EMPOWERING MORE ACTIVE, CONNECTED COMMUNITIES TO SUPPORT MISSION SUCCESS.

We specialize in large-scale, complex CRM projects to help our clients realize their objectives and achieve organizational transformation. Our services include strategy development, implementation, and managed support.

Our Methodology

We bring a proven methodology developed through more than a decade as a Salesforce implementation partner and the execution of more than 600 implementations. This methodology gives us a track record of implementing high quality solutions on time and ahead of expectations. Learn more.

The key principles of our methodology include:

  • Highly Skilled Project Team
  • Active Project Management
  • Business Process Analysis
  • Effective Communication
  • Iterative Development
  • Quality Assurance
  • Change Management
  • Custom Training
  • Post-Implementation Support

Implementation

As a Salesforce Silver Partner and Salesforce.org Premium Partner, we have completed hundreds of Salesforce implementations across a wide variety of project types in the higher education and nonprofit sectors. Learn more.

From fundraising, recruiting and admissions, case management, volunteer management, sales, email marketing, portals and communities, to call centers, mission management, and more--we configure Salesforce to meet your unique needs, align your systems with your processes, and integrate Salesforce with your other systems as needed.  Each implementation is designed with your return on investment in mind, such as increased fundraising or admissions, stronger constituent services, better decision making through data analytics, better targeted marketing, or enhanced data quality.

We can lead and support your Salesforce implementation through CRM strategy development, enterprise architecture planning, configuration and customization, app recommendations and implementation, Force.com development, data migration and remediation, system integration, reporting and analytics, user training and adoption, and post-go-live support.

Strategy Development

We work collaboratively with you to develop a strategic roadmap to chart your course with Salesforce and reach your goals via a series of phased projects. Learn more.

Got big plans for Salesforce, but not sure where to begin? Or have you already adopted Salesforce but need to figure out the best way to evolve and expand? Our team of higher education and nonprofit experts will work with you to review your current systems, requirements, priorities and timeline and will recommend a Salesforce architecture and one or more project phases that will deliver incremental success while keeping your long-term plan in view.

We also will recommend best practices and help you make the right AppExchange choices so that your staff is best equipped to navigate change and succeed on the platform.

Managed Support

We provide ongoing support to proactively maintain your solution and maximize return on your Salesforce investment. Learn more.

You’ve implemented Salesforce, now what? Oftentimes, post-implementation, we see organizations begin to lose momentum because of changing business goals, limited resources of Salesforce administrators, difficulty keeping pace with new features in each Salesforce release, lagging skills of existing Salesforce users and declining data quality.

Our managed support services are designed to ensure that your organization keeps pace and maximizes its return on investment in Salesforce over the long haul. Our three tiers of support — Basic, Core, and Premium — offer a blend of services to accommodate different budgets and needs. All come with the same level of expertise, best practices, and thoughtful consultation that we provide during implementation projects.

Higher Education Project Expertise

Every day, you think about how to make higher ed better. So do we. Whether your goal is to increase efficiency, student recruitment and retention, boost fundraising or manage operations, we can help. We deliver Salesforce-based solutions tailored to the needs of our higher ed clients in areas including:

