Salesforce Services

Overwhelmed when you think of moving to Salesforce? You don't have to be! We're here to help walk you through your project one step at a time.

Implementation and Configuration
We will be by your side as we work through transitioning you from your existing CRM system to your new home on Salesforce.
App Development or Transition
Need your existing salesforce to meet your specific need and don't know where to turn? We'll help find the best solution (or create it) and help get your data moved in.
Nonprofit Success Pack
We can help implement, upgrade or transition your organization to the Nonprofit Success Pack. This open source app helps automate nonprofit specific tasks.
If your processes or data has changed since implementing Salesforce, it may be time for a tuneup. We'll carefully work with your data to match it to your processes.
Marketing Automation
With Salesforce Pardot or Marketing Cloud your email engagement can be so much more. We'll walk through that automation process and give you the tools to take your email marketing to the next level.

Some of the apps we work with

We work beyond just Salesforce

Donor Portal
Use your Salesforce data to create a custom donor portal
Automated Giving Pages
Are you still manually updating your website when you add a fund in Salesforce? Sync your funds from Salesforce and automagically create giving pages.
Volunteer Management
Looking to give your volunteers access to view the donations you've collected on their behalf? We can help create a portal for them to securely see their gifts.
Custom Salesforce Objects
We can take any custom Salesforce objects and sync that data to your WordPress site.
Marketing Forms
We'll help connect your Pardot forms with WordPress to generate more leads and convert more donors.

WordPress Integration

Ever wish your Salesforce data could do more for your community? We can help integrate your Salesforce data with the world's #1 CMS system.

Looking for support on a monthly basis?

If you're looking for regular help we're happy to jump in!
Check out our plans below and select the one that best fits your needs or contact us and we'll create a custom package that works best for you.

Contact Us

Starter Package

5-hours of support
Includes 1-hour consultation
Access to our project system
Cancel anytime

Contact Us

Impact Package

20-hours of support
Includes 4-hours of consultation
Access to our project system
Automate new processes
Improvement suggestions
Cancel anytime

Contact Us

Success Package

10-hours of support
Includes 2-hours of consultation
Access to our project system
Cancel anytime

Lets get started!