Technology that helps

Helping you streamline Salesforce for your org,
so you can focus on your mission.

Your database should make your life easier

You are busy building a positive impact in the world. You know that data is important in today's world,
but the last thing you need is a confusing CRM that eats away at your precious time.

We can help you optimize your Salesforce database to take the frustration out,
letting you create a greater impact in your community.

How we can help

We specialize in helping small nonprofits, like yours, implement and update Salesforce so that it saves you time and helps you focus on what matters most.

STARTING FROM SCRATCH?

Are you new to Salesforce? Or, are you feeling a little lost about whether Salesforce is the right solution for your org?

We can help you navigate the available choices to find the best one for your team.

ALREADY USING SALESFORCE?

You've already taken the plunge into Salesforce, but some things just don't seem to work right for you or your team.

We can help you customize things to match how your nonprofit actually works.

How it works:

SCHEDULE A CALL

A free 30-minute call to learn about your organization and identify if and how we can help you.

CRAFT A PLAN

Identifying what you do in real life, and helping to craft a plan to make Salesforce reflect your real-world use case.

IMPLEMENT

Using the plan to set up your CRM - customizing it to fit your needs and processes.

TRAIN

The perfect database is no good if your team can't use it. That's why we help to train your team to both use, and administer your new and more effective database.

Schedule your call

What clients are saying about us

Tom trained me in using Salesforce while we worked together at Boys to Men Mentoring, a small non-profit in northern Arizona that served several hundred youth, their families, donors, area businesses, community partners, and volunteer mentors. With such a wide variety of account types, we needed to be able to filter the database so that our team members could access the information they needed in an organized and efficient manner.

Tom set up a custom Salesforce dashboard for the Executive Director and Program Director to view progress towards organizational goals, and he trained us to create and run custom reports for our specific needs such as donation tracking, volunteer retention rates, and activity participation history. Tom also helped us integrate Salesforce with Mail Chimp and Slack.

Salesforce helped our organization serve our clients more effectively and efficiently with the combination of the dashboard and custom reports. We had a clear idea of our progress in the number of youth that we served each year, fundraising growth, and volunteer recruitment and retention. We had a much greater impact on our community as a result.

I am grateful for Tom's expertise in training, coaching, and troubleshooting, and I highly recommend him for any organization that uses or is thinking of using Salesforce.

Adam Young
Program Director at Boys to Men Mentoring

Tom helped our organization use our Salesforce system much more effectively, and that had a huge impact on our team's capabilities and output.

We had major cleanup work that needed to be done, and Tom guided us through the process of cleaning up old data, installing processes to reduce cleanup in the future, and helped update our system to meet our current needs.

He has been wonderful and easy to work with, and he's super knowledgeable on the system so it can adapt to how you and your team use it!

Julia Campbell
Program Director at Arch Grants

I ran a rapidly growing nonprofit and we worked with Tom for years on several different tech projects. He was instrumental in bringing clarity, capacity, and workability to our Salesforce integration.

With Tom's support and creativity, our use of the CRM expanded dramatically. We were finally able to track all of our grants applications, communicate regularly with our donors, and provide actionable information to our board. We would not have even known about what our CRM could do for us without Tom.

Charles Matheus
Executive Director at Boys to Men Mentoring

Through the discovery process, Tom quickly identified our organization’s pain points when utilizing Salesforce. Through a simple Q&A, Tom developed and implemented efficient processes that allowed our team better functionality with both input and output of data. He provided invaluable guidance on best practices and general data entry standardization resulting in healthier and more robust data.

Overall, Tom is extremely knowledgeable on Salesforce, has the ability to make Salesforce processes understandable, and has been a lifesaver for our team!

Tom’s passion to help nonprofits continue to have an impact in the community is represented in his open communication style and dedication to his work.

We LOVE working with Tom on our Salesforce challenges.

Alexandra Dixon
Development Associate at Arch Grants

I am grateful for Tom's expertise in training, coaching, and troubleshooting, and I highly recommend him for any organization that uses or is thinking of using Salesforce.

Adam Young
Program Director at Boys to Men Mentoring

Tom helped our organization use our Salesforce system much more effectively, and that had a huge impact on our team's capabilities and output.

