

Scale Your Team Up or Down as You Need

Long-Standing Relationships with All Our Customers

Timely Assistance, Fixing, and Strategic Guidance

Passionate About Working with Nonprofits

Some of our happy nonprofit customers

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Implementing Salesforce for nonprofit organization


Requirement Analysis

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


Configuration & Customization

Configuring Salesforce and performing basic level changes to suit the needs of your nonprofit.


Online Donation & Membership Management

Setting up a new website or integrating your existing website with Salesforce. Automating your donation process & 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, and MailChimp.


Financial Systems Integration

We identify and use tools that are compatible with both Salesforce Nonprofit Cloud and your financial system. This strengthens donor connections and provides clearer financial insights.


Deployment, Training & Support

Implement Salesforce with all the required features to make you a connected nonprofit. We offer training and ongoing support.