Nonprofit organizations have a lot of information to track and easy access to that data can make for stronger communications and better business decisions. Whether it's your supporters' contact information, donor giving records, a history of the services your clients have used, or the name of that caterer you love from last year's gala—your important information needs to be stored in an organized, reliable, and accessible system.
Our database consultants have years of experience helping nonprofit organizations make the best use of a variety of database systems, with a deep knowledge of Constituent Relationship Management (CRM). You can keep track of everyone who has a relationship with your organization and help to bring them closer in, or strengthen their bond with your organization and its mission. That can mean, among other things, increasing the frequency that an individual volunteers, raising more money from a local foundation, or attracting super-savvy and highly networked community members to join your board. This can be done through effectively managing contact information, tracking the frequency and methods of communication, and finding new ways to connect with your constituents in a meaningful way.
We’ll help you create a system that will work for your organization's specific data management needs.
Our database consulting team works with tools that your entire staff will be able to learn and utilize. We’ll help you evaluate your data tracking needs and then plan, design and build a system that will work for your organization. And, most importantly, we'll provide training and coaching on the new system to help your staff hit the ground running and make the most out of your investment in data management.
Salesforce Maintenance Support
Maintenance includes the basic tasks of maintaining the database. A plan for regular maintenance and support will be established by mutual agreement. Support includes a monthly check-in with a 501 Commons Database Consultant.
Salesforce Maintenance Service examples:
- Duplicate record management
- Creation and maintenance of reports, list views
- Custom fields, page layout edits, and object management (record types)
- Workflows, Processes, and Basic Flow (automation)
Salesforce Advanced Support
This service agreement addresses more complex Salesforce needs. Advanced level support does not include routine or ongoing maintenance.
Salesforce Advanced Support examples:
- Third-party applications and integration support (e.g. FormAssembly, Conga Composer, MailChimp, etc.)
- Implementing Lightning for Outlook/Gmail, or Lightning Sync
- Significant changes to the data model and schema (i.e. custom objects or other features)
- Advanced Flow, Custom Apex, Visualforce (coding), or Sites development
A Project is defined as having a specific goal, defined time-frame, and specific deliverable(s). These elements are defined in a Scope of Work. Projects will typically have separate contracts.
Project examples (requires a scope of work):
- Upgrading a Salesforce instance
- Implementing significant new integrations and major applications
- Merging Salesforce instances
- Training which has defined learning objectives and a specific time-frame
How to Learn More
Curious about the potential of a new database system? Check out our Technology Knowledge Center for presentations and resources that can help you learn more about CRM systems, data management, and selecting "best fit" database for your organization.
If you're ready to get organized, run more efficiently, and get a better return on your database or CRM investment, contact us online or give us a call at 206-682-6704.