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Salesforce Strategy and Implementation

Your trusted Salesforce partner for higher education, healthcare, and nonprofit fundraising.

Unlock the full potential of Salesforce with our Certified Team of of architects, developers, and integrators. Backed by decades of fundraising experience in higher education, healthcare, and nonprofit operations, we provide unparalleled support at every stage of your Salesforce journey. Rely on our Salesforce Certified team for comprehensive technical and digital marketing expertise across the entire Salesforce ecosystem, including UCI ascend, Affinaquest ARM, Education Cloud, Nonprofit Cloud, Nonprofit Success Pack (NPSP), and Marketing Cloud.

Technical & Strategic Salesforce Services

Strategic Consulting & Assessments

Navigating the modular and highly customizable Salesforce environment can be daunting. Benefit from our expertise in requirements gathering, comprehensive solution planning, cloud and application selection, staff upskilling, budget planning, and change management. We’re here to guide your Salesforce journey and ensure it’s strategically aligned with your organization’s goals. 

End-to-End Implementation Services

From system design through launch, our team handles all technical and strategic aspects of the implementation. We offer design, configuration, customization, data conversion, integrations, data warehousing, and reporting. We also provide tailored documentation and all levels of user training for organization-wide success in your new Salesforce environment. 

System Optimization & Integrations

Data integrity and system optimization play a vital role in your success. We help you harness the power of standard Salesforce functionality to improve data quality, realize opportunities for automation, and reduce technical debt. We can deploy pre-built solutions or develop custom tools to close functional gaps, remove painful processes, and increase organization-wide efficiencies. Work more effectively with seamless integrations between your Salesforce solutions and third-party applications to improve data flow, quality, and accessibility.

Why Work With Us?

You deserve a true Salesforce Partner with unrivaled experience in nonprofit fundraising. Zuri Group brings a holistic perspective and a skilled team to help you succeed with a Salesforce solution tailored to your unique needs. Our esteemed Salesforce clients include higher education, healthcare, and nonprofit institutions such as Johns Hopkins University and Medical Center, Environmental Defense Fund, University of Texas, Montefiore Medical Center, City of Hope, and The Greater Boston Food Bank. 

“Zuri Group has a great understanding of the Salesforce ecosystem coupled with years of expertise in the advancement industry, making them an ideal implementation partner for projects ranging from small and targeted to large and complex.”

Chris Speier

Vice President for Information Services & Analytics, Texas A&M Foundation

Elevate your nonprofit fundraising efforts with Salesforce.

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