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Level 3 - Organization Best Practice Review
Salesforce- NPSP is a broad platform capable of supporting many parts of an organization from fundraising/advancement, program tracking, constituent management, membership, volunteers, events, online communication and much more. This best practice review will look at the current use of salesforce in your organization and how it could potentially be optimized as a central platform for your non-profit organization and constituents. We will explore organization readiness and help estimate budget requirements to take full advantage of the platform.
- This will answer questions like:
- Does my organization have the right skills to properly support my users and what assistance will I need from third parties Can I integrate my current systems (accounting, donation, events, email, website / portal, advocacy, volunteer, membership,etc.) or move to a new package?
- Could I enable features in my current system that would make our organization more productive?
- Are there ways to improve automation and collaboration?