Then we are here to help you.
Our Nonprofit EZ Launch and Nonprofit Quickstart service makes it easy for your organization to get up and running on the Salesforce NPSP — quickly and cost-effectively.
The Salesforce strategy that we deploy for our partners are designed keeping in mind the objective of the organization refined by data on all constituents at the center. We help them finetune and enhance the results of their campaigns with gap analysis and the marketing & communication tools at their disposal.Scenario.
Data Migration from Raiser’s Edge to Salesforce Cloud
Salesforce has a lot to offer nonprofits. It’s a powerful complex system for managing and reporting on all your constituent interactions. The key to successfully using it is setting up correctly to to meet your organization’s needs. Our team of Salesforce experts are ready to help you get most out of Salesforce now and as your organizatio evolves.
Besides Salesforce Nonprofit Success Package, our team of certified experts can help you implement the full suite of Salesforce products including Sales Cloud, Pardot, Marketing Cloud & Service Cloud.
We can set up reports and dashboards that will help you track your performance, spot the key trends of your business and enable better decision making.
We are experts at integrating Salesforce and Pardot with different systems that your business runs on including your website, marketing platforms, and accounting systems.
Our data services include database cleanup, duplicate management, and data migration. We will help you formulate and implement a data strategy.
We develop custom Force.com components to expand your Salesforce instance with web interfaces, triggers, buttons, report generators, etc.
We provide Salesforce and other CRM consulting services as needed by our clients
Manage and connect with constituents
Drive fundraising efforts across channels
Manage Programs and expand Operations
Collaborate and innovate across teams
Salesforce Nonprofit Success Pack Implementation and configuration includes
Salesforce Nonprofit Success Pack Implementation and configuration includes
Our consultants will facilitate requirements gathering sessions to learn about your organization and your unique working processes. We’ll uncover and document what information you’d like to capture and track in Salesforce, and finalize the key performance metrics that you will need to report on for measuring success.
After understanding your vision, our consultants will then configure Salesforce to support your working needs. We’ll make sure that Salesforce is optimized to provide your users the best possible experience. Manage Individual & Household donors Donation Management (One time & recurring) Setup Memberships & Affiliations Volunteer Management Grant Management Gifts & Soft Credits Automated Workflows (4 nos) & Validation Rules (2 nos) Activities (Tasks, Events & Email) Email Integration
Once the configuration has been completed, we will create 10 reports and 1 dashboard that will help you track your performance, spot key trends of your operations and enable data driven decision making.
We will provide user training on the configured Salesforce environment and record them to guide your team to success. We’ll cover key concepts on how users will need to find, create and update information in Salesforce. Participants will have hands-on exercises to reinforce business processes and drive adoption.
A Division of Blue Ridge Technologies, Inc.