Salesforce Quick Start — Off Spreadsheets, Onto Salesforce

The problem

You've probably lived some version of this.

Donor and giving history spread across spreadsheets, a fundraising tool, and one staff member's memory
No single place to see who gave what, when, or who's due for a renewal ask
Board and grant reports take days to assemble instead of minutes
A previous Salesforce quote came back too expensive and too slow for where you're at

What's included

Everything needed to get you live.

A discovery call to understand how your team currently tracks donors and gifts
Salesforce Nonprofit Success Pack (NPSP) or Nonprofit Cloud setup — Accounts, Contacts, and Opportunity tracking for donations, grants, and in-kind gifts
Migration of your existing donor data, cleaned and de-duplicated
Standard reports and a dashboard for board and leadership visibility
Training sessions for your team, recorded for future onboarding
Support after go-live to catch anything that comes up once you're using it

How it works

Four stages, start to finish.

Stage 1

Discovery

We map your current process and data together.

Stage 2

Build & Migrate

Your system is configured to match how your team actually works, and your donor data is cleaned and brought in.

Stage 3

Train & Launch

Your team is trained live, and supported once you're up and running.

Why this, not a big agency

One person, start to finish.

Large Salesforce partners are built for enterprise budgets and long timelines — a project manager, a sales engineer, and a delivery team you never talk to directly.

Here, you work with one person for the whole engagement — discovery, build, and training — with a background across nonprofit, higher education, and faith-based organizations.

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