Quick starts

Salesforce QuickStart for Non-Profits

Price: $3999, Duration: 4-6 Weeks

Project Kickoff and Business Process Reviews

  • We’ll discuss your objectives for Salesforce, with a focus on development, fundraising, and outreach.

Household and Contact Setup

  • We’ll configure standard fields and create new custom fields for tracking and managing your household and contact records, such as donors and partners.

Customized Donation Setup

  • We’ll set up your donation record for managing your donation revenue.

Salesforce Training

  • We’ll perform a custom, one-hour webinar training session of the Salesforce setup for your organization.

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