Our team is comprised of advancement professionals. They’ve worked in the field as frontline fundraisers, operational staff, system admins, developers, and directors. They combine this experience with their knowledge of salesforce to make sure your staff are trained with information that is relevant to the advancement sector. 

Training can take place in person, virtually, or a combination of both. All our training is recorded so they are available to you for new staff orientation of refreshers.

We also provide multiple styles of training. We can train your users directly or implement a train-the-trainer methodology.

We can provide detailed site-specific documentation and video recordings to help support your training goals.

In addition, we are well versed in the various Salesforce provided assets for training and can provide expert guidance and curation.

Our consultants work with your team to identify and define the processes you want streamlined and automated. 

We use an iterative process with short development times, so we can show you the developments as they are being built. We secure your feedback, address any concerns you may have, integrate your feedback and continue the development cycle with your needs at the forefront.

Our consultants are certified Salesforce professionals and are experts in Apex, Visual Force, the Lightning Experience, and the App Builder, ensuring your configurations are built with the industry’s best practices in mind.

We strive to empower and educate your team so they can successfully use and manage these configurations going forward.

In support of that goal, we provide customized documentation and training for your administrators so they know how to maintain or augment the code or tool in the future.

In addition, we offer long-term support and backfill support packages to ensure you’ve got the resources you need to achieve your goals.

We understand that your database is one of your greatest assets, our implementation plans ensure you get all the data you need to run your organization successfully. We can help you migrate one component of your data, your whole database, or migrate data from multiple sources into Salesforce.

We get to know your data. We carefully work with you on understanding your process and data and then develop a prototype and mapping for you to approve.

We practice first. With Salesforce you are able to nimbly use test spaces, called Sandboxes, prior to going live which helps with testing automations and new features safely.

We also conduct practice runs, importing your data so you have time to review, test, and refine it before you go live.  We schedule these runs to avoid disruptions for you and your team.

We craft an implementation plan that fits your staff and organization size. Whether you’re a small non-profit with a few thousand constituents or an expansive one with millions.

In addition, we work with you on your timetable and are sensitive to the non-profit and higher education fundraising cycle – from the demands at the end of the calendar, fiscal year and Audit season, to the hectic start and end of the academic school year.

Salesforce is expansive and an implementation involves much more than just migrating data — we also incorporate training, integrations, configurations, and reporting support into our implementations as well. 

For specifics about our implementation methodology, please check out our implementation guide and know that ours closely follows Salesforce’s own methodology and best practices!

Many times other parts of your organization is gathering data that would be a game-changer for your office. Unfortunately, many organization are never able to liberate this information and distribute it. 

We can work with you to make sure you have access to all the data you need, either through a third party connector or a custom development.

We carefully work with you on understanding your process and data and then develop a prototype for you to approve and test.

If your organization is interested in one of the more than 10,000 apps available on Salesforce’s AppExchange we can work with you to review your needs, assess what solutions or products are available, and walk you through the process of selecting and installing the solutions.

We work with you and the App representative to configure and implement the app, inclusive of testing and training users.

Typical apps include reporting or marketing apps such as Pardot, Apsona, Conga.

We can work with you to create Advancement reporting staples such as  LYBUNT & SYBUNT reports as well as help you build custom reports to meet your needs.

Salesforce comes with many out of the box tools to build amazing reports and dashboards. 

Our team can help you navigate the different reporting tools and train your team on how to build powerful reporting tools to help you get the insights you need.

Our consultants have experience in all levels of reporting – for leadership, system administrators, gift processors, and gift officers. We have the know-how to handle the complex fundraising reporting that comes with being a Non-Profit, Higher Ed, or Healthcare Institution, and have won CASE awards for reports we have built in the past.