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Salesforce.com Non Profit Quickstart

Salesforce.com Non Profit Quickstart is the fastest way to start with Non Profit Starter Pack (NPSP) from Salesforce.com Foundation / Salesforce.org. With a Quick Start Implementation of Salesforce.com; a Not for Profit Organization can be up and running on Salesforce.com within one week. Our experienced Salesforce.com consultants with rich experience in Non Profit Salesforce.com Implementations will ensure that your Non Profit Organization uses most of the Non Profit Starter Pack (NPSP) features in a short time period.

Salesforce.com Edition

The one week Non Profit quickstart of salesforce.com is recommended for Salesforce.com “Lightning Enterprises Edition with Non Profit Starter Pack (NPSP)”

Non Profit Quick Start

The Non Profit Starter Pack Quickstart for Salesforce.com has following scope (with a limit of 2 person week of consulting):

 1. Constituent Tracking
  • Tracking Donors, Volunteers, partners, media partners
  • Contacts / Constituent information
 2. Fundraising
  • Fundraise – Individual donations, Major gifts, In Kind gifts, Pledges, Recurring donations, Grants
  • Donor Management
  • Grants Management
  • Volunteer Management
  • Events Management
 3. Program Management
  • Programs
  • Case Management
  • Activity Management
  • Reports and Dashboards
 4. Outreach / Marketing Communication
  • Campaigns
  • Events
  • Attendees
  • Email Marketing
 5. Analytics
  • Custom Reports (10)
  • Custom Dashboards (1)
 6. Setup
  • Workflow Rules (5)
  • Assignment  Rules (2)
  • Approval Process (2)
  • Security
  • Roles and Profiles
 7. Data Migration
  • Data Migration
 8.  Training
  • 2 hour Training Session via Online Meeting with your users
  • 2 hour Handover with your System Administrator via Online Meeting

We work with your administrator to ensure that they are trained and ready to take over from us. We will give the Requirements and Design documentation to help them manage the instance. We will also create a road map to help you meet future business needs and achieve high end-user adoption and more efficient use of your CRM investment.

Note: Quick Start services are for initial deployments. We do not cover the functionality of customizable forecasting, complex workflows, data migration from multiple sources, contracts and entitlements, complex reports and dashboards. Quick Start assumes users have taken online training of Salesforce.com and there will be standard security roles and profiles.

Nonprofit Starter pack (NPSP) Implementation Service 1 week Plan

Pre Project
  • One-hour project kick-off call to plan & coordinate
Day 1/2
  • Business Process Review
  • Requirements Analysis
  • Design Quick Start
  • Setup Environments for Development and Testing
Day 3/4
  • Organization setting, Users, Profiles, Roles
  • Customize standard objects
  • Installing NPSP
  • Customize custom objects
Day 5/6
  • Customizing NPSP
  • Customize custom objects
Day 7/8
  • Data Upload & Verification
  • Review with client project Manager
  • Reports
  • Dashboards
  • Rapid Changes (minor adjustments)
Day 9/10
  • 2-4 hours system administrator transition
  • 2-4 hours user training
  • Go live and 1 day helpdesk support to end users

Deliverables

  • Business Process review
  • Configured Application, Reports and Dashboards with Data Uploads
  • Knowledge-transfer document (Requirements & Design)
  • User Training
  • Administration KT Session

Pricing

The fee for the 2 week Salesforce.com CRM QuickStart for Non Profits is US$ 5000

Contact us today to schedule a free one hour consultation to evaluate if Salesforce.com Quick start Deployment is recommended for your business. If you have a custom requirement write to us for a custom quote.