Our Services

Services We Offer

Salesforce Implementation

We are Experts in Implementing NonProfit Success Package & Grantmaking Solutions with a proven track record for building donor management and grantmaking solutions on the Salesforce platform.

By implementing and configuring Salesforce with certified Salesforce professionals, your organization will be able to:

• Perform complex migrations and strategic enhancements to your processes

• Set up dashboards and reports to better understand your business

• Track data in one place to provide a single source of truth

• Increase productivity

• Increase Partner collaboration

• Eliminate duplicate data entry

• Track grant stage duration to improve pipeline efficiency

• Reduce administrative cost

Managed Services

Managed services with ImagineCRM can help your organization leverage technology to achieve its goals while also reducing costs, improving efficiency, and enhancing your Salesforce instance.

Managed services offers several benefits, including:

• Expertise: Managed services provide access to a team of experts with specialized knowledge and experience in grantmaking. These experts can provide guidance, advice, and support to help your organization leverage technology to achieve its goals.

• Cost savings: Managed services can help reduce the cost of technology infrastructure by providing services on a monthly retainer. This can eliminate the need to hire full-time staff and reduce the cost of maintaining and managing your technology systems.

• Improved efficiency: By outsourcing your technology management to a consulting firm, you can focus on your core business activities while the consulting firm takes care of the technology infrastructure. This can help improve overall efficiency and productivity.

• Scalability: Managed services can be scaled up or down as needed to meet the changing needs of your business. This can help you adapt quickly to market changes and take advantage of new opportunities.

• Proactive maintenance: Managed services providers often proactively monitor and maintain your systems, identifying and resolving issues before they become major problems. This can reduce downtime and ensure that your technology systems are always running smoothly.

Impact Assessment and Health Check

We love making impact real. Saving your team, grantees and board members time is our key focus. One of the things we ask our peers is; “Is your Salesforce implementation driving the impact you envisioned?”

Our ImagineCRM’s Impact & Health Check Assessments help you measure and enhance your system’s performance.

Why an  Impact Assessment and Health Check?

• Measure Real Impact: We benchmark your current usage against your original goals to see if you’re achieving the intended outcomes, and come up with a plan to get you to where you want to be.

• Optimize Performance: We identify areas for improvement, ensuring your system is running smoothly and effectively. We’ll create a plan to help you get there.

• Future-Proof Your Investment: With regular health checks, keep your Salesforce platform aligned with your evolving business needs. We’ll also make recommendations of things that you could be taking advantage of which you’re not using.

What to Expect

Our comprehensive assessments cover:

• Goal Alignment: We’ll discuss and make a plan to ensure you are meeting the objectives you set out to achieve.
  

• Efficiency Checks: We will analyze workflows, automation, and user adoption to highlight quick wins, saving you time, resources, and look at ways to further automate.
  

• Strategic Recommendations: You’ll receive actionable insights to maximize your Salesforce ROI.
  

Why ImagineCRM?

As a trusted Salesforce partner, we bring years of expertise to ensure your platform isn’t just functioning but thriving. We’ve worked on over 300+ projects to date and we specialize in nonprofits and grantmaking organizations.

Our team of experts work across Salesforce platforms of every size and type and can quickly advise what could be helping your team get the best results, fast. 

Additional Services