Leverage expertise in Salesforce and business analytics to transform your nonprofit organization!

Services

Salesforce Implementation & Setup

I help you get started with Salesforce from the ground up, ensuring a smooth transition for your team.

  • Initial consultation and needs assessment

  • Salesforce setup and configuration

  • Data migration and integration

  • User training and support

Customization & Configuration

Customize and configure Salesforce to align with your specific processes and goals.

  • Custom objects, fields, and layouts

  • Workflow automation and process builder

  • Custom reports and dashboards

  • Tailored user interfaces

Data Management & Migration

Ensure your data is clean, accurate, and seamlessly integrated into Salesforce.

  • Data cleansing and de-duplication

  • Data migration from legacy systems

  • Ongoing data maintenance

  • Data integrity and security protocols

Nonprofit Success Pack (NPSP)

I specialize in configuring and optimizing the NPSP/ Nonprofit Cloud to help you manage donors, volunteers, and programs.

  • NPSP/ Nonprofit Cloud installation and setup

  • Customization for your nonprofit's needs

  • Training on NPSP/ Nonprofit Cloud features

  • Ongoing support and optimization

Grant Management Solutions

Simplify the grant management process, helping you track applications and manage funding effectively.

  • Grant tracking and management setup

  • Custom workflows for grant applications

  • Reporting and analytics for grant performance

  • Integration with other tools

Donor Management & Engagement

Build stronger relationships with your donors through effective donor management strategies.

  • Donor segmentation and targeting

  • Campaign management and tracking

  • Personalized communication templates

  • Donation tracking and reporting

Training & Support

I provide comprehensive training and ongoing support to ensure your team is confident in using Salesforce.

  • Hands-on training sessions

  • Customized user guides and documentation

  • Help desk support and troubleshooting

  • Regular system check-ups and updates

Strategic Consulting & Best Practices

I offer insights and best practices tailored to the nonprofit sector to maximize your Salesforce investment.

  • Strategic planning and roadmap development

  • Best practices for nonprofit Salesforce usage

  • Continuous improvement and innovation

  • Performance monitoring and optimization

AI & Intelligent Automation Services

I transform your organization with Salesforce's latest AI innovations, including Prompt Builder and Agent Force AI.

  • Design and implement custom AI solutions using Prompt Builder and Agent Force AI

  • Create intelligent workflows that combine AI-powered automation with predictive analytics

  • Deploy conversational AI strategies with custom conversation flows, knowledge base integration, and performance analytics

  • Provide comprehensive AI training and governance, ensuring your team confidently leverages these tools while maintaining security and ethical standards