We serve nonprofits and educational organizations by leveraging Salesforce to drive your mission forward.

Your CRM should work for you —not the other way around.

What we are about…

We believe your team is at its best when you can focus on what matters most. We're a team of nonprofit experts, here to help your organization use Salesforce to improve fundraising, marketing, and management.

With a clean database, you will…

  • Raise more funds

  • Improve programs

  • Attract more volunteers.

We'll assist you with proven strategies to enhance your Salesforce Education Cloud or Nonprofit Cloud CRM.

What sets us apart…

We're more than tech experts. As nonprofit specialists, we champion Salesforce for its ability to help nonprofits and educational organizations leverage and organize data for transformative change.

Through our unique coaching style, we help even the smallest organizations use Salesforce to power your goals. We equip your CRM to work for you and have you operating it confidently in the driver’s seat!

Let’s work together!

Together, we can create change and greater impact for your organization!

EDUCATION

At Tipping Point Consulting, we help schools, colleges, and educational organizations streamline student recruitment and hone data to inform decision-making. Our services span data reliability, workflow automation, application management, and successful fundraising solutions.

We tailor Salesforce to your unique needs, optimize it for easy upkeep, and provide hands-on training for your team. With our help, you can trust your data, streamline operations, and deliver top-notch educational experiences.

NONPROFITS

With a focus on empowering nonprofit organizations,

Tipping Point Consulting equips nonprofits with Salesforce solutions, including data cleaning, workflow automation, program management, training, and support.

We tailor Salesforce to your needs, ensuring data accuracy, process efficiency, and improved fundraising. With our training and support, your team can amplify community impact and maximize your nonprofit's potential.

We can optimize your Salesforce CRM to:

  • Turn prospects into donors with automated engagement plans complete with reminders.

  • Onboard and track volunteers, then share ways they are making an impact.

  • Integrate both staff inboxes and your mass email program for seamless communication.

  • Take online donations and track offline donations, all in the same system.

  • Keep a finger on your organization’s pulse with custom reports and dashboards.

  • Know where you stand when applying for and reporting on your grants.

  • Register attendees, take on-site payments, and follow up after events.

  • Link your nonprofit’s systems to streamline processes and save hours of time and effort.

  • Keep track of program assets, participants, surveys, and more in a single system.

Case Studies

ABLE and LAWO:
Complex Grants Management

Advocates for Basic Legal Equality (ABLE) and Legal Aid of Western Ohio (LAWO) partnered to advocate for legal rights in Ohio and manage various grant programs. Robin Stone, Manager of Grants and Contracts for ABLE, led the transition to Salesforce, streamlining grant approval and reporting processes for both organizations. The goals were to create consistency in grant processes, maintain a single source of truth for funder communications, automate reminders, and generate accurate reports.

IPS Foundation:
Streamlined Donor Management

The Indianapolis Public Schools Foundation (IPSF) has a rich history of investing in the growth and success of the Indianapolis Public School District. To support their philanthropy approach, IPSF sought a system to streamline donor data management, prospect and manage sponsorships, conduct large-scale grant applications, and manage a micro-grant program. Thanks to the expertise of Abby, IPSF can now efficiently enter and pull data, allowing them to focus on fundraising for the district.

DayStar Childcare:
Comprehensive Student Management

DayStar Childcare and Infant Learning Center partnered with Tipping Point Consulting to implement Salesforce CRM with EDA/K-12 pack for streamlined data management and improved processes. Customized flow forms, HelloSign integration, and sliding scale tuition calculations simplified family and student onboarding. The CRM facilitates tracking assessments, surveys, and demographic data, meeting funder requirements. Future plans include leveraging Salesforce for tracking growth, collaboration, and gathering feedback from parents and the community.

Let’s Work Together!

Together, we can create change and greater impact for your organization!