πŸ’š Salesforce Nonprofit Cloud

More time for the mission, less on admin

Nonprofits often run Salesforce on a few volunteer hours a week. We keep things simple: a clear donor and program model, gift entry that matches how money really comes in, and reports your board can read. We also help organisations on NPSP plan the move to Nonprofit Cloud.

Nonprofit Cloud logo

Salesforce

Nonprofit Cloud

A good fit for

  • Charities and foundations on NPSP
  • Organisations planning a move to Nonprofit Cloud
  • Program teams tracking services and outcomes

7+ years

building and fixing CRM systems

4.99 rating

from 969 reviews on Fiverr

Top 1%

of talent on Upwork

🧰 What we do

What we do on Nonprofit Cloud

Fundraising and gift entry

Donations, pledges, recurring gifts and soft credits recorded the same way every time.

Donor and household records

Person accounts or households set up so you see every relationship and gift.

Programs and outcomes

Program enrolment, service delivery and outcome tracking for grant reporting.

Volunteers

Volunteer jobs, shifts and hours, with sign-up from your website.

NPSP to Nonprofit Cloud migration

Data mapping, a test migration and a cut-over plan that keeps fundraising running.

Board and grant reports

Dashboards for income, retention and program outcomes.

πŸ—ΊοΈ How we work

Plan, build, then stay with you

Every Nonprofit Cloud project starts with a short call and a written scope. You know what will be built, by when and for how much before any work starts.

We learn how your business really works, then map out a CRM roadmap that fits your goals, your team and your budget.

What you get

  • Discovery workshop
  • Process and data audit
  • Roadmap with a clear quote

Setup, data migration, automation and integrations, configured so your team spends less time on admin and more time with customers.

What you get

  • Configuration and data migration
  • Automation and integrations
  • Testing and a smooth go-live

Training, improvements and ongoing support after go-live, so your system keeps up as your business grows.

What you get

  • Team training and how-to videos
  • Reports and dashboards
  • Ongoing admin and support
πŸ”— Integrations

Nonprofit Cloud connected to the rest of your tools

  • Online donation forms
  • Stripe and PayPal
  • Mailchimp
  • Account Engagement
  • Experience Cloud
  • Accounting systems
πŸ’¬ FAQ

Nonprofit Cloud questions, answered

Something else on your mind? Ask us on a free call.

Not necessarily. NPSP is still supported. Nonprofit Cloud makes sense when you need its newer fundraising and program features or are starting fresh. We assess before recommending.

Yes. Many of our nonprofit projects are small, fixed-scope pieces of work that a volunteer admin can maintain afterwards.

Yes. We connect your donation forms so gifts, donors and recurring schedules are created automatically.

We can explain how the nonprofit license program works and which edition fits you. Applying is done with Salesforce directly.

Tell us what you need from Nonprofit Cloud

Start your project