Engage us to deliver an end to end solution to run all your operations on Salesforce. Right from Supporter management to integration with your accounting systems.
Alternatively, pick and choose only the specific services as and when you need.
Specialist Services for Nonprofits
Effectively use your grant of Salesforce licences and Nonprofit Starter Pack ( NPSP 3.0 ) from Salesforce Foundation. NPSP is a great starting point. We can quickly customise and implement it to meet your current needs and future direction.
Manage supporter contact details, supporter relationships among each other and households.
Keep track of grants, one-off donations, bequeaths and donors.
Manage recurring donations and payments.
Build and manage supporter communities.
Once again using Salesforce Foundation licence grant and NPSP, we can help you make your fund raising activities more effective and efficient.
Manage leads, opportunities (donations) and contacts (donors) with powerful Salesforce platform.
Effectively create and deliver fund raising campaigns.
Get the dashboards and reports you need to maximise your return on fundraising investment.
Keep supporters engaged to earn their long term & commitment and funding for your cause.
Use off the shelf solution accelerators from Salesforce Foundation to quickly customise and implement your volunteer management programme.
Manage volunteers, jobs and the hours volunteers work for.
Manage ongoing and event specific volunteer jobs and shifts.
Recruit volunteers on your website, accept registrations for specific jobs, skills and shifts.
Integrate volunteer management with the rest of Nonprofit Salesforce platform.
Salesforce data management
Import data from your current systems, spreadsheets and other sources. Clean and consolidate data before the import.
Proactively manage data quality, remove or fix bad data regularly to ensure you continue to get value from your Salesforce system.
Reorganise data using custom objects as your business needs change.
Create processes to upload leads and other data you import regularly.
Create processes to export data into your external reporting and other business applications.
Ensure your Salesforce system continues to adapt and become increasingly more valuable as your business needs evolve or you identify issues with current system.
Create new custom objects, custom fields and screens to capture additional information.
Create new or modify campaigns, email templates, mail merge templates, reports and dashboards.
Manage data - remove unwanted data, import data, cleanse and consolidate data in your system so that it accurately reflects correct information.
Get help with training, troubleshooting and quick how-tos.