Nonprofit Quick Start Package

Have your donated licensing from Salesforce and struggling with next steps? Our Quick Start Package can help your Nonprofit team get the most out of Nonprofit Cloud and set up your CRM for future growth.

The Benefits

• Create a tool that organizes your efforts by streamlining processes and communication.
• Experience high impact on a shorter timeline at a lower cost.
• Set up your environment so it’s ready to scale as your team grows.
• Most importantly, quickly help your team better serve your constituents.

Our Quick Start Package Includes:

• Discovery Sessions – 2 hours
• Review Meeting mid-project – 1 hour
• Configuration of Custom Branded App
• Configuration of standard Non-Profit Cloud settings:
  • Fiscal Year settings
  • Donor Rollup Settings
  • Household naming
  • Opportunity naming
  • Recurring Donations
  • Relationships and Affiliations
  • General Accounting Units
• Security & Profiles:
  • Create up to 10 users
  • Configuration of 1 custom profile
• Standard configuration and up to 20 custom fields for the following:
  • Accounts
  • Contacts
  • Opportunities
  • Campaigns
• Customize up to two Donor processes out of the following:
  • Donation
  • Grant
  • In-Kind Gift
  • Major Gift
  • Matching Gift
• Customization of Gift Acknowledgement email template
• Analytics:
  • Installation of pre-configured standard Donation Dashboard
  • 1 hour Report Advisory session
• Data Migration
  • Customization of data loading templates for AccountsContact and General Accounting Units
  • Data Loading services can be purchased (2-5 hours per file loaded)
• Training
  • 2 Hours of Administrator Skill Development
  • Train the Trainer Advisory Session
  • Installation of Trailhead Tracker and Assignment of relevant Trails for administrators and end users
  • Customized Non-Profit Cloud Training Guide