Whether you’re a two-person operation in need of a basic donor database or a national organization implementing a Salesforce Experience for your constituents, we have the tools you need. Custom implementations always begin with a plan, move into implementation, and end with empowerment.

Plan: Our team of nonprofit evaluators and fundraising professionals works with your team to plan your new or improved CRM. The planning process not only builds the roadmap for your implementation. It may also transform your current business processes. We pinpoint tangled workflows and repetitive tasks ripe for automation. Then, we make a plan to streamline those processes so your team can focus more effort on what really matters

Build: We walk with you through the entire build process, ensuring that users’ voices are heard throughout. We can even partner with your team in a side-along build where we give you the tools but you do 90% of the construction.

Empower: We’ve seen CRM implementations crash and burn in the adoption phase enough times to know this step is crucial. We don’t just conduct a one-day training and leave your users to flounder through the system on their own. Our team provides yours with in-depth video documentation for end users. And all our projects include time for one-on-one training with your internal admin and three months’ worth of follow-up support for your entire team.