Empower Your Team with Salesforce

More connected, stronger & faster.

Looking for a trusted Salesforce partner?

Our team of Salesforce Certified Administrators have helped hundreds of nonprofit organizations just like yours unlock the true potential of Salesforce.

Whether you’re a small organization taking advantage of the Nonprofit Success Pack or a large organization needing complex, custom configuration, we’re here to help. We’ll support you through onboarding, data migration, and fundraising App installation. If your team needs help using any portion of the platform, we’ll provide strategic and technical expertise to help you overcome challenges as they arise.

Salesforce Services

As your Salesforce strategic partner, we’ll tailor a plan to fit the specific needs of your team. Here are some services we typically provide our Salesforce clients.

Data Migration Consulting

  • Discovery sessions
  • Consultation on data mapping
  • Prepare contact record files
  • Training and import best practices

Configuration & Onboarding

  • Standard and Custom Object set-up
  • Configure fields, user permissions, and features
  • Build process automations
  • Install Apps and develop integrations

Platform Support

  • Support for all Salesforce Objects and features
  • Configure and administer user and data permissions
  • Constituent stewardship & business process support
  • App and integration support

A Solution to Connect

We helped NephCure bring their systems together by creating a secure, real-time sync from the online tools provided on their website to their Salesforce CRM. The integration provides NephCure staff immediate interaction with patients, automated follow-up calls, and enables them to better serve the community.

Segment by Actual Market Data

Our team of implementation specialists are trained in the RealZips geolocation solution for Salesforce.com. Learn more about this unique application to help drive efficient fundraising and donor engagement.

360 Degree Donor Stewardship

We worked with BBBS Los Angeles to select and implement the Salesforce Nonprofit Success Pack and Classy fundraising platform. We managed all aspects of the migration including requirements, solution design, implementation, data migration App integration, testing, and training.

Meet Our Certified Salesforce Administrators

Does your team need a Salesforce expert?

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