    • Outcomes 
      • Real-time visibility into recruiting metrics
      • Single system of engagement
      • Improved targeted communications
      • Increased applications
      • Improved student yield
    • Products Implemented
      • Salesforce Sales Cloud
      • Salesforce Marketing Cloud
      • Pardot
      • Event management apps
      • Geo location/data Apps
      • Data integration software
    • Solutions Include
      • Lead generation and capture
      • Online forms
      • List segmentation for targeted messaging
      • Integration with application processes
      • Student onboarding
      • Real-time recruiting metrics
      • Event and campus visit management
      • Integration with SIS and other campus systems
    • Outcomes
      • Improved student satisfaction
      • Faster resolution times
      • Single view of student
      • Better student metrics
      • Real-time view of student engagement
    • Products Implemented
      • Salesforce Sales Cloud
      • Salesforce Service Cloud
      • Salesforce Community Cloud
      • Salesforce Knowledge
      • Appointment scheduling apps
    • Solutions Include
      • One-stop for shared services across Registrar, Bursar and Financial Aid
      • Academic and student advising support
      • Early warning tracking
      • Integration with SIS and LMS
    • Outcomes
      • 360-degree constituent view
      • Increased fundraising and communications
      • Improved staff efficiency
      • Improved fundraising intelligence and reporting
      • Mobile access
    • Products Implemented
      • Salesforce Nonprofit Success Pack
      • Salesforce Sales Cloud
      • Salesforce Marketing Cloud
      • Salesforce Pardot
      • Volunteers for Salesforce
      • Salesforce Community Cloud
      • RoundCorner Advancement Connect
      • Wealth Engine
      • Conga Composer
      • Rollup Helper
      • Event management apps
      • Geo location/data apps
    • Solutions Include
      • Major donor management
      • Annual giving, gift processing, online giving
      • Corporate and foundation relations
      • Event management
      • Volunteer management
      • Alumni engagement and advancement communications
      • Integration with SIS, Finance, Lockbox and other systems
    • Outcomes
      • 360-degree constituent view
      • Increased engagement
      • Increased event attendance
      • Mobile access
      • Enhanced and targeted communications
    • Products Implemented
      • AlumniEngage
      • Salesforce Sales Cloud
      • Salesforce Community Cloud
      • Salesforce Marketing Cloud
      • Salesforce Pardot
      • Geo location/data apps
      • Data integration software
    • Solutions Include
      • Custom-branded home page
      • Searchable alumni directory
      • Customizable alumni profile pages
      • Social and mobile community
      • Event management and volunteer management
      • Alumni engagement and advancement communications
      • Integration with advancement and other campus systems
    • Outcomes
      • Expanded corporate and community relationships
      • Improved IP management and revenue stream
      • Enhanced campus faculty engagement
      • Targeted communications to support corporate initiatives
      • Improved visibility of all corporate relationships and interactions across the school
    • Products Implemented
      • Salesforce Sales Cloud
      • Salesforce Marketing Cloud
      • Salesforce Pardot
      • Event management apps
    • Solutions Include
      • Track department or school interactions with corporate partners
      • Collaboration tools for better coordination and efficiency
      • Intellectual property and patents tracking
      • Marketing and communications to corporate partners
      • Support for sponsored projects and grants processes and tracking
      • Integrations with grant management, advancement and IP tracking systems
    • Outcomes
      • 360-degree constituent view
      • Improved staff efficiency
      • Better targeted communications
      • Improved intelligence and reporting
      • Mobile access
      • Consolidated data silos
      • Reduced IT costs
    • Products Implemented
      • Salesforce Sales Cloud
      • Salesforce Service Cloud
      • Salesforce Marketing Cloud
      • Saleforce Pardot
      • Salesforce Connect
      • Salesforce Community Cloud
      • Event management apps
      • Appointment scheduling apps
      • Conga Composer
      • Data integration software
      • Survey apps
    • Solutions Include
      • Roadmap planning
      • Executive education
      • Recruiting and student services
      • Faculty management
      • Marketing and communications
      • Alumni and corporate relations
      • Integration with systems of record, e.g., SIS, career, advancement, LMS
    • Outcomes
      • Access to extensive data for driving segmentation
      • Consistent branding and reusable templates
      • Dynamic, personalized content
      • Marketing automation through drip campaigns and journeys
      • Targeted communications
      • Lead scoring and grading
    • Products Implemented
      • Salesforce Marketing Cloud
      • Pardot
    • Solutions Include
      • Installation
      • Integration
      • IP Warming
      • Template Migration & Creation
      • Triggered Sends
      • Landing Pages
      • Preference Center
      • Department Set-Up
      • User Set-up
      • Automation Studio
      • Journey Builder
      • Lead Scoring
      • Training
    • Outcomes
      • Targeted communication
      • Increased enrollment
      • Improved recruitment efficiency
      • Real-time metrics
      • Enhanced program management
      • Single system of record
      • Mobile access
    • Products Implemented 
      • Salesforce Sales Cloud
      • Salesforce Community Cloud
      • Salesforce Marketing Cloud
      • Pardot
      • Event Management App
      • ETL Tool
    • Solutions Include
      • Integration with course enrollment and application tools, SIS, and LMS
      • Custom program sales
      • Open enrollment course management and registration
      • Corporate partnerships development
      • Email marketing
      • Recruiting
      • Program management
      • Event management

