Salesforce Non Profit Quickstart

Salesforce Non-Profit Cloud Quickstart

Quickstart Your Nonprofit with Salesforce in Just One Week!

Salesforce Non-Profit Cloud Quickstart is the fastest and most efficient way for Non-Profit Organizations (NPOs) to get started with the Non-Profit Success Pack (NPSP) from Salesforce.org. Whether you are looking to manage donor relationships, track fundraising campaigns, or streamline volunteer coordination, our Quickstart package ensures that your organization is fully operational on Salesforce within just one week.

Our team of experienced Salesforce consultants, with deep expertise in Non-Profit Salesforce Implementations, will work closely with your team to configure the NPSP so that you can maximize its benefits in a short period.

By leveraging our Non-Profit Quickstart, your organization can take advantage of essential Salesforce features, including donor and grant management, volunteer tracking, automated reporting, and outreach tools, all customized to fit the unique needs of non-profits.

With this accelerated deployment, we help your organization reduce implementation time and costs, allowing you to focus on what matters most your mission and impact.

Why Choose Our Salesforce Non-Profit Quickstart?

Fast Deployment – Get started within two weeks.
Expert Guidance – Work with experienced Salesforce Non-Profit consultants.
Customized for Non-Profits – Tailored setup using the Non-Profit Success Pack (NPSP).
Cost-Effective – Affordable implementation to help non-profits succeed.
Maximizing Features – Ensure your organization utilizes the full potential of NPSP for donor and volunteer management.

Salesforce Edition

The one-week Non-Profit Quickstart for Salesforce is specifically designed for non-profit organizations using Salesforce “Lightning Enterprise Edition with the Non-Profit Success Pack (NPSP).”

With this quick and structured implementation, we help non-profits streamline their operations, enhance donor relationships, manage fundraising efforts, and optimize volunteer engagement all within a short timeframe. Our Salesforce-certified consultants ensure that your organization is set up efficiently, leveraging the full power of Salesforce NPSP to drive mission success.

By choosing our Salesforce Non-Profit Quickstart, your organization benefits from:

Fast and efficient setup to get your CRM running within a week.
Seamless integration of NPSP features for donor and volunteer management.
Hands-on support and training to empower your team.
A structured approach to ensure high adoption and long-term success.

Non-Profit Quick Start Scope of Work

The Non-Profit Starter Pack Quickstart for Salesforce has the following scope (with a limit of 2 person weeks of consulting):

Category	Details
Constituent Tracking	Tracking Donors, Volunteers, Partners, Media Partners Contacts / Constituent Information
Fundraising	Fundraise – Individual Donations, Major Gifts, In-Kind Gifts, Pledges, Recurring Donations, Grants Donor Management Grants Management Volunteer Management Events Management
Program Management	Programs Case Management Activity Management Reports and Dashboards
Outreach / Marketing Communication	Campaigns Events Attendees Email Marketing
Analytics	Custom Reports (10) Custom Dashboards (1)
Setup	Workflow Rules (5) Assignment Rules (2) Approval Process (2) Security Roles and Profiles
Data Migration	Data Migration
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. Our team provides hands-on guidance, empowering your administrator with the knowledge and skills required to manage and optimize your Salesforce instance efficiently. Through interactive sessions, we address key functionalities, best practices, and troubleshooting techniques to ensure they can confidently handle system administration.

We will give the Requirements and Design documentation to help them manage the instance. This comprehensive documentation will serve as a reference guide, outlining system configurations, workflows, security settings, and data management protocols. It will also include best practices for maintaining data integrity, managing user roles, and optimizing system performance.

Additionally, we will create a roadmap to help you meet future business needs and achieve high end-user adoption. This roadmap will outline strategic recommendations for scaling your Salesforce environment, integrating advanced features, and enhancing automation to align with evolving business goals. By following this roadmap, your organization can drive long-term CRM success, improve user engagement, and maximize the return on your investment in Salesforce.

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 and there will be standard security roles and profiles.

Nonprofit Starter Pack (NPSP) Implementation Service – 2 Weeks Plan

Our Nonprofit Starter Pack (NPSP) Quick Start Implementation is designed to help nonprofit organizations rapidly adopt and configure Salesforce NPSP within just two weeks. With our structured approach, your nonprofit can start leveraging the power of Salesforce.org’s Nonprofit Cloud to manage donors, constituents, grants, and fundraising campaigns effectively.

Our experienced Salesforce consultants have deep expertise in nonprofit implementations and will ensure that your organization maximizes the benefits of Salesforce NPSP in a short time.

Salesforce NPSP Quick Start Plan

Our 1 Week NPSP Quick Start includes the following day wise execution plan:

Phase	Tasks
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 settings, 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 the 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 for Salesforce Nonprofit Quick Start Implementation

Our Salesforce NPSP Quick Start Implementation is designed to ensure a smooth and efficient deployment of Salesforce for nonprofit organizations. Below are the key deliverables included in the one-week implementation plan:

Business Process Review

Understanding your nonprofit’s key operations – fundraising, donor management, volunteer coordination, and grant tracking.
Mapping your workflows to Salesforce NPSP for efficient donor and program management.
Identifying gaps and areas where Salesforce can optimize your operations.

Configured Applications, Reports, and Dashboards with Data Uploads

Salesforce Nonprofit Starter Pack (NPSP) setup and configuration.
Customization of standard and custom objects for donor management, fundraising, and engagement tracking.
Creation of key reports for donation tracking, fundraising campaigns, and volunteer engagement.
Building dashboards with real-time data insights for nonprofit performance monitoring.
Data migration – importing leads, accounts, contacts, and donations from a single Excel/CSV file.

Knowledge – Transfer Document (Requirements & Design)

Detailed Requirements and Design document for future reference.
Documentation of configured workflows, customizations, and key settings.
Best practices and recommendations for maintaining and scaling Salesforce NPSP.

User Training

2 hour live training session for nonprofit staff to ensure smooth adoption.
Hands-on guidance on key Salesforce NPSP functionalities like donor tracking, campaign management, and reporting.
A Q&A session will be held to address any queries from users.

Administration KT (Knowledge Transfer) Session

2 hour administrator training session to equip your internal Salesforce admin.
Guidance on user management, security settings, and data maintenance.
Tips on future customization, automation, and report creation.