EMPOWERING MORE ACTIVE, CONNECTED COMMUNITIES TO SUPPORT MISSION SUCCESS.

Attain's ACF practice (ACF) specializes 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. 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: fundraising, recruiting and admissions, case management, volunteer management, sales, email marketing, portals and communities, call centers, mission management, and more. We bring a proven methodology, deep technology expertise and industry best practices to your Salesforce project. Learn 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.

For more information, download our features sheet.

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