Mission Management

We can help your organization achieve it’s unique mission and better serve your community.

Scale up and down to meet your organization’s requirements. In today’s economy, this flexibility is key. You can adjust your IT expenditures to meet your organization’s immediate  needs. You no longer have to build for the future or be constrained by decisions made or contracts signed in the past. You can try before you buy, and get up and running in very little time.

 

Centralize your information – Your team can use one list of all the organization’s and constituents with which you work.

 

Donations and Grants

Donation and Grants Management- Manage the donation cycle from pledge to payment including individual donations and grants. Standardize your donation processes, easily analyze your pipeline, and automate routine tasks. Click here for more information.

 

Program Management – Manage all your programs in one location and provide a centralized place to share updates, files, and every “touch” that your team has with your clients.

 

Campaigns Campaigns & Marketing  -Manage and track campaigns across all channels from prospect to donor, volunteer, or client.

 

EventsWorkshop and Event Management - Collect online enrollment information, process fees online, manage multiple meetings, track meeting attendance, and more! For more information and a short video.

 

Performance Management – Measure the impact of your activities and provide better social return on investment.

 

Volunteer Management – Track all your conversations with your supporters, their availability, and qualifications in one place.

 

Collaborate – With Salesforce’s Chatter you are connected with the expertise of your entire organization, helping you get answers to questions, find the right information, and work smarter. View a demo.

 

Mobile Mobile - Salesforce’s mobile capabilities keep you connected so you can log calls, respond to donors and volunteers, and access vital information like giving history, program information, and dashboards wherever you are. View a demo.

 

 Customized reporting - Create your own reports and dashboards – without a need for programmers – and gain immediate access to meaningful metrics.

 

AppExchange – Discover more than 1000 pre-built applications in the Salesforce AppExchange.

 

  • Our services include discovery, customization/development, data migration, integration, training, and ongoing support.
  • Contact us to receive a quote.