Finding a Nonprofit Implementation Partner for Salesforce: Top Partners & Tips
By using Salesforce as a CRM, nonprofits can significantly boost their ability to manage donors, streamline operations, and amplify mission-driven work. Yet, implementing Salesforce can be major undertaking, especially for organizations with lots of data to import.
To help with this massive project, many nonprofits will hire a Salesforce implementation partner: an expert who understands the unique aspects of the nonprofit sector and can tailor their Salesforce instance to specific needs. With dozens of Salesforce implementation partners on the market, it can be challenging to find the right one for you. In this blog post, we walk you through how to select the right partner for a Salesforce implementation and introduce trusted partners who can help you maximize your impact.
Understanding Salesforce for Nonprofits
Why Nonprofits Choose Salesforce
The Role of Nonprofit Implementation Partners
Six Qualities to Look for in a Salesforce Implementation Partner
The Top 5 Salesforce Nonprofit Implementation Partners
Arkus
Belmar
Fionta
Heller Consulting
Protiviti
Understanding Salesforce for Nonprofits
Salesforce is no longer just a corporate product; it’s popular tool for nonprofits worldwide. Known for its robust CRM capabilities, Salesforce offers solutions that are tailored specifically to nonprofit programs management, fundraising, and reporting, so nonprofits can better manage their relationships and operations. There are two dedicated Salesforce for Nonprofits solutions: Nonprofit Cloud and Nonprofit Success Pack, both of which are expressly designed to help nonprofit organizations manage their operations more efficiently. These cloud-based solution includes tools and features that assist with donor management, fundraising, program management, and volunteer coordination. They’ve become critical tools for many nonprofits aiming to improve their fundraising, outreach, and engagement strategies.
Curious which version of Salesforce is right for your organization? Check out a comparison guide for Nonprofit Cloud and Nonprofit Success Pack here.
Why Nonprofits Choose Salesforce
Streamlined Donor and Constituent Management
Effective donor management is a cornerstone of nonprofit success, and Salesforce excels in this area. The platform enables organizations to track detailed information about supporters, including giving history, engagement preferences, and communication logs. With all this information in one convenient place, development officers can conduct outreach and deepen relationships with donors for consistent support.
Flexible, Simple for Nontechnical Users
Salesforce’s user interface is one of its standout features. It allows organizations to customize workflows, reports, and dashboards to suit their specific needs. Without advanced technical knowledge, a user can see details on donation histories, supporter outreach, and campaign progress. Its customizable architecture ensures that as a nonprofit grows or shifts focus, Salesforce can scale and evolve to meet changing demands.
Integration Capabilities
A critical advantage of using Salesforce is its ability to integrate with the dozens (even hundreds) of other tech tools and platforms that nonprofits commonly use. Whether it’s integrating with accounting software like Sage or QuickBooks, email marketing platforms including Mailchimp and Constant Contact, or event ticketing solutions like Eventbrite, Salesforce supports a wide array of connectors. This interoperability reduces data silos, enhances data accuracy, and provides comprehensive insights across all operational facets, for data-driven strategic planning. While Salesforce offers many out-of-the-box connectors, many nonprofits find that over time, they can cause data integrity issues. With this in mind, they implement middleware to leverage data integrations to have more control over how their data flows and build workflows that are configured to their specific organization.
Enhanced Analytics and Reporting
Data-driven decision-making is essential for nonprofits who want to maximize budgets and operate efficiently. Salesforce provides robust analytics and reporting tools, enabling organizations to measure program outcomes, track performance metrics, and analyze fundraising results. With visual dashboards and real-time reporting, stakeholders can access the information they need to make strategic decisions and demonstrate impact to leadership and supporters. Data-driven decisions start with clean data. See how Omatic can help.
The Role of Nonprofit Implementation Partners
Salesforce implementation partners play an essential role in adapting the platform to meet an organization’s specific needs. These partners bring specialized knowledge to the table, helping organizations customize Salesforce features to track donations, manage volunteers, and report on program outcomes effectively. They act as guides through the integration process with experience to anticipate challenges and make recommendations. Specific responsibilities include:
- Understanding Nonprofit Needs and Objectives: Implementation partners begin by thoroughly understanding the nonprofit’s mission, goals, and specific operational challenges. They conduct needs assessments and consult with key stakeholders to identify priorities and pain points.
