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