Salesforce Quickstart Implementation For Non-Profits

Salesforce For Non-Profits

Get up & running in 40 hours

Are you new to Salesforce? We offer an affordable QuickStart package for your non-profit that is perfectly designed to get you up and running in a short time, and on a limited budget.

0Hours

Scope of Project

$0

Fixed Fee
308-name05821-chim-eye

How We Do It?

1

Discovery Session

Our consultants will facilitate requirements gathering sessions to learn about your organization and your unique working processes. We’ll uncover and document what information you’d like to capture and track in Salesforce, and finalize the key performance metrics that you will need to report on for measuring success.

2

Configuration

After understanding your vision, our consultants will then configure Salesforce to support your working needs. We’ll make sure that Salesforce is optimized to provide your users the best possible experience.

  • Manage Individual & Household donors
  • Donation Management (One time & recurring)
  • Setup Memberships & Affiliations
  • Volunteer Management
  • Grant Management
  • Gifts & Soft Credits
  • Automated Workflows (4 nos) & Validation Rules (2 nos)
  • Activities (Tasks, Events & Email)
  • Email Integration

3

Create Reports and Dashboards

Once the configuration is complete, we will create up to 10 reports and 1 dashboard that will help you track your performance, key metrics (KPIs), and operational trends to enable better decision making.

4

Deliver End User Training

We will provide user training on the configured Salesforce instance to drive adoption and guide your team to success. A video recording of the conducted training session will be shared for future use. Participants will have hands-on exercises to reinforce business processes and drive adoption.