Empower Your Team with Salesforce
More connected, stronger & faster.Looking for a trusted Salesforce partner?
Our team of 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
As your Salesforce strategic partner, we’ll tailor a plan to fit 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
