Salesforce Quickstart Implementation For Non-Profits

Get up & running in 40 hours

Salesforce For Non-Profits

Are you new to Salesforce? We offer an affordable QuickStart package for your non-profit that is perfectly designed to get you up and running in a short time, and on a limited budget.

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How We Do It?

The following are the steps in our process

STEP 1. Discovery Session

Our consultants will facilitate requirements gathering sessions to learn about your organization and your unique working processes. We’ll uncover and document what information you’d like to capture and track in Salesforce, and finalize the key performance metrics that you will need to report on for measuring success.

STEP 2. Configuration

After understanding your vision, our consultants will then configure Salesforce to support your working needs. We’ll make sure that Salesforce is optimized to provide your users the best possible experience.

  • Manage Individual & Household donors
  • Donation Management (One time & recurring)
  • Setup Memberships & Affiliations
  • Volunteer Management
  • Grant Management
  • Gifts & Soft Credits
  • Automated Workflows (4 nos) & Validation Rules (2 nos)
  • Activities (Tasks, Events & Email)
  • Email Integration

STEP 3. Create Reports and Dashboards

Once the configuration has been completed, we will create 10 reports and 1 dashboard that will help you track your performance, spot key trends of your operations and enable data driven decision making.

STEP 4. Deliver End User Training

We will provide user training on the configured Salesforce environment and record them to guide your team to success. We’ll cover key concepts on how users will need to find, create and update information in Salesforce. Participants will have hands-on exercises to reinforce business processes and drive adoption.

Let’s Talk About Your Project

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