Are you tired of tracking your donors, participants, and volunteers on a multitude of spreadsheets with outdated contact information?

Is the idea of pulling a contact list daunting?

Then it’s time to explore how Salesforce can save you precious time and show your organization’s data in one platform!

Every nonprofit has unique processes at the heart of their operations.

With Salesforce, you no longer need to create work-arounds to fit your business needs.

Customizations can range from custom fields, to complex reports, to full business processes like portfolio management and integrations with other platforms.

If you’re tired of your current system not accommodating what makes your organization unique, then it’s time to explore Salesforce’s robust capabilities.

In the world of nonprofit work, everyone is wearing several hats and there’s never enough staff to get everything done. Time is a precious resource.

With Salesforce, many daily tasks can be automated freeing up your time for making an impact in the world.

If you’re currently using Salesforce and wish you had a team member at the ready to help you with your requests, you’ve come to the right place.

Our team can assist with monthly support including creating reports and dashboards, pulling mailing lists, managing releases and error messages, and onboarding new staff.

Most new nonprofits don’t know what they don’t know about Salesforce until they start using it for a while.

If you’ve used Salesforce and now realize you’d like some additional customizations or need help implementing or automating processes, our team is here to help.

Salesforce is one powerful system and there’s a learning curve for all new users (like any platform).

Our team can provide one-on-one, individualized training; custom videos for onboarding new staff; and create custom online learning “trails” to help staff grow their skills and understanding of Salesforce basics.

Are you beyond frustrated with a Salesforce task and just need someone to assist with a quick issue?

We have on demand services available for 30 minute and 1 hour intervals to give quick Salesforce support.