Salesforce Implementation
Implementations that ship and stick.
New NPSP or Nonprofit Cloud setups, migrations off legacy donor databases, and clean-ups of orgs that grew messy — delivered in four clear phases.
What We Do
What's included in this engagement.
Discovery & clear scope
Short workshops with your team that turn goals into a fixed, agreed scope.
Donor data migration
Move from Causeview, Raiser's Edge, spreadsheets or another CRM — deduplicated and validated.
Gifts, receipts & rollups
Donations, recurring gifts, allocations, receipts and donor rollups set up the way you actually work.
Security & privacy
Profiles, sharing and field access that protect donor and client data.
Go-live & support
Launch support, staff training and a 30-day stabilization window.
Process
Our Methodology
Phase 01
Discovery
Stakeholder interviews, process mapping, success metrics.
Phase 02
Design
Data model, UX, integration architecture — reviewed and signed off.
Phase 03
Build
Built in a sandbox, with regular demos and testing by your team.
Phase 04
Launch
Go-live, training, and a 30-day hypercare period.
Our commitments
What every engagement includes.
Simple promises we keep on every project — big or small.
Ready to get more from Salesforce?
Book a free 30-minute call. No jargon, no pressure — just honest advice and a clear next step.