Salesforce Quick Start for Nonprofits$2,950 Completion Timeline:
Approximately 4 Weeks Download As PDF
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.
- We’ll reformat and import a spreadsheet of your current or past contacts into Salesforce as contact records.
- We’ll perform a custom, one-hour webinar training session of the Salesforce setup for your organization.