Salesforce Nonprofit Success Pack

Nonprofits use Salesforce to increase donor retention and, more importantly, better accomplish their mission. NPSP eliminates data silos by tracking and managing programs, clients, outcomes, operations and fundraising, all in one system. It is a great starting point for nonprofits, with functionalities covering donations, donors, contacts and campaigns.

Implementation Benefits

• Low-cost, high ROI to start fully utilizing your Salesforce solution
• Understand the performance of fundraising appeals and events
• Monitor individual campaign metrics, including donation sources, gift sizes and information on specific donors
• Enable teams to connect, communicate and manage your most important relationships seamlessly

Armanino’s QuickStart package for Salesforce NPSP is $5,000 and includes the following:

NPSP Configuration and Installation: We can set up as many as three custom profiles, 10 custom fields, six custom reports and two dashboards. We will also perform basic Lightning optimization, which entails one Lightning page per standard NPSP object.

Basic Donor and Donor Management Migration: The NPSP Data Migration tool gets your historic donor data into your new system. We provide the template. All you need to do is populate and cleanse the data.

NPSP QuickStart Training: We provide two training sessions for your trainer or training team and provide a recording after the sessions. Our experts will give you an introduction to the Power of Us Hub and Trailhead.

Additional Services Beyond QuickStart

While the QuickStart implementation helps you begin using the core functionality of fundraising management, we also offer additional services if you decide you want to leverage more tools available in your Salesforce solution that can help you accomplish your mission more effectively.

Volunteer Management: This no-cost add-on from Salesforce.org is packed with powerful features, and the configuration can seem overwhelming. Our experts can help by enabling the right features for your volunteer management team.

Grant Management: By installing and configuring Outbound Funds, the latest grant management tool from Salesforce.org, we will help you track your grantmaking process from application to disbursement.

Program Management Tracking: We will work with you to understand your program goals and help you measure them by extending the NPSP database. We will help you build meaningful reports that you can share with your board and constituents.

Advanced Lightning Optimization: We can help create custom actions, personas and app-based configurations.

Custom Data Migration Services: Some nonprofits have more complicated datasets from which to pull. Armanino can validate that data and configure it into your system.