Design the operating model
Map relationships, records, workflows, access, and reporting requirements before configuration begins.
Implementation · optimization · connected reporting
Make your CRM fit the work—and connect the reporting around it.
We implement, improve, and connect CRM and donor systems across platforms. Our experience includes deep nonprofit Salesforce work alongside other CRM and fundraising environments. The right approach starts with your people, processes, and reporting needs.
Talk through your projectFor development, program, operations, and technology teams
Does this sound familiar?
A useful place to start.
- Your team relies on spreadsheets outside the CRM to finish its work.
- You need to improve your current platform, connect systems, or plan a migration.
- Donor, program, and finance reports disagree—or take too much manual reconciliation.
What we deliver
From the question to the working system.
Implement or improve the platform
Configure records and workflows, clean or migrate data, build appropriate automations, and test with users. Salesforce is a particular area of depth within our broader CRM practice.
Connect the reporting layer
Integrate CRM, fundraising, program, and finance sources. Build reports and dashboards around agreed definitions using the tools that fit your environment.
Equip the team
Provide staff training, process documentation, administration support, and a practical plan for continued improvement.
What you leave with
A configured CRM, documented integrations and workflows, tested reports, and a team prepared to use them. Each engagement defines the specific deliverables and acceptance criteria.
The CRM is part of the reporting system.
Requirements for board, donor, program, and finance reporting belong in the design from the start.
- 01Donor & program sources
- 02CRM records & workflows
- 03Connected data platform
- 04Reports & dashboards
Relevant work
See the approach in practice.
Nonprofit · Salesforce & reporting
Corner to Corner
Salesforce workflows, connected program data, Power BI dashboards, and staff training—delivered as one connected engagement.
Implementation delivered · ongoing support
See the workNonprofit · Salesforce & integration
Arizona Educational Foundation
Salesforce configuration, a completed legacy migration, and a connection to Microsoft Fabric establish the reporting foundation.
Delivered milestones · ongoing implementation
See the workBefore we begin
Useful questions.
Which CRM and donor systems have you worked with?
Our work spans multiple CRM and donor environments. Examples include Salesforce implementation and optimization, an EveryAction transition for Corner to Corner, and a Bloomerang migration for Arizona Educational Foundation. The role of each system differs by engagement.
Can we stay on our current platform?
Yes. We can improve data quality, workflows, integrations, and reporting around an existing system. We assess whether to optimize, connect, or replace it based on your needs.
Does this include Salesforce expertise?
Yes. We have deep experience with nonprofit Salesforce implementation, optimization, staff adoption, and its integration into reporting. That expertise sits within a broader CRM and donor-systems practice.
Does reporting belong in the CRM project?
Yes. We define the reporting questions at the start and connect the CRM to the program, fundraising, finance, and other information needed to answer them.
A useful first conversation
Let’s talk about CRM & Donor Systems.
Bring the systems, reporting questions, and constraints you already know.