SOLUTIONS
A robust Constituent Relationship Management (CRM) system is the cornerstone of every organization.
Salesforce Fundraising
Our team has developed a customized Fundraising App that is built on top of Salesforce NPSP and Nonprofit Cloud. We integrate Salesforce with your selected fundraising platform, so data transfer is automatic.
- Dynamic reporting, analytics, and insights
- Fundraising platform integration and automation
- Advanced donor segmentation
- Moves Management process automation
- Track all funds: donations, major gifts, grants, in-kind donations, etc.
- Budgeting and forecasting
Case Management
Our Case Management solutions are designed to help nonprofits maximize their impact by providing a comprehensive approach to case management, including tracking client progress, monitoring outcomes, and ensuring that critical information is captured and used to guide decision-making.
- Client Case Tracking: Detailed tracking of each client's journey
- Workflow Automation: Streamlines case management processes
- Integrated Communication: Enhances team and client communication
- Custom Reports & Analytics: For strategic insights and decision-making
- Data Security & Compliance: Ensures protection of sensitive information
Program Delivery
Our Salesforce Program Management solutions enable nonprofit organizations to streamline their processes, improve communication, and optimize service delivery. This platform is a powerful tool for managing programs, tracking client data, and ensuring that services are delivered efficiently and effectively.
- Dynamic reporting, analytics, and insights
- Track client demographics and number of clients served
- Create custom program applications that automatically feed into Salesforce
- Communicate with clients directly from Salesforce
- Manage clients through standardized processes
Marketing & Engagement
We can help integrate your email marketing, social media management, and event management tools all in Salesforce, enabling you to reach your supporters across multiple channels.
- Dynamic reporting, analytics, and insights
- Fundraising platform integration and automation
- Advanced donor segmentation
- Moves Management process automation
- Track all funds: donations, major gifts, grants, in-kind donations, etc.
- Budgeting and forecasting
Volunteer Management
Our team has developed a customized Volunteer App that is built on top of Salesforce NPSP and Nonprofit Cloud with a volunteer facing portal that integrates directly with Salesforce.
- Dynamic reporting, including hours and monetary values
- Volunteer application that feeds directly into Salesforce
- Track volunteer application and background check statuses
- Track volunteer hours, shifts, and schedules
- Mass communicate with active volunteers
- Volunteer Portal: sign up for shifts, cancel shifts, and log hours
- Communication Automation: shift confirmations and reminders
Grant Tracking
Our Case Management solutions are designed to help nonprofits maximize their impact by providing a comprehensive approach to case management, including tracking client progress, monitoring outcomes, and ensuring that critical information is captured and used to guide decision-making.
- Track all grants, their stages, and deliverables in one place
- Gain clear insights into funding sources and utilization
- Ensure adherence to grant conditions and reporting requirements
- Generate grant reports effortlessly within Salesforce
- Strengthen relationships with funders through systematic engagement tracking
- Keep a real-time check on grant expenditures against allocated budgets
Program & Case Management Features
- Track program delivery and demographic data of clients
- Monitor constituent engagement with programs and report on your impact
- Track individual clients with client snapshots, client search, and client notes.
- Measure and analyze inbound and outbound referrals
- Create internal and external intake forms that automatically feed into Salesforce
- Clients can sign agreements and releases, directly from Salesforce
