Salesforce Consulting for Nonprofits

Your Salesforce Nonprofit Success pack licenses implemented within 2 weeks
Salesforce Training for Nonprofits - BigBrothers
"We contacted Congruent for training with Salesforce NPSP. Leejo Thomas and Srinivas Ramanujam thoroughly communicated, coordinated and customized a training structure specific to meet our needs. We had been struggling to effectively utilize Salesforce for several months as we had recently migrated our data from another platform. Srinivas is very professional, knowledgeable and he is an outstanding instructor. At the end of each training day we were eager to implement what we had learned. Srinivas' demeanor and meticulous training style provided concise insight on specific areas. There were many "light bulb" moments. To say that we were pleased, would be an understatement. We will continue to utilize Congruent and would certainly recommend their services."
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    Don't worry. We have you covered!!!
    We can set you up and running quickly with all the basic configuration and customizations you need.
  • Slider Confused woman 2
    We are here to help you!!!
    We will conduct a complete health check and enhance your existing Salesforce system to ensure you become a connected nonprofit.
360 degree view of a connected nonprofit



Campaigns & Appeals

Marketing Automation






Soft Credits

In-Kind gifts

Affiliations & Relationships

Matching Gifts

Online Donations

Financial Management

What We Can Do?
  • Streamlining the donation process for your supporters and staff
  • Overall health-check of your donation process and automating the donation processing, receipting and follow up of donations
  • Integrating payments between your financial system, website and Salesforce
  • Integration with online platforms like classy.
  • Marketing automation – Integration with Mail Chimp, Campaign Monitor, Marketing Cloud and Pardot to help with donation requests, events, volunteer requests etc
  • Migrating data from disparate sources into Salesforce
  • Simplify event management by effectively planning and executing events of any size

Our Salesforce Consulting for Nonprofits Approach

  • Nonprofit approach step 1

    Requirement Analysis

    From assessing what your nonprofit needs, to devising a plan and explain how Salesforce can help you achieve them

  • Nonprofit approach step 2

    Configuration & Customization

    Configuring Salesforce and performing basic level customizations to suit the needs of your nonprofit organization

  • Nonprofit approach step 3

    Online Donation & Membership Management

    Setting up a new website or integrating your existing website with Salesforce to automate donation processing & membership management

  • Nonprofit approach step 4

    Marketing Automation

    Setting up marketing automation for easier management of your campaigns, events and marketing efforts. Integrating Salesforce with marketing tools like Pardot, Marketing Cloud, Campaign Monitor, MailChimp

  • Nonprofit approach step 5

    Financial systems integration

    Integrating your existing accounting systems with Salesforce

  • Nonprofit approach step 1

    Deployment, Training & Support

    Implement Salesforce with all the required functionalities to make you a connected nonprofit and provide training and ongoing support

Free 1 hour Salesforce adoption training - Register & find answers to all your queries

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