We only work with Nonprofits.

Salesforce and AI Consulting for Nonprofits

Get more from Salesforce.Use AI where it creates real value.

We implement Salesforce Nonprofit Cloud around how your organization actually works, then apply AI where it can create measurable value. Your team spends more time on the mission and less time managing systems.

Schedule a strategy call Explore Salesforce services TB

Tracey BraunDirector, Nonprofit
Customer satisfaction
4.8/5Across our Salesforce work
Salesforce certifications
50+Across our consulting team
Industry focus
NonprofitPurpose-built expertise
Salesforce projects
150+Implementations delivered

Practical AI, grounded in data your team can trust

We help nonprofits identify high-value AI use cases, establish responsible guardrails, and connect approved tools such as ChatGPT, Claude, and Agentforce to the right Salesforce data and workflows.

A general chatbot can draft a thank-you letter. An appropriately governed assistant with access to reliable donor context can help your team prepare a more relevant first draft, while keeping review and approval with your staff.

That is why our AI work often begins with data readiness. Clean records, clear permissions, and well-defined processes turn AI from an experiment into a useful part of daily work.

Explore AI for nonprofits

Meeting You Where You Are.

Three ways to move forward

Whether you are implementing, improving, or maintaining Salesforce, we start with your priorities and the stage your organization is in today. A trustworthy data foundation supports each stage and makes responsible AI possible.

Start where you are. We will help you define the next practical step.

01

Implement

You are moving to Salesforce Nonprofit Cloud for the first time or migrating from NPSP. We design constituent, fundraising, grantmaking, and program management processes around how your organization actually works, then connect the systems that matter.

We also design for reporting, adoption, security, and future AI use, so the foundation can grow with your organization.

What implementation covers
02

Optimize

You are already on Salesforce and it is not earning its keep. This is where most of our work starts: a health check on the org you have, cleanup and deduplication, reporting your board can rely on, and bringing teams still working out of spreadsheets back into the same system as everyone else.

Once the records and processes are trustworthy, we can add carefully governed AI use cases such as preparing grant-report drafts, summarizing constituent history, or supporting intake triage.

What optimization covers
03

Run

You need Salesforce maintained without adding a full-time administrator. A named team that knows your organization handles administration, user support, enhancements, and release readiness.

Where AI is in use, we monitor quality, adoption, cost, and changing requirements so it continues to earn its place.

What managed services covers

No handoff to a junior team.

Small on purpose

DTG is a consulting boutique by design. Senior leaders stay involved from discovery through delivery, supported by a focused team of certified consultants.

You get direct access to experienced decision-makers, continuity throughout the engagement, and a team that remains accountable after go-live.

DS
Dirk Steuernagel
Founder and CEO

Sets solution direction and remains closely involved in complex and strategically important engagements.

TB
Tracey Braun
Director, Nonprofit

Leads nonprofit delivery and is usually the person your team talks to week to week.

Who we work with

We work exclusively with nonprofits across the United States and Canada. Our team supports clients in English, French, and Spanish.

  • 50/50 Women on Boards
  • Resilience1220
  • LION Publishers
  • Lady Freethinker
  • SEEDS

More mission. Same team.

Ready to get more from Salesforce and AI?

In a first conversation, we will learn where your team is losing time, what is limiting your Salesforce investment, and where AI may create practical value.

Schedule a strategy call

Hear it from our Customers

  • "I cannot say enough positive comments about my experience with DTG. From start to finish the process was seamless and the entire staff were incredibly professional.”

    Seana Fern - 50/50 Women On Boards

  • "From the beginning this process was daunting. As a therapist with little background in technological systems, I was worried about how we were going to manage this project. The team at DTG stepped in and guided every step of the way!"

    Kari Read - Resilience1220

  • ”DTG was a thorough partner in our Salesforce implementation. Across their team we were able to talk to specialists that had experience with a wide range of Salesforce functions who helped us design and build a solution that will work for us for years to come.”

    Chloe Kizer - LION Publisher

  • “DTG was able to provide solutions and workability of our organizational reporting that we weren't even aware of—excellent service.”

    Janel DePew - Lady Freethinker

  • “SEEDS has successfully launched our new Alumni Network membership program with the technical support and expertise from DTG. We are grateful for their thought partnership and guidance along the way as we designed our pilot program."

    Lauren Lofton - SEEDS

Quick connect

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