Home > Quick Starts > Salesforce Quick Start for Nonprofits

If you have got a Salesforce NONPROFITS to quickstart up and running, We've got a plan. Read the below sections to understand more.

Salesforce Quick Start for Nonprofits


Timeline: 4 weeks

Key Benefits
  • Build a single, comprehensive view of each consumer to power 1-to-1 journeys
  • Market smarter with AI: power predictive recommendations
  • Integrate every touchpoint and experience with brand across different channels
Salesforce Grant Application

We’ll complete the grant application process and provide you with login information to Salesforce.

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 and Program Setup

We’ll set up your donation record for managing your donation revenue as well as constituent programs.

Salesforce Training

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

Ready to get started? We can help.

Contact Us