To disseminate our financial and intellectual wealth to better equip our communities to address their challenges. – Salesforce Foundation ultimate goal

Salesforce Consulting: taking complex business processes and simplifying it to copy and paste. Well, not exactly.

Dig deep into your fundraising process while automating routine tasks and correspondence. Rely on the cloud to keep you in touch with donors, constituents, and website users from anywhere in the world. We will map out your organization’s process and solidify your objectives through concrete database solutions that will leave you with tangible results.

Services

Setup and implementation

  • Quick-start install will have you up in days
  • Custom object and application creation
  • Data migration and de-dupe
  • User adoption and best practices
  • Integration using web services/Visual Force design

Administration

If you have implemented Salesforce but do not want to hire a full time analyst, this we can provide the following administration at a fraction of the cost.

  • Manage users permissions/roles
  • Workflow rules for custom business logic
  • Custom report and dashboard creation
  • End-user training and support using online platforms (Jing)
  • Data de-dupe and uploads
  • Package installations + refinements

Salesforce Consulting

Find out exactly what the system is capable of and how to maximize best practices.

  • Why should you build custom applications?
  • Which packages are worth installing?
  • How to manage online campaigns
  • Best integration practices
  • How to maximize leads and campaigns
  • Web-to-leads – how can it be used?

Data Analysis and Reporting

Still using ACT! 5.0 and Excel to manage your data? Let us help you consolidate and refine what you need analyzed.

  • Presentation analysis
  • Graphs and custom reports
  • Statistical Analysis
  • How to leverage your data

Take a look at what is involved in our process >>