- Customization and Configuration: After getting a sense of an organization’s needs and priorities, the role of an implementation partners is to customize and configure Salesforce to meet these unique requirements. This involves setting up workflows, data models, and user interfaces.
- Data Migration: Transitioning from legacy systems to Salesforce often involves complex data migration processes. A partner will ensure that data is accurately transferred and mapped correctly within Salesforce.
- Integration with Other Systems: Implementation partners are responsible for integrating other systems with Salesforce. They can recommend middleware tools to ensure smooth data flow between platforms.
- Training and Support: To ensure successful adoption, implementation partners typically provide comprehensive training for the nonprofit’s staff.
- Continuous Improvement and Optimization: Implementation partners regularly work with nonprofits to assess system performance and suggest optimizations that align with evolving needs.
- Strategic Insight: Beyond technical implementation, partners also provide strategic insights into how Salesforce can be leveraged to fulfill and extend a nonprofit’s mission. They offer guidance on data strategy, user engagement, and innovative uses of the platform.
Six Qualities to Look for in an Implementation Partner
Choosing the right partner is vital for a successful Salesforce implementation. Key qualities to look for include:
- Nonprofit Sector Expertise: A partner with extensive experience in the nonprofit sector understands the unique challenges and opportunities these organizations face. They can provide insights and solutions tailored to the nonprofit environment, drawing on past successes to inform new projects.
- Salesforce Expertise and Certification: Look for certifications, such as Salesforce Certified Nonprofit Cloud Consultant or Administrator, which indicate a high level of technical competence.
- Proven Track Record: A strong track record of successful implementations, particularly within nonprofit organizations, is a key indicator of reliability. Ask for case studies, client testimonials, and references that reflect their prior successes.
- Project Management Skills: Effective project management is crucial to ensure that the implementation is completed on time and within budget. Look for a partner with demonstrated project management capabilities, including clear communication, risk management, and an organized approach to project execution.
- Training and Support Services: Ensure success long after the implementation process is complete. Select a partner that offers training or post-implementation support to troubleshoot issues and provide guidance as needed.
- Integration Experience: Nonprofits rely on third-party tech platforms for fundraising and communications, and the ability to move all that valuable data into Salesforce is crucial. An ideal partner will have the expertise to integrate your entire tech stack with Salesforce. A good implementation partner is a good communicator. Reflect on your encounters with potential partners: do they listen? Do they understand your organization’s specific needs? Select a partner who gives you confidence that you and your team will be able to maximize Salesforce’s potential.
The Top Salesforce Nonprofit Implementation Partners
Here’s a closer look at our top six Salesforce partners who have consistently delivered exceptional results for nonprofits:
Arkus
Arkus is a consulting firm that specializes in helping organizations optimize their use of Salesforce. They assist clients by delivering a range of services, including strategic consulting, implementation, data migration, and custom solutions tailored to enhance Salesforce functionality. Arkus aims to streamline and enhance business processes by leveraging Salesforce’s comprehensive suite of tools and capabilities. Their expertise includes cloud computing, data management, and application development.
In addition to technical services, Arkus provides educational resources and thought leadership to help organizations understand and effectively utilize Salesforce’s vast potential. They emphasize best practices and innovative strategies that align with clients’ unique goals and objectives. Arkus also focuses on change management and user training to ensure successful adoption across organizations. With a deep understanding of both the technical aspects of Salesforce and the strategic needs of businesses, Arkus positions itself as a trusted partner in driving sustainable growth and transformation through technology solutions.
Notable Clients: CNIB Foundation, Habitat for Humanity Charlotte, RED
Belmar
Belmar Consulting specializes in providing comprehensive Salesforce solutions for businesses seeking to enhance their CRM capabilities. As a Salesforce partner, Belmar offers a wide range of services, including strategic planning, implementation, customization, and ongoing support to ensure that clients can fully leverage the platform’s features. The company focuses on understanding the unique needs of each client to tailor Salesforce implementations that align with their specific business objectives.
