Salesforce Quick Start for Nonprofits

Completion Timeline: Approximately 4 Weeks
Call +1 516 637 2191 or email for more information.

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 Setup

We’ll set up your donation record for managing your donation revenue.

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.