Services

Discovery Services

1. Needs Assessment: Conducting thorough assessments to understand the specific needs of each non-profit organization.
2. Stakeholder Interviews: Engaging with key stakeholders to gather detailed requirements and expectations.
3. Process Mapping: Documenting existing processes and identifying areas for improvement or automation.
4. Solution Envisioning: Creating a vision for how Salesforce can address the identified needs and challenges.
5. Documenting User Stories: Capturing detailed user stories to guide system design and customization.

Administrative Services

1. User Management: Creating and managing user accounts, profiles, roles, and permissions.
2. Data Management: Data cleaning, de-duplication, import, export, and backup services.
3. Customization: Customizing layouts, fields, and Salesforce objects to suit client needs.
4. Report and Dashboard Creation: Developing and maintaining custom reports and dashboards.
5. System Maintenance: Regular system health checks, updates, and optimizations.
6. Security Management: Implementing and monitoring security settings and protocols.
7. Data Entry: Manual data entry when a data job is not possible. Please see Data Entry Services page. 

Adoption Services

1. Training and Support: Providing tailored training sessions for different user levels.
2. User Engagement Strategies: Developing strategies to increase system usage and adoption.
3. Feedback Collection and Implementation: Gathering user feedback and making necessary adjustments.
4. Change Management: Assisting organizations in managing the transition to Salesforce or new features.
5. Documentation and User Guides: Creating comprehensive and easy-to-understand documentation and user guides for end-users.
6. Onboarding Assistance: Helping new users get up to speed with the Salesforce environment.

Consulting Services

1. Strategy Development: Assisting in developing a Salesforce strategy aligned with organizational goals.
2. System Analysis and Audit: Evaluating existing Salesforce setups and recommending improvements.
3. Custom Solution Design: Designing tailored solutions to meet specific non-profit needs.
4. Integration Services: Integrating Salesforce with other systems and applications.

Additional Services

1. Application Development: Building custom Salesforce apps using Apex, Visualforce, or Lightning components.
2. Migration Services: Assisting in migrating from other systems to Salesforce.
3. Nonprofit Cloud Consultation: Specialized advice on leveraging Salesforce Nonprofit Cloud.
4. Grant Management: Implementing solutions for managing grants within Salesforce.
5. Volunteer Management: Setting up and managing volunteer management systems in Salesforce.
6. Fundraising and Donor Management: Tools and strategies for effective fundraising and donor engagement.
7. Analytics and AI: Leveraging Salesforce Einstein for predictive analytics and AI capabilities.

Post-Implementation Support

1. Ongoing Support and Troubleshooting: Providing ongoing assistance and resolving any issues.
2. Enhancement Services: Continual improvement of the system with new features and updates.
3. Performance Monitoring: Regularly monitoring system performance and user satisfaction.