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Salesforce consulting & development
For Nonprofits

Tailoring Custom Solutions To Fit The Nonprofit Needs

Serving small to medium sized nonprofits in all their operational needs through Salesforce solutions. We will help determine which phase you are in your growing nonprofit and create an execution plan to implement a Salesforce system. The system doesn’t have to just stop at CRM/sales it can extend into marketing departments, managing volunteers, donors, and more.

Our Process

  • 1. Define Business Requirements

    Assess business processes across the organization - Sales, Marketing, Customer Support, Finance, Legal, and HR - as well as analyze the current systems being used.

  • 2. Program Design

    Identify priorities, user experience, and success metrics, to determine how salesforce will be implemented. We will then create timelines and development requirements to for best practices

  • 3. Development

    We develop the Salesforce system in phases, to make sure we are meeting the requirements to the program design. We engage in checkpoint meetings and micro testing to ensure you see the results from start to finish.

  • 4. Training & Support

    Not only do we document the process and how to utilize your new Salesforce system, we will help with team training and continued support post implementation.

Services we offer

  • Customized Marketing & Sales Pipeline
  • Administration and Project Management
  • Salesforce Automations
  • Integrations with 3rd party Apps
  • Volunteer Management
  • Donor Management
  • Reporting Dashboards
  • Custom Solutions
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Departments We Will Optimize

Finance Department

We will help you design a nonprofit management system to work for your team. Take out the guesswork and set priorities and workflow for the whole organization. From organized note-taking, time tracking, checklists, and training. We can help you create the perfect base of operations to achieve your goals more efficiently.

  • Budget Management
  • Contract Management
  • Pricing

HR Department

We will help you design a nonprofit management system to work for your team. Take out the guesswork and set priorities and workflow for the whole organization. From organized note-taking, time tracking, checklists, and training. We can help you create the perfect base of operations to achieve your goals more efficiently.

  • Automate open job listings
  • Store applicants for each job opening
  • Send automated reminders to hiring managers
  • Store orientation and training plans
  • Track employee time off

Product

We will help you design a nonprofit management system to work for your team. Take out the guesswork and set priorities and workflow for the whole organization. From organized note-taking, time tracking, checklists, and training. We can help you create the perfect base of operations to achieve your goals more efficiently.

  • Preproduction Testing
  • Product Ideas and Innovation

Dev Ops

We will help you design a nonprofit management system to work for your team. Take out the guesswork and set priorities and workflow for the whole organization. From organized note-taking, time tracking, checklists, and training. We can help you create the perfect base of operations to achieve your goals more efficiently.

  • Asset and facilities management
  • Merger and acquisition enablement
  • Business agility

IT

We will help you design a nonprofit management system to work for your team. Take out the guesswork and set priorities and workflow for the whole organization. From organized note-taking, time tracking, checklists, and training. We can help you create the perfect base of operations to achieve your goals more efficiently.

  • Streamline IT ticketing
  • Create reports and dashboard to aggregate and analyze requests
  • Create custom forms for employee requests and create a knowledge base for common issues
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Matt Bowman

Salesforce Expert Matt Bowman

Matt Bowman has 7+ years of business operations consulting experience, 2+ years of software engineering experience and he’s a certified Salesforce Administrator. He began his career in NYC, where he consulted with 300+ VC-backed technology startups on go-to-market strategy and sales operations. For the last 2 years, Matt has been a full-stack software engineer, designing and developing multiple enterprise applications. Given his exposure to both business and technical sides of companies, he is uniquely positioned to provide strategic value to non-profits who strive to leverage Salesforce to improve processes and drive growth.

"Drew and his team at World Shift Tech go above and beyond in what they say they will do to help out our cause. It started off as a simple CRM fix to reach out to more of our volunteers, then turned into multiple projects that addressed our bottlenecks—setting up team communication, helping with our website, getting started with our Google Ad Grants, and saving us hours a week by setting up a digital waiver process. I turn to them now to help the Lockwood Foundation continue to grow its efforts. Thank you!"
Jeff LWF
Jeffrey Lockwood
The Lockwood Foundation
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