Protiviti
Protiviti is a global consulting firm and Salesforce Summit Partner since 2015, delivering Salesforce implementations across industries, including a dedicated nonprofit consulting practice.
Specialties
About Protiviti
Protiviti is a global consulting firm with a network of more than 70 offices across 20 countries. Within that broader footprint, Protiviti has built a Salesforce practice recognized as a Summit-tier Consulting Partner since 2015, with more than 250 projects delivered and over 200 Salesforce certifications across its team. Protiviti runs a dedicated nonprofit consulting practice, helping mission-driven organizations with everything from budget process optimization and supplier diversity strategy to the technology and change management.
How Protiviti Works with Omatic
Protiviti builds and configures the Salesforce instance an organization runs on. Omatic makes sure the data feeding that instance from the rest of the tech stack stays fresh and accurate.
When Protiviti and Omatic Cloud work together:
- Every platform is built to perform. Protiviti’s Salesforce team handles strategy, architecture, migration, and implementation, tailoring Nonprofit Cloud and related solutions to how an organization actually operates.
- Records reflect reality. Because Omatic keeps donor, volunteer, and gift data flowing cleanly into the Salesforce instance Protiviti builds, staff see complete, trustworthy supporter records from day one and onward.
- Your leadership gets reporting they can trust. With well-built fundraising platforms and clean, connected donor data working together, organizations can report on campaign performance with confidence instead of reconciling exports by hand.
Services and Capabilities
Advisory & Assessment
Evaluate your current Salesforce setup and data strategy to identify the highest-impact opportunities before you build anything.
Architecture & Solution Design
Design a Salesforce architecture that fits your organization’s actual structure and workflows, not a generic template.
Implementation
Deploy Salesforce Nonprofit Cloud and related solutions end-to-end, from discovery through go-live.
Migration
Move data and processes from legacy systems into Salesforce without losing historical or constituent information.
Integration & Automation
Connect Salesforce to the other systems in your stack and automate the workflows that used to require manual handling.
Managed Services
Ongoing maintenance, support, and optimization to keep your Salesforce instance performing well after launch.