Services and Solutions
Our solutions are intuitive and tailored to each client. We take the time to understand what’s important to teams and how they work best. We create great CRMs by combining best practices, industry standards, and orgs’ unique priorities.
We create comprehensive CRMs for your entire organization, or focused solutions for just one or two business areas. We design solutions for:
- Marketing and Communications
- Member Services
We also build integrations to third party systems ranging from online donation systems to marketing automation platforms to websites and more.
We work with foundations to build and update CRM + grants management systems, using Salesforce and the Outbound Funds Module. We also help design and integrate applicant and grantee portals, including Salesforce Communities. Learn more about what Outbound Funds Module is here, and see our demo of how it enables efficient grants management here.
Implementations and Enhancements
We offer Implementation services for organizations new to the platform, where we build a Salesforce CRM tailored to their teams’ needs. We also help organizations that are currently using Salesforce enhance their systems to address pain points or to add new functionality. Learn more.
In a Discovery, we produce the design and governance recommendations for a Salesforce CRM, tailored to your organization’s needs. We investigate current technology and how it’s used, teams’ technical capacity, and desired future state. And we interview and audit data for all impacted teams. At the end of the process, we provide our recommended solution, project budget, and timeline.
We empower teams to take the reins of their CRM, working one-on-one with system administrators to build their technical and interpersonal skills. We’ve upskilled dozens of full-time, part-time, and unofficial Salesforce admins, helping them master their role as the resident CRM expert. Learn more.
CRM is a strategic advantage, as long as orgs have a vision and a plan to execute it. We help nonprofit leaders define their vision for how CRM can support their unique priorities and goals, today and in the future. And, we support the execution, including governance strategy, technical audits, and communications planning.