He has been wonderful and easy to work with, and he's super knowledgeable on the system so it can adapt to how you and your team use it!

Julia Campbell
Program Director at Arch Grants

Charles Matheus
Executive Director at Boys to Men Mentoring

Overall, Tom is extremely knowledgeable on Salesforce, has the ability to make Salesforce processes understandable, and has been a lifesaver for our team!

Tom’s passion to help nonprofits continue to have an impact in the community is represented in his open communication style and dedication to his work.

We LOVE working with Tom on our Salesforce challenges.

Alexandra Dixon
Development Associate at Arch Grants

I am grateful for Tom's expertise in training, coaching, and troubleshooting, and I highly recommend him for any organization that uses or is thinking of using Salesforce.

Adam Young
Program Director at Boys to Men Mentoring

Frequently Asked Questions

What is Salesforce?

Salesforce is a CRM (Customer Relation Management system), and it is designed to help you and your team streamline, integrate, automate, and report effectively all the different aspects of your organization.

It becomes the central repository of information about your stakeholders, fund development, programming, and communication. Because all of your data is in one place, and it's all connected, you will have a much clearer understanding of what is going on in your org, and can maximize your hours creating more impact in your communities.

Is Salesforce the best option for me?

The honest answer is... it depends.

Salesforce is a great option if:
1) You are looking for the best features at the lowest price AND you are a small org (less than 10 users).
2) You can dedicate time and resources to initial setup and learning to use Salesforce.

Salesforce is probably not your best option if:
1) You want the easiest CRM to setup and train users on.
2) You want something that 'just works' out of the box (although, honestly, very few CRMs work well out of the box for nonprofits).

Salesforce's superpowers are being incredibly customizable and being able to automate a lot of your standard business processes. That is what helps your nonprofit be more effective and efficient in the long run.

Can you help us with technology beyond our database?

Salesforce is just one piece of your organization's technology puzzle, and one that saves you extra time when you integrate your other software and data sources. With that in mind we are happy to help you integrate and automate as much of your tech as possible with Salesforce.

That said; we aren't website or app designers, and we definitely aren't graphics gurus. As we identify the different pieces of your technology puzzle, we will let you know what we can and cannot help you integrate.

Can you help if we don't use Salesforce as our CRM?

Our expertise is specifically in Salesforce. While we might be able to offer you advice and direction for other CRMs, we do not offer implementation services for them.

That being said, we are happy to help you with your data modeling to help gain clarity on turning your real-world actions into meaningful data.

We aren't a non-profit, will you work with us?

We are focused on helping people who make a positive impact in the world and in their communities, so we only work with organizations who are non-profit 501(c)3, public benefit corporations, or organizations that identify as social enterprises.

If you aren't sure if you fit the mold, schedule a quick discovery call to find out by CLICKING HERE.

How much will it cost?

Salesforce often tells organizations to expect to pay $10,000 to customize their system for your needs. For most nonprofits, especially small ones, the actual cost is far lower.

It also depends on what you want. If you only want to track donors and donations it might take just a few hundred dollars to get you up and running.

Obviously, the more in-depth customization you want, the more it will cost. There are some things that you can do to minimize the cost though:

Get really clear on what you want Salesforce to do for your org. Sit down with your team and discuss what the top priorities are before you hire a contractor. The more clear your use case is, the faster we can get you a result.
Approach it in phases. This gives you clear waypoints to make sure that cost is in line with your budget (you do have a budget line for technology, right?).
Have a designated administrator on your team. This will be the person that we train on the 'back-end' of Salesforce to manage basic customizations in the future.
Be curious! Go through some of Salesforce's free pieces of training (like this one on Non-Profit-Success-Pack). The more you know, the less often you'll have to call for help.

About Us

Hi, I'm Tom - the founder of Greater Impact Consulting. I spent years working at a nonprofit, so I understand how challenging it can be to run a program, help raise funds, and manage your volunteers.

Thankfully, I was able to design our Salesforce system to make my job easier, helping the entire team be more effective. We were able to grow our fundraising efforts, our budget, and the impact we created in our community.

Now I want to help you do the same.

Are you ready to upgrade your team's database experience?

Schedule your call

Not ready to call yet?

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