Driving your mission forward!

Services

Transform How You Fundraise, Engage, and Deliver Services

Our Core Services


FUNDRAISING & GRANT MANAGEMENT

Challenge: Tracking donors, grants, and household contributions can be overwhelming.
Our Solution: Customized Salesforce systems that centralize donation data, automate acknowledgements, and streamline grant workflows.

COMMUNITY ENGAGEMENT & EMAIL MARKETING

Challenge: Engagement tools and outreach feel disconnected.
Our Solution: Implement Marketing Cloud, Pardot, or custom integrations to segment audiences and deliver personalized communication.


APPLICATION INTEGRATION & AUTOMATION

Challenge: Disconnected systems and manual processes slow your progress.
Our Solution: Seamless integration via Apex, APIs, and Salesforce flows to connect your tools and eliminate bottlenecks.

Salesforce optimization

Challenge: Your Salesforce instance is underutilized or misaligned with your mission.
Our Solution: We assess, streamline, and enhance your Salesforce configuration to improve usability, reporting, and adoption across teams.


WORKFORCE DEVELOPMENT METRICS

Challenge: Manually tracking participant outcomes is time-consuming and prone to error.
Our Solution: Dashboards and case management tools tailored to monitor attendance, job placements, and long-term success.

it strategy & governance

Challenge: Lack of cohesive IT direction or oversight can hinder growth and scalability.
Our Solution: Strategic guidance to align IT operations with your organizational goals, including policy development, vendor evaluation, and system architecture planning.

KEY BENEFITS

  • Increased donor retention

  • Streamlined reporting and compliance

  • Enhanced decision-making with real-time insights

  • Personalized constituent experiences