Belmar places a strong emphasis on delivering high-quality training and support to ensure successful Salesforce adoption within client organizations. By providing personalized education and user-friendly solutions, Belmar aims to facilitate a smooth transition to Salesforce for nonprofits and enhance user proficiency. They have a deep focus on delivering innovative solutions that not only meet immediate business needs but also provide a solid foundation for future growth and development within the Salesforce ecosystem.
Notable Clients: BC Children’s Hospital, Canadian Mental Health Association
Fíonta
Fíonta sets itself apart as a consulting firm focusing primarily on empowering nonprofit organizations and associations through strategic Salesforce solutions. As a trusted partner in the Salesforce ecosystem, Fíonta provides tailored services, including strategic planning, personalized implementation, and ongoing support, specifically designed to address the unique challenges and goals of the nonprofit sector. With a profound understanding of nonprofit operations, they’re able to expertly craft Salesforce solutions that enhance donor management, improve operational processes, and foster more effective constituent engagement. Their expertise ensures that nonprofits can maximize their impact and operational efficiency while maintaining alignment with their core missions.
Beyond implementation, Fíonta is deeply committed to ensuring that their nonprofit clients gain the full potential of Salesforce through comprehensive training and change management assistance. By offering hands-on education and designing intuitive, user-friendly solutions, Fíonta ensures a smooth Salesforce integration and adoption process. They pride themselves on building lasting relationships, offering ongoing support and innovative, scalable solutions that grow with the organization. With a focus on making technology work seamlessly for nonprofits, Fíonta helps organizations amplify their outreach, enhance community engagement, and drive meaningful change in their respective arenas.
Notable Clients: Ronald McDonald House of the Triangle, The Amputee Coalition, Mental Health America
Heller Consulting
Heller Consulting
Heller Consulting specializes in helping nonprofits and higher education institutions harness the power of Salesforce to amplify their impact and streamline operations. With extensive experience in the nonprofit sector, Heller Consulting offers strategic services like needs assessment, solution design, implementation, and ongoing support, all tailored to meet the diverse and evolving demands of their clients. Their approach focuses on integrating Salesforce’s robust capabilities to optimize fundraising efforts, enhance donor engagement, and improve overall data management. Heller’s team brings deep expertise in aligning technology with organizations’ missions, ensuring that each Salesforce deployment is strategically aligned with long-term goals and operational efficiency.
Heller Consulting works closely with clients to facilitate change management and provide insightful guidance, enabling teams to leverage Salesforce technology confidently and effectively. Their ongoing support and commitment to innovation makes them a reliable partner for nonprofits and educational institutions seeking to evolve and grow.
Notable Clients: Environmental Defense Fund, Guide Dogs for the Blind
Learn more about Heller Consulting
Protiviti
Protiviti is a global consulting firm that provides a wide array of advisory and implementation services, including expertise in Salesforce solutions, to help businesses navigate complex challenges and drive innovation. Known for its deep industry knowledge, Protiviti offers strategic guidance in implementing Salesforce across various sectors to enhance customer engagement, optimize sales processes, and improve operational efficiency. Their team collaborates closely with clients to customize Salesforce solutions that align with specific business objectives, ensuring that organizations can fully leverage the platform’s capabilities for growth and transformation.
Protiviti emphasizes the importance of governance, risk management, and compliance within the Salesforce ecosystem, offering comprehensive advisory services to ensure secure and efficient operations. With a focus on delivering measurable outcomes and sustainable improvements, Protiviti positions itself as a trusted partner in helping businesses achieve strategic goals and maintain a competitive edge in their respective industries.
Notable Clients: Pacific Life
Implementation Partners are an Investment in Your Future
In a rapidly evolving nonprofit landscape, the right Salesforce implementation partner can make all the difference at your organization (and save you from headaches down the line!). By aligning with an experienced partner, you not only set a foundation for proper data maintenance but also ensure long-term data management best practices as your organization changes.
Don’t hesitate to reach out to explore how these partners can help propel your mission forward. If you’d like a personalized recommendation for a Salesforce implementation partner, reach out to us at partners@omaticsoftware.com. Finally, when implementing a new Salesforce instance, it’s never too early to consider your integration strategy. A migration to a new CRM is the perfect opportunity to reevaluate your existing solutions and make sure your data is moving exactly like you want it to.
