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Business Team

Our Services

Our expertise on the Salesforce platform allows us to offer a range of customized services with our focus on nonprofit and philanthropic organizations. We pride ourselves in effective thought partnership. We take the time to genuinely comprehend each client’s unique needs and tailor our solutions to align perfectly with those needs to deliver the best possible solution for you to reach your goals. With years of experience behind us, we know how to best design, build, and implement Salesforce solutions that drive impact and efficiency. Let us help your organization become more effective and impactful.

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Strategic Planning

Innovate Boldly. Strategize Wisely.

We're all about working smarter, not harder. Don't fret if you're not elbow-deep in the implementation process. Our service includes those who have newly established or broken in systems. We listen intently and take a comprehensive approach in analysis to identify areas for improvement all while ensuring you understand the implications of every choice that is made. We tackle everything from pain points in your current system to integrating new processes or even enhancing existing processes so that everything is cohesive and working efficiently. Some examples of this work are:

Comprehensive system evaluation and reinvigoration

→ Streamlining grant applications and approvals

→ Transfer of offline record keeping to Salesforce

→ Programmatic budget allocation and planning

→ Shift in grantmaking strategy and grant coding

→ Automations and integrations

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Salesforce Implementation

Empower your mission by leveraging the power of Salesforce

Our team of seasoned Salesforce consultants is committed to partnering with your nonprofit organization to guide you through the process of implementing Salesforce. With years of experience in this field, we bring a wealth of knowledge and expertise to the table. We understand that the transition to a new system can be a complex and critical endeavor, and that's why we're here to ensure it's as smooth and successful as possible.

Our approach is tailored to the unique needs and objectives of your nonprofit. We will work closely with your team to assess your current systems, processes, and goals. By taking the time to comprehensively understand your organization, we can design a Salesforce implementation strategy that aligns seamlessly with your mission and values. Our consultants will not only configure the system to your specifications but also provide training and ongoing support to ensure that your staff can harness the full power of Salesforce effectively.

Our goal is to empower your nonprofit with a robust and efficient Salesforce solution, one that will enhance your operations, improve donor management, and enable you to better fulfill your mission. We're here to guide you every step of the way, ensuring that your transition to Salesforce is a success, and that your organization can continue making a meaningful impact in your community.

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Migration Services

If you’ve got data to move to Salesforce, consider us your moving truck!

Data migrations are always a part of our implementation projects but our team also provides migration services outside of those projects. If you are need of a data migration expert, we have you covered. With our experience, accumulated over several years, showcasing our proficiency and expertise in executed data migrations for clients transitioning from a wide range of platforms to Salesforce and even Salesforce to Salesforce. Notably, we've handled data migrations from platforms such as:

→ Raiser's Edge

→ Blackbaud Grantmaking (GIFTS)

→ Salesforce NGOC

→ foundationConnect

→ Fluxx

→ Bonterra (formerly CyberGrants)   

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Solution Design

Complimenting your vision & meeting your needs.

At our core, we are dedicated to collaborating with you, tailoring your Salesforce to meet your precise requirements and addressing the specific challenges you face. Through close engagement and careful assessment, we design Salesforce solutions that serve as a strategic response to the distinctive needs of each client. By understanding the nuances of your organization's mission, objectives, and operations, we can craft Salesforce solutions that not only meet your immediate demands but also lay the foundation for long-term success.


Our commitment is to empower your nonprofit with technology that optimizes efficiency, enhances donor and grant management, streamlines communication, and ultimately supports your vital work in making a positive impact on the community. With our experience and expertise, we strive to be a trusted ally in your journey towards achieving meaningful change and creating a better future.

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Optimization & Support

Why make it difficult? If you need help, we’ve got you covered!

Our team offers a versatile range of support services designed to cater to your unique needs. Whether it's periodic engagement, such as reaching out quarterly to help you decipher and optimize the emails sent by Salesforce, or a deeper integration into your organization for comprehensive administration and system enhancement support, we're here to adapt to your requirements.

You can count on us to be flexible in our approach, accommodating your specific needs without imposing any upfront costs or minimum fees. We're committed to collaborating with you seamlessly, ensuring that our support aligns perfectly with your goals and operations. Some examples of situations where this service proves useful are:

→ Filling in for staff on leave or onboarding new staff

→ Quarterly refresher training for staff

→ Consolidating and/or migrating workflows to flow

→ Troubleshooting errors

→ Understanding post installation or upgrade procedures of 3rd party applications

→ Application updates or builds

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