Our Services
Comprehensive services and solutions that grow alongside your organization
Solution Design
When you're moving to Salesforce, it's a chance to re-imagine how you work. We'll dive into your current environment, figure out how your teams wants to operate, and spot areas for improvement. You'll get a detailed plan for your Salesforce Implementation, a detailed Implementation Plan covering costs, timelines, deliverables, and any third-party tools you'll need.
How it works:
Analyze current ecosystem & identify pain points
Design Salesforce solution
Deliver detailed Implementation Plan
Salesforce Implementation
We help nonprofits get up and running on Salesforce—whether it’s tracking donations, managing programs, handling volunteers, running grants, or boosting engagement with your supporters, we’ve got you covered. We'll execute on a clear implementation plan, give you progress demos so you stay in the loop, migrate your data, and train your team to get the most out of your new system.
How it works:
Create detailed Project Plan based on Implementation Plan
Perform data migration, Salesforce configuration & customization
Training for system handover
Salesforce Optimization
As you businesses grow and processes change, your Salesforce needs will change with it. Optimization helps ensure that Salesforce continues to meet business objectives efficiently. Whether you’ve been using Salesforce for a few weeks or a few years, we can help you optimize and enhance your operations.
How it works:
Process Review & Streamlining
New feature implementation
Reporting & Analytics
Salesforce Migration to Non-profit Cloud
The Non-profit Cloud is Salesforce recommend choice for new deployments. All new features (such as Salesforce AI, AgentForce) will be released and enhanced on the non-profit cloud instead of the Non-profit Success Pack (NPSP) version. So what does that mean if you are running on NPSP? No worries, we have your back! We provide migrations solutions for all sizes and complexity of deployments without any loss of data and little to no impact to your day to day operations.
How it works:
Deep review of configurations, customizations and data of your NPSP org.
Development of a detailed migration plan
Implementation of the migration plan and training on the new features of the non-profit cloud.
Managed Services
We provide ongoing support and advisory services to ensure that your system is always working smoothly and meeting your team’s needs. Let us be an extension of your team—Whether its troubleshooting ad-hoc issues, providing training to your team, admin work, or maintaining your Salesforce instance, we offer flexible support agreements tailored to meet your needs.
What we do:
Troubleshooting and ad-hoc support
Specific training for Users & Admins
Outsource Admin services
Embark on your journey to digital transformation
Our process begins with earning your confidence! In our free consultations, we will answer your questions about Salesforce and help you identify where it could be useful in streamlining your organization.