Salesforce Implementation + Strategy

Make stronger connections & grow your donor-base with Salesforce

We are Salesforce consultants with higher education and nonprofit expertise.

Zuri Platform Services is comprised of our most talented nonprofit Salesforce consultants dedicated to helping you unlock the true potential of Salesforce. As a wholly-owned subsidiary of Zuri Group, and a Salesforce System Integrator Partner, we provide strategic and technical services to assist with Salesforce for nonprofits and universities.

Our Salesforce Certified Administrators bring Zuri Group’s deep knowledge of higher education and nonprofits to your use of Salesforce-based solutions. From intelligent system design and configuration to thoughtful data migration and through user training, we can help you from start to finish.

Salesforce Services

Take advantage of our expertise in nonprofit operations and our Salesforce experience to help you design a system that meets the unique business 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.

Meet Our Certified Salesforce Administrators, Tableau Desktop Specialists, and Einstein Analytics Developers

Are you ready to implement Salesforce?

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