Salesforce Consulting and Implementation for Non-Profits

Non-Profits can leverage Salesforce’s powerful Customer Relationship Management (CRM ) , Analysis and Reports to apply to measure impact and fundraising efforts. 

Let us apply Salesforce to your organization to help you scale your impact

With our help, Salesforce will bring you:

  • Program Management: Nonprofit Cloud enables organizations to measure and manage their programs more effectively. Program Directors can better understand which initiatives or interventions are most successful, adjust services to better fit clients’ needs, and quickly define and create new programs. Nonprofit professionals, the people they serve, and the donors that support their work deserve better program management tools than paper and spreadsheets.
  • Grants Management: Outbound Funds Module gives foundations and nonprofits who disburse awards and grants a simple way to track, manage, and deliver funding. The right technology allows you to spend less time on tedious processes that bog you down and more time driving your philanthropic mission. After creating your OFM Funding Programs for your pandemic response funds, you can start creating or accepting requests for those funds from potential recipients and manage the lifecycle of those requests. Using native tools like Salesforce Communities, third party forms, or survey apps, you can extend OFM to your grantees to quickly and easily submit or monitor their applications for funds and automatically create the funding requests. 


  • Donor-Centric Fundraising: Your supporters and funders expect you to engage with them in meaningful ways, similar to digital experiences in their consumer and personal lives. How do you meet or beat those needs and expectations? The best technology puts people first. Nonprofit technology should help you focus on the individual donor, regularly exceeding their expectations and building enduring relationships.
  • Powerful Reports and Dashboards: Would you like to visualize the impact of your work? Leverage that data for future projects and better prediction? Salesforce allows you to do just that by making data work for you. 

To enjoy these advantages for our clients, we are optimizing existing Salesforce solutions for businesses or offering advice on implementing Salesforce custom-fit. If you are interested please fill out the form!

How can we help you?

steps in salesforce implementation

Step 1: Salesforce consulting

At this point, we evaluate the current business needs and identify business goals that Salesforce can help (either the profitability for salespeople, reducing long sales cycles or providing a holistic view of customers). Instead we elaborate the ways with Salesforce technology to meet your strategic objectives and talk about required modifications and integrations that make the application completely compatible with your needs. We also plan the implementation process carefully in order to carry out the every phase in good time and remain in within budget.


Step 2: Customization and configuration

We can customize the Salesforce solution in two ways, which vary in complexity, cost and level of alteration of the platform. Configuration means modifying the default capabilities of Salesforce with the point-and-click tools. Customization, on the other hand, is a creation process that enables deeper tailoring of the framework with Apex code, if large-scale adjustments are needed to reach the business goals.


Step 3: Integration

We conduct integrations to ensure that the Salesforce solution works smoothly with third party systems, such as Enterprise Resource Planning (ERP), ecommerce platforms, document management systems, and that data flows are more noticeable across integrated applications.


Step 4: Data transfer from old CRM

Without data failure or manipulation, device instability and effect on your business processes we move your data seamlessly into the latest Salesforce solution. The data remains well-structured and ready to use as soon as it is transferred, due to the review and structuring of the existing data before the migration. We create data structuring rules (for example, duplicate rules) to further improve the data quality after its migration.


Step 5: User training

We offer Salesforce training to improve customer acceptance and help customers adapt to the functionality of the Salesforce-based application provided, make the best possible use of Salesforce’s default and personalized features and maximize employee productivity.


Step 6: Launch

Upon designing a custom Salesforce-based solution in the development environment and reviewing it by Quality Assurance Engineers, the solution is moved to the User Acceptance Reviewing (UAT) environment where the customer client representatives can check out the functionality of the solution to make sure it functions as required. If the customer approves the proposal, the experts at Wezana Solutions will introduce the latest Salesforce system into the manufacturing environment and make it available to the employees of the company.


Step 7: After-launch support

At the start of the use of Salesforce, we provide on-demand post-launch support services. In addition to user training, these services allow tuning features and steps to improve product adoption.