Nonprofit Success Pack Quickstart: $7,000

Includes:

Time spent learning how your organization data operation works and getting all the information together to be sure we are ready to set up your account
Setting up individuals, families, and corporate accounts inside your instance
Setting up how grants or donations are processed in your instance and the information collected for them
Setting up and syncing an online donation form that speaks to your Salesforce instance via iATS Payment (other payment processors may be substituted, depending on needs)
Importing your pre-formatted and cleaned donor and donation data into the system
Customizing profiles and permissions so that the right staff members have access to the right information
Setting up your dashboards and homepage for user friendliness
Set up the sync between your email account and the Salesforce instance
Training on how to use the Salesforce instance. Documentation on what is built and how to use it

Volunteers for Salesforce Quickstart: $4,500

Includes:

Time spent learning how your organization data operation works and getting all the information together to be sure we are ready to set up your account
Setting up volunteer skills you want to keep track of, and customizing availability for volunteers (weekends, weekdays, etc.)
Setting up two email notifications for volunteers, typically a thank you when they sign up for a shift and a reminder before their shift begins
Adding volunteer-related custom data to your system, such as working hours, total hours volunteered in a lifetime or a year, certifications that may be important to your organization, etc
Setting up a V4SF site that allows volunteers to see and update their basic contact data, sign up for shifts and jobs, log hours, and see how many hours they've volunteered.
Setting up a V4SF page that lets volunteers sign up for shifts or jobs.
Set up a calendar that shows all volunteer shifts and activities that are available.
Setting up a V4SF page that lets you list jobs that volunteers can sign up for.
Setting up a notification for the volunteer manager, often when a new volunteer signs up and needs to be followed up with or when a shift is coming up and doesn't have enough volunteers
Training on how to use the volunteers functionality. Documentation on what is built and how to use it

Pardot Quickstart: $4,800

Includes:

Getting to know your current marketing strategies and needs to ensure your success with Pardot.
Installation and basic setup of Pardot, including tracking codes, vanity URLs, and email authentication for improved deliverability
Syncing Pardot with your Salesforce CRM and importing clean data to be used for your email program
Creating the email templates, form, and one drip campaign you need to get your marketing journey started in Pardot
End user training on Pardot use and best practices. Documentation on any customizations in Pardot.

K-12 Recruitment Quickstart: $4,400

Includes:

Spending time getting to know your needs and use cases so the system can be set up to work for you
Configuring basic settings in EDA for things like naming conventions and account types (household or individual)
Adding additional information to the contact, and setting up stages to track where a recruit is in their journey
Creating a basic interest form that can be placed on your website to put interested parties into Salesforce. Time depends on your form and connector solution
Creating a notification when a contact changes statuses in your system. This can alert the recruitment team to a change
Setting up a basic event tracking system, without front-facing event sign up, to see which students have come to recruitment events. (Note: This could be replaced with using Zapier to map events from EventBrite or a similar event management system into Salesforce.
Upload of your current, pre-formatted data for those in the recruitment pipeline into Salesforce

Quickstart Packages