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New Installations 

I offer a quick start consultancy package to help you get up and running with Salesforce.  As part of the package I can help you to:

- Understand what Salesforce can do for you and spec out the new system

- Develop a new system for you including integrations with other software e.g. mailchimp or formassembly

- Migrate data from your old system

- Ensure that the underlying architecture of your Salesforce meets your needs

- Give you advice on managing fundraising, comms, service delivery and evaluation within Salesforce

- Train your staff to use the new system

- Provide follow up sessions to ensure that you're getting the best out of Salesforce


If you'd like a quote please contact me to discuss your needs. 




One of the most exciting features of Salesforce is how quickly it can be developed and customised.  Not-for-profits have been at the forefront of developing Salesforce for use in non-traditional ways. You may need to develop systems for:

- Volunteer & staff recruitment and management

- Service delivery

- Evaluation

- Knowledge bases

- Event management

- Managing Gift Aid


If you want to develop Salesforce further please contact me to discuss your plans.


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