Nonprofit Project Expertise

Every day, you're working to make the world a better place. Whether you are trying to better engage with your constituents and supporters or more effectively manage your mission, we can help. We deliver Salesforce-based solutions tailored to the needs of our nonprofit clients in areas including:

    • Challenges Solved
      • Replacing disparate point solutions and spreadsheets with a centralized CRM for greater visibility into constituent data and activity across the organization
      • Provide a 360-degree view of relationships with institutional partners
      • Anytime, anywhere access to organizational data, including via mobile devices
    • Typical Solution Components
      • Salesforce Sales Cloud
      • Email integration
      • Outlook/Gmail Integration
      • Integration with other organizational systems
    • Challenges Solved
      • Driving greater fundraising success
      • Improved view of all donors and prospects
      • Streamlined, automated moves management processes
      • Greater visibility into grant milestones and progress
      • Mobile access to data
      • Greater ability to identify and target the right prospects
      • Improved metrics on fundraising activity and funds raised
    • Typical Solution Components
      • Salesforce Sales Cloud
      • Salesforce Marketing Cloud
      • Fundraising App (NPSP, NGOC, Luminate, Causeview)
      • Email integration
      • Online fundraising integration
      • WealthEngine
      • Conga Composer
      • General Ledger integration
    • Challenges Solved
      • Replacing disparate point solutions and spreadsheets with a centralized CRM for greater visibility into constituent data and activity across the organization
      • Improved automation of processes and tracking of milestones
      • Greater internal collaboration and insights
      • Improved reporting and analytics
    • Typical Solution Components
      • Salesforce Sales Cloud
      • Salesforce Community Cloud
    • Challenges Solved
      • Improved productivity of staff agents
      • Improved consistency of responses through shared knowledge resources and chat scripting
      • Faster fulfillment of constituent resource requests
      • Consolidated view of all constituent profile and case data
      • Better visibility into volume of constituent requests, by topic and channel
      • Better visibility into staff workload and productivity
    • Typical Solution Components
      • Salesforce Service Cloud
      • Salesforce Community Cloud
      • Salesforce Knowledge
      • Salesforce Live Agent
      • CTI telephony integration
    • Solution Includes
      • Installation
      • Integration
      • IP Warming
      • Template Migration & Creation
      • Triggered Sends
      • Landing Pages
      • Preference Center
      • Department Set-Up
      • User Set-up
      • Automation Studio
      • Journey Builder
      • Lead Scoring
      • Training
      • Products Implemented
      • Salesforce Marketing Cloud
      • Pardot
    • Outcomes
      • Access to extensive data for driving segmentation
      • Consistent branding and reusable templates
      • Dynamic, personalized content
      • Marketing automation through drip campaigns and journeys
      • Targeted communications
      • Lead scoring and grading
    • Challenges Solved
      • Developed custom solutions on the Salesforce platform to support unique business processes. For example, for NPR, we developed annual contracts for member stations derived from a number of differently weighted factors.
    • Typical Solution Components
      • Salesforce Sales Cloud
      • Salesforce Service Cloud
      • Salesforce Community Cloud
      • Apex and Visualforce

To learn more about our CRM services, please contact us.