Human-Centered Salesforce Solutions
Experienced consultants who can help you figure out how to apply Salesforce and related systems to help your people do the work to deliver on your mission.
Description
Today, even the smallest nonprofits have a pretty complicated tech stack. Most organizations need to run not just an online donation platform, but also core CRM, marketing automation, event management and finance systems.
This leads to some consistent challenges, such as:
This leads to some consistent challenges, such as:
- How do I tracking funding for programs and financial reporting across different online and offline fundraising channels?
- How do I segment communications and event invitations by donor data and causes supported?
- How do I align tax receipting and donor stewardship across ALL online and offline fundraising channels?
We make sense of this!
Benefits
Blueprint
We map your processes and analyze the critical use cases that need to be addressed through your implementation.
We review your current systems and data to understand how things work now and how your information is structured.
We then translate these needs into a future-state architecture and prioritized implementation plan to get you there.
Implement
Working from the Blueprint, we execute a tightly focused implementation to deliver your solution and enable your users.
Our implementation follows an iterative model of 4-week sprints to rapidly deliver functionality in a highly interactive way that allows your team maximum visibility and input.
Adopt
Following the successful launch of your solution, we can provide retainer-based support from our consultants.
Our expert becomes an extension of your organization’s team – understanding both your specific Salesforce instance, as well as your organization’s operating processes, priorities and needs.
