Salesforce Nonprofit Consultant

Empowering nonprofits with our Salesforce expertise

Manage your grants, volunteers, members, donors, events, and programs with precision.

Tell Us your Nonprofit Needs

New to Salesforce?

Advisory services on Nonprofit products
Implement Nonprofit Cloud
Implement Salesforce NPSP
Transition to Nonprofit Cloud
Migrate content into Salesforce
Setup reports and analytics
Product Training

Enhance Existing Nonprofit Setup?

Customization and configuration
Custom app development
Donor and Grants management
Fundraising and campaign management
Streamline accounting processes
Volunteers and event management
Programs and case management
Automation
Integrating with the accounting platform

Need Nonprofit Salesforce administrator?

Salesforce Org assessment and configuration
User and security management
Manage page layouts
Create new fields and other routine tasks
Automate process using process builder, flow automation, and validation rules
Data management & cleansing
Report generations and dashboards
New user training
Support and maintenance

Are you looking to implement Salesforce Nonprofit Cloud? Do you need help with customizing your existing Salesforce solution? Congruent can help you take advantage of Salesforce Nonprofit Cloud. Implementing a Salesforce Nonprofit solution to meet your unique needs is not easy. It can become a daunting task if not done with the help of an experienced Salesforce Nonprofit consultant. When implemented, Salesforce solutions can improve operations, donor connections, campaigns, and social impact.

Our Salesforce Nonprofit consultants can help set up Salesforce CRM to manage your donors, employees, partners, vendors, and events. Solutions delivered through our Salesforce implementation services can help you meet your goals and scale as your needs evolve.

Salesforce for nonprofit products that we can implement for you

Nonprofit Cloud

Nonprofit Cloud facilitates a centralized platform to manage constituents. It helps to streamline communication, automate processes, and gain valuable insights. This product offers a complete set of tools and solutions to address the unique needs of every nonprofit.

Salesforce Nonprofit Success Pack

Salesforce Nonprofit Success Pack is a set of pre-configured tools and features developed by Salesforce.org. This product is more focused on donor and fundraising management. Nonprofit Success Packs (NPSP) are available at a reduced cost or for free for eligible nonprofits.

Our Salesforce nonprofit cloud services

Fundraising & Payments

Our tailored solutions can help you streamline your fundraising initiatives and payment management within Salesforce. We can help you build captivating and customized donation pages that provide a self-service donor experience.

Donor Management

We can make it easier for you to maintain a strong relationship with your donors, supporters, and partners. Our Salesforce consultants can empower you with a set of tools to manage donations, pledges, and payments. We can enable automating recurring donation features.

Accounting Subledger Setup

Integrate your Salesforce Nonprofit solutions seamlessly with your accounting software. We can help you configure Accounting Subledger for you to keep track of all your revenues and expenses.

Beneficiary Management

Streamline your beneficiary management with our consultants. We can help you set up an efficient tracking process. You can monitor their progress, gain insights, and know how much of an impact your program has made on their life.

Grant Management

Our Salesforce consultants can extend your features to support grant requests, management, and reporting. We can help you enhance your grantee experience. A branded portal will make it easier for them to apply for funds and contact.

Event Management

Plan and execute impactful events with the help of our Salesforce consultants. We can provide you with the right set of tools to simplify your event management process. From event registration and payments to engagement tracking, we will make the process much easier.

Volunteer Management

We can help you optimize your volunteer programs and enhance your community engagement with Salesforce. Our Salesforce consultants can empower you to recruit, engage, and track volunteers, and their impact.

Program Management

Our team will leverage the Salesforce for Nonprofit solution to streamline your programs. We will enable you to monitor program engagement, track service deliveries, and derive meaningful insights.

Challenges solved by our Salesforce nonprofit consultants

Donor retention
Member and constituent engagement
Program efficiency and impact tracking
Volunteer coordination
Diverse fundraising strategies
Data security and compliance
Data management and reporting
Engagement with trustees
Communication and outreach
Lack of integration
Limited it resources
Adapting to change
Collaboration across teams
Attendance tracking
Real-time reporting
Grant monitoring and compliance

Why choose our Salesforce nonprofit consultants for your needs?

Nonprofit-Centric Expertise

Budget-Friendly Solutions for Nonprofits

Certified Team of Salesforce Consultants and Admins

Scale Your Team Up or Down as You Need

Long-Standing Relationships with All Our Customers

Timely Assistance, Fixing, and Strategic Guidance

Passionate About Working with Nonprofits

Some of our happy nonprofit customers

"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."

Implementing Salesforce for nonprofit organization

Requirement Analysis

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

Configuration & Customization

Configuring Salesforce and performing basic level changes to suit the needs of your nonprofit.

Online Donation & Membership Management

Setting up a new website or integrating your existing website with Salesforce. Automating your donation process & membership management.

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, and MailChimp.

Financial Systems Integration

We identify and use tools that are compatible with both Salesforce Nonprofit Cloud and your financial system. This strengthens donor connections and provides clearer financial insights.

Deployment, Training & Support

Implement Salesforce with all the required features to make you a connected nonprofit. We offer training and ongoing support.

Let our consultants help you

Tell us your requirements on Salesforce by submitting the form. Our experts will get back to you quickly.