Small or large, we do a lot before you pay us any money. Our Pre-Sales team will discuss your situation, we’ll send an extensive questionnaire to ensure we understand your situation and one of our Team Leaders (often our CEO Paul Keogan) will spend an hour on a phone/video reviewing your needs and ensuring we develop the right implementation plan for you.
Easy and Powerful
Salesforce should be easy and powerful for all your teams, including major gift officers, donation processing folks, volunteer coordinators, the program team, etc. This is where the blending of our nonprofit and Salesforce expertise shines. We use all the advancements and create a solution that is unique for your team.
We work with large nonprofits moving from Raiser’s Edge and small nonprofits moving from spreadsheets. Our pre-sales work ensures to define the right implementation strategy based on your needs, size, and budget.
Yes, we can transform, clean and migrate your data. But what makes us unique is that we are experts in Raiser's Edge and any number of CRMs; we work with and are partners with many other CRMs - our knowledge of these other systems and how they differ from Salesforce ensure success.
We are nonprofit web tech experts - Website Design, POS, Events, Fundraising... we can help you select and then integrate Salesforce with all your other components.
We have an advanced support process. We offer different support packages depending on your needs - these can include training, ad hoc support, proactive support, and Salesforce administration.