Salesforce Strategy and ImplementationMaximize the power of Salesforce for your organization
Wherever you are in your Salesforce journey, we’ll meet you there. Our team of Salesforce Certified Administrators provide higher education, healthcare, and nonprofit organizations with comprehensive support for the entire Salesforce ecosystem. We offer strategic consulting, technical implementation, and ongoing support for all Salesforce-based solutions, including the UCI ascend and Affinaquest managed packages, Salesforce Education Cloud, and Salesforce Marketing Cloud. Whether you’re assessing your options for a new Salesforce system or need a hand with data quality or system optimization, we’ll work alongside your team to discover opportunities and unlock the true potential of Salesforce.
Technical & Strategic Salesforce Services
Strategic Consulting & Assessments
We provide turnkey implementation services from phase zero through system launch. Our team will lead all technical and strategic workstreams including design, data migration, configuration, customization, and reporting. We also specialize in Salesforce training to prepare end-users for the new system.
System Optimization & Integrations
It’s important for your Salesforce organization to work well on its own and with third-party software. We’ll harness Salesforce’s powerful capabilities to help you with data hygiene, automation, process improvement that frees up your team’s time for mission-critical duties. Are you looking to connect your Salesforce instance with another data source such as an athletics database, grateful patient program, or communications tool?
Data Quality Management
The higher quality of data you maintain in your CRM, the more successful your fundraisers will be. We provide best practice and technical consulting for all stages of data management for your data warehouse or cloud strategies starting with definition and collection through translation, business intelligence, and data repair.
Salesforce Marketing Cloud
We provide extensive SFMC implementation and support services for your advancement CRM.
Why Work With Us?
You want a Salesforce System Integrator Partner with our unrivaled experience in nonprofit fundraising and strong technical expertise. We bring a holistic perspective and skilled team of project managers, functional consultants, and software developers to help our clients move forward with a Salesforce solution that fits the unique business needs across their organization. Our Salesforce clients range from Power 5 institutions to mid-size universities and include the likes of Texas A&M Foundation, Oklahoma University, Texas Tech, and University of Nevada, Las Vegas (UNLV).
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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.
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.