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COPY Our Salesforce for Nonprofits Services
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Assessments
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Implementation
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Enablement & Advancement
Our approach to evaluating Salesforce involves thoroughly examining your organization’s operations, constituent data, the existing state of your Salesforce NPSP processes, and the structure of your Salesforce org.
This comprehensive analysis encompasses all aspects from configuration to security and governance. The outcome of this assessment is a detailed and actionable report that outlines enhancements for your Nonprofit CRM including recommendations for immediate improvements as well as longer-term solutions to maximize the effectiveness of your Nonprofit Salesforce solution.
Since every mission is unique, each implementation varies as well.
We have devised a flexible methodology that allows us to provide Salesforce solutions tailored for nonprofits, ranging from simple initial setups of Nonprofit Cloud to intricate, multi-cloud solutions.
Whether you’re looking to embark on a completely new Salesforce implementation or transition from Salesforce NPSP to Nonprofit Cloud we are here to guide you through the business and technical challenges commonly associated with CRM implementations.
There are various ways to enhance and advance your Salesforce for Nonprofit CRM solution, all aimed at increasing its value to your organization.
This can involve addressing existing pain points, implementing new features, aligning the Nonprofit CRM with your organizational processes, or integrating it with other enterprise systems to improve user and donor experiences and expand the utilization and value of Salesforce.
By enabling and advancing your organization’s utilization of Salesforce’s Nonprofit CRM’s built-in tools and features provided with each new release, you can optimize its capabilities.