Who We’ve Helped
We are honored to have worked with the teams at these amazing nonprofits…
Science & Education
Advocacy & Humanities
Arts
We’ve helped them with projects like these. Are you looking for this kind of help too?
- Being an on-call Salesforce Admin to support your staff or during transition.
- Coaching and training: giving you the skills and confidence to manage Salesforce for yourself if you wish.
- Data housekeeping: from setting up a complete detox to regular duplicate purges to monitoring for consistency.
- Auditing your current setup, especially where new staff have inherited an existing Salesforce organization, and making recommendations for streamlining or updates.
- Customizing your Salesforce account to support your specific requirements.
- Creating Salesforce automation to process leads, add gift allocations, create memberships, filter orders, format data for accounting purposes, validate new contacts, count city residents, and MANY other time-saving tasks.
- Building reports and dashboards: presenting data to inform your decision making.
- Optimizing NonProfit Success Pack for fundraising and/or managing programs.
- Configuring add-ons including Outbound Funds Module for grant applications and awarding process, Volunteers for Salesforce, and Experience / Community Cloud (customer or partner portals).
- For PatronManager users: building Event Inventory and Subscription Renewals, Donation Forms, order confirmation email templates, and rollup summaries.
- Creating acknowledgement letters and other document merges, using Apsona, Opero or Conga.
- Building online forms to collect information such as registrations or applications, and feeding the information directly into Salesforce, with FormAssembly or FormStack.
- Integrating Salesforce to work with MailChimp, Classy, GiveLively, QGiv, Quickbooks, Action Network, DocuSign or other systems.
- Optimizing Pardot (Marketing Cloud Account Engagement) for effective campaign and journey management.
- Upgrading to Salesforce Lightning, or to the latest version of NPSP.
- Importing data from a legacy system, including Donor Perfect, Access, Raiser’s Edge, Little Green Light, and others.
- Migrating data from one Salesforce instance to another: for a data makeover, or because two organizations are merging.
- And if there’s no obvious “declarative” option, we can also write code …