Nonprofit Cloud Quickstart

Our Nonprofit Cloud Quickstart package is designed to help organizations quickly adopt Salesforce and maximize its potential. Our goal is to help your organization modernize your technology infrastructure and drive digital transformation as fast as possible to position you for long-term success, increasing your organization’s efficiency so you can focus on what matters most - your mission.

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Nonprofit Cloud Quickstart

Key Benefits

  • Quick deployment to get you up and running on Salesforce as fast as possible

  • Customizable, high-quality setup

  • Expert guidance on industry best practices

  • Training sessions to drive user adoption

  • Fixed budget with clearly defined scope and deliverables

Consultation & Discovery

  • Gather project requirements and business goals

  • Discuss roadmap to success

Salesforce Configurations

  • Person Accounts, Leads, & Fundraising

  • User and object/field setup

  • Branded user interface

  • Custom fields

  • Email sync

  • Define action plans

  • Email templates

  • Reports & Dashboards

Data Import

  • Data migration (max 200,000 records) for Person Accounts.

Resources

  • Access to Senior Business Analyst, Project Manager, Solutions Architect, Salesforce Developer & Consultant

  • 4 hours of user training

Pricing Tiers

Basic

$8,000

2 weeks

  • Requirements workshop

  • Person Accounts, Leads, & Fundraising configuration

  • User & object/field setup

  • Branded user interface

  • Custom fields

  • Email sync

  • Define action plans

  • Configure email templates

  • Reports & Dashboards

  • Data migration for Person accounts (max 200,000 records)

  • 4 hours of user training

Standard

$15,000

4 weeks

All Basic plan features plus

  • Program management

  • Custom objects & relationships

  • Record types

  • Data validation rules

  • Process automation

  • Campaign configuration

  • Additional Reports & Dashboards

Premium

$40,000

8 weeks

All Basic & Standard plan features plus

  • Case management and Outcome management, OR Grant management

  • Intake process using Omnistudio

  • Donor platform integration

  • Security & sharing by record

  • Payment processing

  • Advanced process automation & data migration

Not sure which tier is right for your org?
Let's talk through your goals and find the best starting point.

Talk to Our Team