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.
Using the plan to set up your CRM – customizing it to fit your needs and processes.
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.
What clients are saying about us
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.
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?
Not ready to call yet?
Sign up for our newsletter to get Salesforce resources directly to your inbox.