Salesforce for Non Profits
We can help your nonprofit to grow relationships and obtain a 360-degree view of your organization and constituents by configuring, extending and integrating the Non-Profit Success Pack; a set of custom packages on top of Salesforce Enterprise edition to make easier to track core relationships with individual donors, their households, and the companies they work for.
Salesforce Non Profit Success Pack
Donations and grants management
Manage the donation cycle including individual donations and grants. Standardize the donation processes, analyze your pipeline and automate related tasks.
Connect to your constituents
Connect with Marketing Cloud, you to get to know your audience and engage on their terms while turning their interactions with your organization into actionable data.
Donor management
Get a full view of your donors, volunteers, clients and other constituents – including social media and activity history, giving history, programs and events attended
Events management
Post and manage events, track RSVPs and seating. Check in attendants via mobile and desktop apps.
Our Services
Implementation
Deploy of non-profit starter pack including validation, auditing of batches, work process flows and triggers as well as data migration, analytics and reporting
Systems Integration
Integrate Salesforce with legacy systems, cloud, and other SaaS applications for a fraction of the cost of traditional integration projects without the need to buy additional software.
Innovation
Extend usability and functionality, on web and mobile, into custom solutions or parallel platforms, such as AWS, to address, securely and at scale common pain points and additional requirements
Managed services and support
Rely on our managed services and support, onshore and offshore, including administration and maintenance, training and change management
Our Clients
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Build Salesforce Service and Marketing Cloud for managing data on partner institutions and supporters with the objective of tracking corporate agreements, enhancing worldwide supporter’s engagement and base growth. Setup Social Studio and Email Studio for targeted email and social listening |
Build UNCDF’s Salesforce Lightning Platform instance with high performance apps including Partners and Donors Management, Relationship Tracking, Agreements and Projects Tracking and Management, Mass mail communications and Event Management |
Support Aipac’s fundraising operation by building a solution on Salesforce Einstein Analytics to enhance and simplify reporting on pledges and donors and related activity |
Salesforce capabilities
As an implementation partner of Salesforce, we’re committed to enhancing your organization’s Salesforce.com CRM effectiveness by offering certified consultants on a full array of implementation solutions including:
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