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.
Customisation
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.