Salesforce Quick Start for Nonprofits

$2,950 Completion Timeline:
Approximately 4 Weeks

Call (800) 951-7651 or email [email protected] for more information.

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Salesforce Grant Application

  • We’ll complete the grant application process and provide you with login information to Salesforce.

Project Kickoff and Strategy Sessions

  • We’ll discuss your objectives for Salesforce, with a focus on development, fundraising, and outreach.

Household and Contact Setup

  • We’ll configure standard fields and create new custom fields for tracking and managing your household and contact records, such as donors and partners.

Customized Donation and Program Setup

  • We’ll set up your donation record for managing your donation revenue, as well as constituent programs.

Spreadsheet Import

  • We’ll reformat and import a spreadsheet of your current or past contacts into Salesforce as contact records.

Salesforce Training

  • We’ll perform a custom, one-hour webinar training session of the Salesforce setup for your organization.