Benefits
Low-cost, high ROI to start fully utilizing your Salesforce solution
Understand the performance of fundraising appeals and events
Monitor individual campaign metrics, including donation sources, gift sizes and information on specific donors
Enable teams to connect, communicate and manage your most important relationships seamlessly
Our team of certified Salesforce consultants can assist you with Sales Cloud, Service Cloud, Marketing Cloud, Community Cloud, NPSP, Lightning and custom development. Our NPSP QuickStart package for Salesforce includes the following:
✔ | Kick-off call, discovery and Salesforce roadmap (1 hour) |
✔ | Configure household, contact and entity setup with standard duplicate and matching rules |
✔ | Donation management – one-time, recurring, in-kind, matching and major gifts, including soft credits |
✔ | Grant management for grant seekers |
✔ | Campaigns for events and fundraising |
✔ | Custom KPI reports (up to 8) and one dashboard |
✔ | Introduction to Levels and Engagement Plans |
2 Sessions | Salesforce inbox setup — Outlook 365 (Cloud) or Gmail integration |
✔ | Custom trailmix to aid in end user adoption with TrailTracker |
✔ | Two 60-minute meetings to advise on standard out-of-the-box products, data import and training, or extra time on in-scope items |
✔ | Go-live 4 weeks from project start with a 4-week lead time |
To learn more about Armanino’s Salesforce NPSP QuickStart implementation package, contact our team of experts.
Learn more about how our QuickStart package can get your Salesforce NPSP up and running quickly and easily. Just use the form and we'll get back to you promptly.