Salesforce should make the work easier.
Salesforce services for Nonprofits
Build a Salesforce system your team can rely on
We implement, improve, and support Salesforce for Nonprofits across fundraising, programs, grantmaking, stakeholder engagement, and impact measurement.
Implement
Start with the right foundation
For Nonprofits adopting Salesforce for the first time, replacing spreadsheets and disconnected systems, or moving from NPSP to Nonprofit Cloud.
We translate the way your organization raises funds, delivers programs, manages grants, and reports impact into a Salesforce solution your team can use confidently.
Nonprofit Cloud implementation
A complete implementation shaped around your priorities, processes, reporting needs, and team capacity.
- Stakeholder and relationship management
- Fundraising and gift management
- Program and case management
- Outcome and impact measurement
Grantmaking
Manage funding programs from invitation or application through review, award, disbursement, reporting, and closeout.
- Funding opportunities and applications
- Review and decision workflows
- Awards, budgets, and disbursements
- Grantee reporting and collaboration
NPSP to Nonprofit Cloud
Move with a clear business case, realistic scope, and migration plan instead of treating the transition as a technical upgrade.
- Readiness and fit assessment
- Future-state solution design
- Data mapping and migration
- Phased MVP or full transition
Connected experiences
Bring the tools and audiences around Salesforce into one coherent experience.
- Experience Cloud portals
- Marketing automation and engagement
- Forms, payments, events, and finance integrations
- Workflow automation and custom extensions
Every implementation includes the human side
Technology alone does not create adoption. We include collaborative discovery, solution design, data migration planning, testing, role-based training, documentation, and go-live support so your team understands both the system and the decisions behind it.
Optimize
Make your existing Salesforce investment work harder
For organizations with Salesforce in place, but too much work still happening in spreadsheets, inboxes, or manual processes.
We identify what is getting in the way, prioritize the improvements that matter, and make Salesforce easier to trust, use, and extend.
Health check and roadmap
Understand the current state of your Salesforce org and leave with a practical, prioritized improvement plan.
- Architecture and configuration review
- Security, access, and technical debt
- User experience and adoption
- Prioritized recommendations
Data quality and reporting
Give staff and leadership a shared view of reliable information.
- Data cleanup and duplicate management
- Data model and field rationalization
- Operational reports and dashboards
- Leadership and board reporting
Process improvement
Reduce repetitive work and close the gaps between teams and systems.
- Workflow and approval automation
- Forms and guided processes
- Integrations and system consolidation
- Backlog design and enhancement delivery
AI and automation readiness
Prepare Salesforce data, permissions, and processes for responsible AI use.
- Readiness and use-case assessment
- Data and permission requirements
- Claude or ChatGPT integration
- Governance, testing, and adoption
Run
Get the Salesforce expertise you need, when you need it
For Nonprofits that need dependable Salesforce administration and continuous improvement without adding a full-time specialist.
Your named DTG team learns your organization, supports users, manages priorities, and keeps the system aligned as your programs and fundraising needs change.
Administration and support
User access, configuration, troubleshooting, data imports, and day-to-day questions handled by people who know your org.
Enhancements and releases
A managed backlog, regular improvements, testing support, and preparation for Salesforce releases.
Adoption and guidance
Training, documentation, reporting support, and senior advice when priorities or requirements change.
Clear decisions. No mystery build.
How we work
A practical path from requirements to adoption
We keep business priorities, user experience, and technical decisions connected throughout the engagement.
Understand
Align on goals, users, processes, data, constraints, and measures of success.
Design
Turn requirements into a clear solution, delivery plan, and prioritized backlog.
Build and validate
Configure iteratively, demonstrate progress, test with users, and migrate data carefully.
Adopt and improve
Train your team, support go-live, measure adoption, and continue improving.
Your mission is specific. Your Salesforce should be too.
Who we support
Nonprofit expertise across the organization
Our work connects the teams raising resources, delivering services, managing relationships, and demonstrating impact.
Fundraising and advancement
Donor relationships, portfolios, gifts, campaigns, stewardship, and fundraising performance.
Programs and impact
Intake, enrollment, service delivery, case management, outcomes, and participant experience.
Foundations and grantmakers
Funding opportunities, applications, reviews, awards, budgets, disbursements, and reporting.
Operations and technology
Data quality, security, integrations, automation, governance, reporting, and user support.
Common questions
Finding the right starting point
Do we need a full Salesforce implementation?
Not necessarily. If Salesforce is already in place, a focused health check or a prioritized set of enhancements may create more value than rebuilding. We recommend the smallest practical engagement that can move you forward.
Should we migrate from NPSP to Nonprofit Cloud?
It depends on your current org, future requirements, data, integrations, budget, and internal capacity. We can assess the business and technical fit before you commit to a migration.
Can you work with an existing Salesforce org?
Yes. Much of our work begins with organizations that already use NPSP or Nonprofit Cloud and need improvements, new capabilities, better reporting, or ongoing support.
Can you connect Salesforce with our other systems?
Yes. We help integrate tools used for finance, payments, marketing, forms, events, document management, and AI tools such as Claude or ChatGPT. The right approach depends on the systems, data ownership, volume, and support requirements.
How do we begin?
Start with a strategy call. We will discuss your goals, current systems, pain points, timing, and budget, then recommend an appropriate next step.
Start where you are.
Let’s find the right next step for your Salesforce
Tell us what is working, what is getting in the way, and what your team needs Salesforce to do next.