Salesforce for Nonprofits

We help nonprofits strengthen their mission by harnessing the power of the highly secure and scalable Salesforce platform.

Salesforce is the worlds leading CRM solution, designed to help organisations build and maintain trusted and lasting relationships.

With functionality designed for the specific requirements of nonprofits and combined with substantial discounts (including ten free licenses) through the Salesforce Power of Us programme, this can be a highly cost effective solution for nonprofits to streamline and scale both operations and fundraising, providing a 360º view across the organisation.

The benefits of Salesforce for nonprofits are many and varied and will depend on the nature of your organisation. Whether you currently work off spreadsheets, or use a variety of systems to manage different aspects of your mission, moving to Salesforce could provide significant value.

We offer a kickstarter to small charities with an annual income of less than £500,000.

Benefits to nonprofits include

  • Raising more funds

  • Providing better programmes

  • Communicating more effectively

  • Engaging and strengthening communities

  • Increasing employee and volunteer performance

Functionality specific to nonprofits includes

How we can help you

Successfully adopting new technology can be transformative, but it can also be challenging. We focus on the three pillars of people, process and technology to deliver maximum value while minimising disruption.

People

Changing habits can be difficult. We have realised over the years that to build trust, it’s essential to involve staff from all tiers of an organisation early on. We take them on the journey as well as providing training and support along the way, to ensure they make full use of the new capabilities.

People services include

• Orientation & training
• Change management
• User acceptance testing
• Ongoing user support


Process

Simply moving your existing processes into Salesforce misses the opportunity to improve and leverage new capabilities. Managing this change has to be done with sensitivity to maximise value without unsettling your team and is closely tied to our work with people.

Process services include

• Business analysis
• Process redesign
• Change management
• Documentation & training materials



Technology

We have many years experience implementing Salesforce solutions for a wide variety of organisations. Our expertise and product knowledge enable us to maximise the inherent value of the platform, customising it to your exacting requirements.

Technology services include

• Solution design
• Configuration
• Coding (if required)
• Integration
• Technical support
• Deployment management

Contact us for a free, no obligation audit of your existing systems and processes, or to discuss the value Salesforce could bring to your mission.