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Our Services

  • SETUP: Transfer your business processes to Salesforce.
  • ENHANCE: Take your Salesforce to the next level.
  • IMPROVE: Continuously adapt to the evolving world of business.
  • SUPPORT: Utilize our dedicated helpdesk.

Customer 360

Track interactions, history, preferences.

Sales Pipeline

Optimize lead-to-cash, boost close rates.

Customer Delight

Self-service, unified care, lasting loyalty.

Analytics​

Key metrics, visualize trends, hone strategies.

Optimization

Streamline operations, reduce costs, boost efficiency.

Integration​

Unite systems and unleash the power of system harmony.
  • SETUP: Track your donors and services in Salesforce.
  • ENHANCE: Upgrade the donor and recipient experience.
  • IMPROVE: Continuously adapt to the evolving needs of your organization.
  • SUPPORT: Utilize our dedicated helpdesk.

Donor Management

Personalized engagement, giving history, interests.

Grants

Streamline application-to-award, increase win rates.

Recipients

Track history, pair with volunteers, manage services

Demographics​

Optimize campaigns, increase donor conversion

Reporting

Measure outcomes and impact.

Compliance​

Receipts, restricted funds, protected info, reporting requirements.
  • SETUP: Transfer your business processes to Salesforce.
  • ENHANCE: Take your Salesforce to the next level.
  • IMPROVE: Continuously adapt to the evolving world of business.
  • SUPPORT: Utilize our dedicated helpdesk.

Customer 360

Track interactions, history, preferences.

Sales Pipeline

Optimize lead-to-cash, boost close rates.

Customer Delight

Self-service, unified care, lasting loyalty.

Analytics​

Key metrics, visualize trends, hone strategies.

Optimization

Streamline operations, reduce costs, boost efficiency.

Integration​

Unite systems and unleash the power of system harmony.
  • SETUP: Track your donors and services in Salesforce.
  • ENHANCE: Upgrade the donor and recipient experience.
  • IMPROVE: Continuously adapt to the evolving needs of your organization.
  • SUPPORT: Utilize our dedicated helpdesk.

Donor Management

Personalized engagement, giving history, interests.

Grants

Streamline application-to-award, increase win rates.

Recipients

Track history, pair with volunteers, manage services

Demographics​

Optimize campaigns, increase donor conversion

Reporting

Measure outcomes and impact.

Compliance​

Receipts, restricted funds, protected info, reporting requirements.

NonProfits

  • SETUP: Track your donors and services in Salesforce.
  • ENHANCE: Upgrade the donor and recipient experience.
  • IMPROVE: Continuously adapt to the evolving needs of your organization.
  • SUPPORT: Utilize our dedicated helpdesk.

Donor Management

Personalized engagement, giving history, interests.

Grants

Streamline application-to-award, increase win rates.

Recipients

Track history, pair with volunteers, manage services

Demographics​

Optimize campaigns, increase donor conversion

Reporting

Measure outcomes and impact.

Compliance​

Receipts, restricted funds, protected info, reporting requirements.