SALESFORCE QUICKSTARTS
If you are like many small to medium sized organizations, you may be looking for an alternative solution to traditional, expensive way of implementing a powerful CRM system like Salesforce. That’s where our QuickStart Suites come in!
Salesforce QuickStart Suites are a highly efficient solution for a smooth and powerful digital transformation of your organization.
Our QuickStart Suites are designed to give you all the knowledge and tools you need to successfully migrate your business processes from a legacy system to Salesforce, with immediate benefits.
We’ve combined our industry-leading best practices with the powerful and versatile Salesforce Platform to create a solution that is both affordable and easy to use.
What we offer
With our Quickstart Suites, you’ll have everything you’ll need for a quick and seamless transition to Salesforce. We prioritize providing a configured solution that both follows best-practices and aligns with your business objectives.
Donation Reporting
Grant and Development reporting custom built specifically with your requirements
Campaign Management
Create campaign management for a variety of use cases and provide user training.
Online Giving & Payment Processing
Solutions & Integration support for online giving & payment processing platforms.
Annual Giving
Support your development team in creating a plan for utilizing a donation platform and marketing tools to increase annual giving.
Gift Processing
Provide efficient support and troubleshooting issues for your Gift Processing. We are subject matter experts on several donation platforms.
Fundrasing & Grants
Solutions, Engagements and Integration support for fundraising and grant lifecycles, as well as customizing Grants 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
Discover the ideal Community option for your organization. We build to requirements with special consideration on security and hands-on user training.
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. Our process is It’s a bit different from what you will find at the larger consultancies with their complex spreadsheet proposals, but we think we’re onto something, as evidenced by our clients’ feedback. Let us show you how we can increase your Salesforce ROI through our Quickstart program.
