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Salesforce

Salesforce, shaped around how your nonprofit actually works.

Every nonprofit's Salesforce journey looks a little different, but the shape of a healthy implementation is fairly consistent. Here's how we typically work, end to end, on Salesforce for Nonprofits, NPSP and Agentforce Nonprofit (formerly Nonprofit Cloud).

Why Salesforce for nonprofits

Built for mission, not just sales

NPSP and Agentforce Nonprofit add a nonprofit-shaped data model on top of Salesforce, with donors, households, gifts, grants and programmes as first-class citizens.

One source of truth

Fundraising, programmes, finance and communications all working off the same constituent record, instead of stitching exports across five different tools.

Grows with you

Start lean with the bits that matter today, then layer on marketing automation, analytics and AI when your team is ready, without ripping anything out.

A typical implementation lifecycle

Each step can be a standalone engagement, or part of a broader programme. We bend the pace and scope to fit your team.

  1. 01

    Discovery & requirements

    We sit down with programme, fundraising and finance leads to map how your nonprofit actually runs, and where Salesforce should fit in.

  2. 02

    Architecture & data model design

    NPSP, Nonprofit Cloud or Agentforce Nonprofit, we design an object model around your donors, beneficiaries, programmes and grants.

  3. 03

    Configuration & customisation

    Page layouts, record types, flows and validation rules, kept clean and documented so the next admin can follow along.

  4. 04

    Data migration

    We clean, map and migrate your existing donor and donation history, with checkpoints so nothing gets lost in translation.

  5. 05

    Integrations

    Payments (FinDock), marketing, finance and any third-party tools, wired in so data flows once and lives in one place.

  6. 06

    Training & change management

    Role-based training and short, friendly documentation so your team adopts the system instead of working around it.

  7. 07

    Go-live & ongoing support

    A calm launch, followed by responsive care, small enhancements and quarterly reviews to keep the system healthy.

Wherever you are on your Salesforce journey,

we'd love to hear about it. A short call, no slides, no pressure, just an honest conversation about where Salesforce can help.

Get in touch