We specialize in providing cloud technology to the nonprofit sector. Most notably, we focus on Constituent Relationship Management (CRM) applications, especially Salesforce.com and Google Apps. Our solutions include fundraising, mission management, and student relationship management.
Throughout the discovery process, our goal will be to obtain as much information as possible about your organization. We will cover areas such as, how are you currently tracking & managing information concerning fundraising, recruitment/admissions , constituents, volunteers, events, projects, campaigns, and more. This overview will help us to understand your organization, needs, business processes, workflows, and reporting. Additionally, it will be important for us to know the benefits and downfalls of your current systems. Overall, this business analysis will serve as our guide for creating a unique salesforce system catered to your organization’s needs.
We will utilize our salesforce expertise to make careful decisions for creating a design document based on the information we collected about your organization in the discovery process. This will be a data model that will show all fields, record types, workflow rules, etc., and the system in its entirety before it is created. The design document will be a unique blueprint of your organization’s system. Furthermore, this document will serve as a valuable tool for both Cloud for Good as well as your organization, in understanding the structure and layout of your system.
In this stage we will tailor the system to your organization’s needs based on the design document. This may include custom fields, objects, VisualForce pages, Salesforce.com Sites, workflows, integration with other systems, and more. We will focus on ensuring that the solution accommodates the organization’s needs, is “user-friendly”, and is built to evolve with the your mission. When completed, we will preview the system with key staff and make any necessary changes until it is approved.
We will discuss best practices for migration of data (from an existing system or database) in terms of layout and structure with an administrator and/or key staff. We will then analyze the data to ensure that it is clean and in the correct format for being imported into salesforce. After completion of the data migration, we will test the system to confirm that the data was transferred correctly.
We offer two general training packages. The first is the basic role based package. This covers basic end user functionality determined by the individual user’s role in the organization and in salesforce. The second is the Advanced Training Package. This is our administration level training. The training can include creating fields, objects, reporting, validation rules, workflows, and more. An individualized training package will be catered to your organizations’ needs when we reach this point in the implementation process.
We offer several ongoing support packages which cover several areas of salesforce (i.e. user maintenance, security model management, analytic support, and much more). Ongoing support services will provide your ogrnaization with tools to better understand and manage your technology.