Services and Solutions

We create high-functioning, Salesforce-based platforms that empower nonprofits and foundations to make data-centric decisions.

Our work is tailored to meet the unique needs of the nonprofits and foundations that we engage with. We take the time to understand what’s important to organizational teams, and we combine best practices and industry standards to create high-functioning Constituent Relationship Management (CRM) and Grant Management System (GMS) solutions.

Salesforce Implementations

Our Implementation and Enhancement Services are great for nonprofits who are new to the Salesforce Constituent Relationship Management (CRM) platform or who need to evolve their existing Salesforce instance to address pain points or add new functionality. Learn more.

For Foundations

We work with foundations to build and update CRM + grants management systems, using Salesforce and the Outbound Funds Module. We also help design and integrate applicant and grantee portals, including Salesforce Communities. Learn more about what Outbound Funds Module is here, and see our demo of how it enables efficient grants management here.

Services

Implementations and Enhancements

We offer Implementation services for organizations new to the platform, where we build a Salesforce CRM tailored to their teams’ needs. We also help organizations that are currently using Salesforce enhance their systems to address pain points or to add new functionality. Learn more.

Discovery

In a Discovery, we produce the design and governance recommendations for a Salesforce CRM, tailored to your organization’s needs. We investigate current technology and how it’s used, teams’ technical capacity, and desired future state. And we interview and audit data for all impacted teams. At the end of the process, we provide our recommended solution, project budget, and timeline.

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Admin Development

We empower teams to take the reins of their CRM, working one-on-one with system administrators to build their technical and interpersonal skills. We’ve upskilled dozens of full-time, part-time, and unofficial Salesforce admins, helping them master their role as the resident CRM expert. Learn more.

Strategic Advising

CRM is a strategic advantage, as long as orgs have a vision and a plan to execute it. We help nonprofit leaders define their vision for how CRM can support their unique priorities and goals, today and in the future. And, we support the execution, including governance strategy, technical audits, and communications planning.