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


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.


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

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

See further information on Salesforce clients


Salesforce capabilities

As an implementation partner of Salesforce, we’re committed to enhancing your organization’s CRM effectiveness by offering certified consultants on a full array of implementation solutions including:

  • Sales Cloud
  • Service Cloud
  • Analytics Cloud
  • Marketing Cloud


  • Salesforce Communities (Customer and Partner)
  • Data Migration and Integration
  • Lighting and
  • Custom Web and Mobile Application Development