Salesforce implementations for growth
Whether you need the flexibility of the Nonprofit Success Pack (NPSP) or the comprehensive capabilities of Nonprofit Cloud, we ensure a seamless Salesforce setup that aligns with your organization’s unique needs. Our goal is to empower you to manage your data effectively, streamline operations, and start driving your mission forward with a powerful, purpose-built system from day one.
Our implementation process
Step 1
Discovery and Strategy
Every successful implementation begins with a deep understanding of your nonprofit’s specific challenges and goals. Through in-depth discovery sessions, we map out your current processes, identify gaps, and create a Salesforce strategy that aligns with your mission. This roadmap sets the stage for a successful implementation that meets your unique needs.
Step 2
System Configuration & Customization
Based on the insights gathered in the discovery phase, we design a tailored Salesforce solution. This includes configuring Salesforce (either NPSP or Nonprofit Cloud) to meet your requirements, creating custom fields, and building automations that streamline your day-to-day operations.
Step 3
Data Migration
Migrating your existing data into Salesforce is a critical step in the implementation process. Our team securely migrates your existing data—whether it's donor records, event details, or volunteer lists—into Salesforce, ensuring a smooth transition. We take care to maintain data integrity, so your team can hit the ground running.
Step 4
Integrations
Nonprofits often rely on multiple systems to manage various aspects of their operations. We integrate Salesforce with your existing tools, such as online donation platforms, event management software, marketing automation systems, and more, creating a cohesive, centralized system that supports every part of your organization.
Step 5
Testing & Quality Assurance
Before launching, we rigorously test your Salesforce instance to ensure it's optimized and ready to support your day-to-day activities. Our thorough quality assurance process covers data integrity, functionality, integrations, and automations, providing you with a robust, reliable system.
Step 6
Training & Launch
Our team provides comprehensive training tailored to your staff’s roles, ensuring everyone is confident in using Salesforce. From tracking donations to running reports, we empower your team with the knowledge they need to fully leverage the system. We’re also here to support you through the launch, providing ongoing assistance to address any questions or issues.