As Salesforce Certified Nonprofit consultants, we work with you to find out where technology improvements can be made to help you thrive. Together we implement solutions that maximize existing features, manage volunteers, organize donations, create reports and much more.
We audit current setups and help you identify the pain points. We talk about what can be optimized, define measurable goals and synchronize all your data sources.
You have ownership of the technology. Once changes are implemented, we train your team to use the new features. We empower them to be able to use and make changes on the new system on their own, while staying available and responsive to questions
After meeting together and discussing the project, we use a Trello tile system to set the list of the work to be done. You approve the work, follow its progress and can see when it is billed right there on Trello. This is how we stay fully transparent through the process.
Salesforce is a great tool for nonprofit organizations, and is usually free for them. We help you set up Volunteer for Salesforce, PMM and integrate it to your organization.
We help you gain valuable insight into key business metrics, that allow you to make data-driven decisions. We build and provide useful dashboards for you to have quick access to KPIs.
Our expertise extends outside of Salesforce. We help with email management, user permissions, websites, reporting, create useful dashboards and anything that helps your organization move forward and thrive.
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