Understand Your Stakeholders: A Case Study in Agile Salesforce CRM Planning Read more. The Power of a Phase Approach: Implementing NPSP. Read more.
The Fund for Global Human Rights
Improved donation and grants tracking in Salesforce using NPSP. Read more. The value of partnerships, agility, and documentation for long-term solutions. Read more.
Designed a teaching artist portal using Salesforce Communities. Read more. Customized mobile access to teaching artist portal. Read more. Customized Salesforce support, tool integration and custom tool development to streamline donor and program management. Read more.
The Roper Center For Public Opinion Research
Custom Salesforce build out to manage complex member relationships and data contributions. Read more. Member management and process automation. Read more.
Grounded Solutions Network
Custom, advanced Salesforce development for streamlined client and program management processes. HomeKeeper 2.0 Case Study.
Custom development, integrating Classy with Salesforce NPSP to improve contact and donation tracking. Read our case study about the custom, responsive, client intake form we built in Salesforce NPSP.
Improved Salesforce workflows and customized membership management processes.
Personalized Salesforce development and technical support for streamlined program and volunteer management. Read our two-part case study here.
Washington Defender Association
Salesforce Nonprofit Success Pack implementation, membership management and website integration to increase automation and improve business processes. Read more.
The Stewardship Network at The University of New Hampshire
Improved volunteer management by customizing the Volunteers for Salesforce App.
The City of Everett, Washington
Custom functionality for the City of Everett’s Business & Occupation Tax System. Read more.
Washington Global Health Alliance
Personalized coaching, reporting assistance, and improved event tracking through automated ticket sale management. Learn more.
The Foundation for International Understanding Through Students
Salesforce support (events and online donations).
Business and CRM process review, transition to Lightning and Salesforce support and enhancements such as member engagement. Read More.
The City of Renton, Washington
Business and Occupation Tax system implementation, customization and integration with tax filing portal. Read More.
The City of Shoreline, Washington
Business and Occupation Tax system implementation, customization and integration with tax filing portal.
Performing Arts Center Eastside
Data migration from Raiser’s Edge to Salesforce Nonprofit Success Pack.
Kôr Community Land Trust
Homeownership Application with HomeKeeper integration. Read More.
Streamline online intake process for 1-1 Housing Counseling in HomeKeeper. Read More.
Community Action Partnership of San Bernardino County
Community Cloud Client Intake system for better data collection and reporting across affiliated food banks. Read More.
Second Harvest of Silicon Valley
Custom development for volunteers calendar. Read More.
School’s Out Washington
Upgrade to Nonprofit Success Pack. Read More.
Property and Resident Management System. Read More.
Wellspring Family Services
Program and Case Management using Salesforce Nonprofit Cloud. Read More.
Implementation of Nonprofit Success Pack and API integration with external inventory management system.
City of Boston
Business Process Review and HomeKeeper Adoption Consulting