We implement, improve, and connect CRM and donor systems across platforms. Our experience includes deep nonprofit Salesforce work alongside other CRM and fundraising environments. The right approach starts with your people, processes, and reporting needs.
For development, program, operations, and technology teams.
Talk through your project
Whatever system holds the relationship, we configure it, connect it, and report from it.
Deep nonprofit implementation, optimization, staff adoption, and reporting.
Contacts, pipelines, and campaigns configured around your process, with reporting tied to revenue.
Finance and operations data connected to your CRM, so reports reconcile across systems.
We start by mapping the relationships, records, workflows, and reporting requirements your team needs. We then configure the platform around that work, clean or migrate your data, and connect the reporting layer, so the spreadsheet is no longer needed to finish the job.
Staying on your current platform is a valid answer. We assess whether to optimize, connect, or replace it based on your needs. Our work includes Salesforce optimization, an EveryAction transition, and a Bloomerang migration.
We define the reporting questions at the start and agree on definitions. We then connect the CRM to program, fundraising, finance, and other sources, so reports draw on shared definitions instead of manual reconciliation.
Map relationships, records, workflows, access, and reporting requirements before configuration begins.
Configure records and workflows, clean or migrate data, build appropriate automations, and test with users. Salesforce is a particular area of depth within our broader CRM practice.
Integrate CRM, fundraising, program, and finance sources. Build reports and dashboards around agreed definitions using the tools that fit your environment.
Provide staff training, process documentation, administration support, and a practical plan for continued improvement.
Connected sources and reconciled definitions give you information you can rely on.
The right information reaches the systems, workflows, and reports your team already uses.
Research and analytics help your team decide with evidence, not guesses.
Each engagement defines the specific deliverables and acceptance criteria.
Talk through your projectSalesforce workflows, connected program data, Power BI dashboards, and staff training, delivered as one connected engagement.
Read the story →Our work spans multiple CRM and donor environments. Examples include Salesforce implementation and optimization, an EveryAction transition for Corner to Corner, and a Bloomerang migration for Arizona Educational Foundation. The role of each system differs by engagement.
Yes. We can improve data quality, workflows, integrations, and reporting around an existing system. We assess whether to optimize, connect, or replace it based on your needs.
Yes. We have deep experience with nonprofit Salesforce implementation, optimization, staff adoption, and its integration into reporting. That expertise sits within a broader CRM and donor-systems practice.
Yes. We define the reporting questions at the start and connect the CRM to the program, fundraising, finance, and other information needed to answer them.
Tell us about the systems, reports, or workflow getting in your way.
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