We help nonprofits trust their data, automate their workflows, and do more good using Salesforce.

We Deliver . . .

  • Whether you’re writing a grant report or creating next year’s major gifts strategy, clean data is essential. We help you deduplicate and validate existing data and implement rules and processes to keep data clean moving forward.

  • Automations can help you keep data up-to-date, send reminders to follow up with volunteers or donors, and more. We create automations to save your staff time and effort every day.

  • We’ve leveraged our fundraising experience to add even more functionality to NPSP. We’ll coach your team on what’s available and how to use it to get a complete picture of your development efforts.

  • Your grant funders need to see what your organization is doing on the ground. And your team members need to provide services without feeling like all they do is update data. Salesforce gives you a case and program management platform that can meet both needs at once — and that can be customized for your specific needs and workflows.

  • Our hands-on trainings allow users to build experience in Salesforce before go-live. And we provide step-by-step end user documentation that helps your team continue to follow best practices and get the most out of your CRM.

  • Whether you’re a small-but-mighty team who needs to outsource your system administrator work or a larger team who just needs support as you grow into Salesforce, we provide affordable managed services packages that give you help when you need it.

How We Work with Nonprofits

Step 1: Discovery and Design

We dive into your existing data and workflows as well as your CRM wishlist to generate a map of your Salesforce customizations.

Step 2: Build

Leveraging as much of Salesforce’s standard setup as possible (which makes your instance easier to maintain) we build out your customized Salesforce CRM. This includes all the custom information, page layouts, workflows, and automation we mapped out in discovery. Along the way, we’ll get your feedback on the end user experience.

Step 3: Document and Train

We create step-by-step end user documentation that’s easy to digest and follow. Then we conduct hands-on virtual trainings with your team — complete with homework to help them really get comfortable with Salesforce. Our home page setup includes links to your team’s custom documentation, so it’s always at their fingertips when they need it most.

Step 4: Ongoing Support

Every Tipping Point Consulting project includes post-project support wrapped in. This helps us tie up any loose ends, add more functionality to your system, or provide more targeted support to users. And if you need more support for a longer time, our managed services packages can be a great fit.

FAQs

  • It depends! Nonprofits are generally able to access Salesforce’s Power of Us program, which gives them free and deeply discounted access to the platform. The cost of an implementation varies depending on what your organization needs. Give us a call today to talk through your needs, and we’ll create a custom proposal.

  • Salesforce implementations can take anywhere from a few weeks for a straightforward, simple setup to several months or more. The timeline largely depends on three factors:

    1. Complexity: Are you using Salesforce to integrate data from multiple places? Implementing acorss several distinct teams? Or just looking to enhance basic NPSP functionality? The more complicated your implementation is, the longer it will take. (But we often do a phased approach so some of your teams can access Salesforce sooner rather than later!)

    2. Data: If you have tens or hundreds of thousands of constituents, decades’ worth of data, or data that lives in multiple databases and spreadsheets, we’ll need more time to clean it up and get it ready for import. If you’re a new organization or starting your data largely from scratch, we won’t need as much time.

    3. Availability: Any CRM implementation takes input and involvement from your team. If you have limited availability for meetings and training, we’ll implement over a longer period of time. We’d rather get it right than do it fast without your input!

  • Besides being infinitely customizable and extendable, Salesforce is one of the only nonprofit centered CRMs on the marketplace that can fold in data from your entire organization — individual giving, major gifts, grants and grant reporting, program and client data, volunteers, and more.

    Having all your data in one place makes it easier for your team to learn the technology and helps you drive decisionmaking with comprehensive data.

  • At Tipping Point, we do all Salesforce all day. We think it’s the best tool for most nonprofits, and we want to specialize deeply in this database. We have done plenty of migrations from these and other databases, though.

  • We require all of our clients to earmark at least one team member to be a system administrator and Salesforce super user. We start working with this person (or a small team of people) from the very start of your project to skill them up in Salesforce administration. By the time you’re live, they should be able to add new users, conduct basic user training, run reports, create dashboards, and generally understand how your instance operates.

    We also offer managed services package if you want to have Tipping Point on tap for ongoing development.

  • With our years of Salesforce experience, we’ve implemented a ton of excellent apps off of Salesforce’s AppExchange. In fact, the open source nature of Salesforce and the AppExchange is one thing we love about it. You can pick and choose the functionality your organization needs to thrive.

    We have a wealth of experience and a list of our favorite apps for different use cases, like event management and online giving. But if you are already using or have in mind a specific Salesforce-integrated platform or app, just let us know. Even if we’ve never heard of it before, we’re always eager to learn something new!