Salesforce Quick Start for Nonprofits

$3,999 Completion Timeline:
Approximately 4 Weeks

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

Project Kickoff and Business Process Reviews

  • 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 Setup

  • We’ll set up your donation record for managing your donation revenue.

Salesforce Training

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