Accelerator Solution

Salesforce Nonprofit Success Pack

Get more out of your Salesforce nonprofit solution faster and more affordably, so you can return to focusing on your mission.
Software Integrations and Toolkits
Accelerator Solution
Accelerator Solution
Expedited Implementation
Salesforce is the market’s leading customer relationship management (CRM) software. With Armanino’s Salesforce Nonprofit Success Pack (NPSP) QuickStart offering, you get a best-in-class solution for a fraction of the price organizations usually pay. Salesforce offers nonprofits the first 10 NPSP licenses free and subsequent ones at a heavy discount.

Benefits

Quick Highlights

Return of Investment

Low-cost, high ROI to start fully utilizing your Salesforce solution

Performance Insights

Understand the performance of fundraising appeals and events

Key Performance Monitoring

Monitor individual campaign metrics, including donation sources, gift sizes and information on specific donors

Enable Connections

Enable teams to connect, communicate and manage your most important relationships seamlessly

Features
Realizing the Most Important Traits
Access all your nonprofit’s data through detailed reports and dashboards.
Access all your nonprofit’s data through detailed reports and dashboards
Streamline grantmakers’ processes to get needed funding out to communities quickly.
Streamline grantmakers’ processes to get needed funding out to communities quickly
Manage critical donor information more effectively.
Manage critical donor information more effectively
All Inclusive

Salesforce NPSP QuickStart Package

Our Salesforce NPSP QuickStart package gets you up and running in no time. Our team of knowledgeable nonprofit experts understand how to improve your processes, data, capabilities and scalability.

Armanino’s QuickStart package for Salesforce 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.

Salesforce NPSP QuickStart Package & Additional Services QuickStart $5,000
NPSP Configuration & Install
Household, contact and entity setup
Donation management – one-time, recurring, in-kind, matching and major gifts
Grant management for grant seekers
Campaigns for events and fundraising
Levels for managing constituent engagement
Donor and Donation Import Using NPSP Data Import Tool
Training – Intro to Power of Us Hub & Trailhead 2 Sessions
Additional Services Contact for pricing to add into the QuickStart package
Volunteer Management Configuration & Install
Outbound Funds for Grant Makers and Foundations
Customized Program Management Tracking
Advanced User Interface Optimization
Custom Data Migration Services
Insights
Related Resources
Case Studies
Case Study
Armanino Foundation turns to Sage Intacct, Salesforce to help drive its mission forward.

March 12, 2019
Blog articles
Article
CFOs say they want to deploy new leading edge technology, but cite budget constraints as a barrier to obtaining their m...
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