Empower Your Team with Salesforce

More connected, stronger & faster.

Looking for a trusted Salesforce implementation team?

Our Salesforce Certified Administrators have helped hundreds of nonprofit organizations just like yours unlock the true potential of Salesforce.

Whether you’re a small organization taking advantage of the Nonprofit Success Pack or a large organization needing complex, custom configuration, we’re here to help. We’ll support you through onboarding, data migration, and fundraising App installation. If your team needs help using any portion of the platform, we’ll provide strategic and technical expertise to help you overcome challenges as they arise.

Salesforce Services

With our expertise in nonprofit operations and our Salesforce experience, we’ll work together to design a system that meets the specific needs of your team. Here are some services we typically provide our Salesforce clients.

Data Migration Consulting

Discovery sessions
Consultation on data mapping
Prepare contact record files
Training and import best practices

Configuration & Onboarding

Standard and Custom Object set-up
Configure fields, user permissions, and features
Build process automations
Install Apps and develop integrations

Platform Support

Support for all Salesforce Objects and features
Configure and administer user and data permissions
Constituent stewardship & business process support
App and integration support

A Solution to Connect

We helped NephCure bring their systems together by creating a secure, real-time sync from the online tools provided on their website to their Salesforce CRM. The integration provides NephCure staff immediate interaction with patients, automated follow-up calls, and enables them to better serve the community.

Implementation of your Advancement CRM

Multiple universities and national nonprofits have engaged the experts at Zuri for expert assistance with implemening Salesforce NPSP, UCI ascend, and Affinaquest.

360 Degree Donor Stewardship

We worked with BBBS Los Angeles to select and implement the Salesforce Nonprofit Success Pack and Classy fundraising platform. We managed all aspects of the migration including requirements, solution design, implementation, data migration App integration, testing, and training.