Unlock a Faster, Smarter Way to Soar with Salesforce
Designed to streamline the process and reduce costs, our Quickstart Suites offer a faster, smarter way to get up and running with Salesforce, allowing you to focus on what matters most—growing your business.
Many small to medium-sized organizations are seeking a more cost-effective and streamlined approach to implementing a robust CRM like Salesforce. Our QuickStart Suites offer the ideal solution.
Salesforce QuickStart Suites offer an efficient pathway to smooth and impactful digital transformation for your organization.
Our QuickStart Suites equip you with the necessary knowledge and tools to seamlessly migrate your business processes to Salesforce.
By combining industry-leading best practices with the powerful and versatile Salesforce platform, we’ve created a method that is both affordable and easy to implement.
WHAT WE OFFER
Our Quickstart Suites offer a streamlined, best-practice approach to Salesforce implementations—custom-tailored to align with your business goals for a smooth and efficient launch.
Donation Reporting
Donation Reporting
Grant and Development reporting custom built with your specific requirements.
Campaign Management
Campaign Management
Online Giving & Payment Processing
Online Giving & Payment Processing
Solutions & Integration support for online giving & payment processing platforms.
Annual Giving
Annual Giving
Support your development team in creating a plan for utilizing a donation platform and marketing tools to increase annual giving.
Gift Processing
Gift Processing
Provide efficient support and troubleshooting issues for your Gift Processing. We are Subject Matter Experts on several donation platforms.
Fundraising & Grants
Fundraising & Grants
Solutions, Engagements and Integration support for fundraising and grant lifecycles, as well as customizing Grants Management.
Program Management
Program Management
Configure your program within Salesforce so you can track all aspects of your program in one place. We can customize PMM for your needs.
Communities
Communities
Discover the ideal Community option for your organization. We build to requirements with special consideration on security and hands-on user training.
Pardot
Pardot
Experienced in implementing and configuring Pardot for your marketing and/or programmatic requirements.
THE PROCESS
We offer individualized service to all of our clients through simple, clear processes and pricing up front. This is different compared to a complex spreadsheet proposal, but we think we’re onto something, and feedback from clients agrees.
Step 1: Initial Consultation
Step 2: Strategic Assessment
If it’s our first time working together, we recommend a strategic assessment of your salesforce instance.
