Additional Services for Nonprofits

Flexible Solutions Beyond Implementation

Every nonprofit’s technology journey is unique, and we know your needs don’t stop at launch. That’s why we offer additional services that expand the power of your nonprofit management software. 

Our team provides the tools and expertise to keep your grant management CRM efficient and mission-ready. Whether it’s improving Salesforce grants management or making your data work harder for you, we deliver solutions that scale impact while keeping your organization agile.

Ignite Your Growth

We help you get more out of Salesforce. By conducting an in-depth audit of your current usage, we uncover under-utilized or under-performing areas of your CRM and provide actionable recommendations for improvement. 

From integrating new tools to scaling your nonprofit management software for growth, our Salesforce-certified consultants keep your ecosystem efficient, effective, and sustainable. With ongoing guidance from our small, expert team, your grant management CRM stays aligned with evolving organizational needs.

Maintenance & Enhancement

Our custom integration, the Candid Connector, makes syncing nonprofit Candid data with Salesforce simple and powerful. Built with nonprofits in mind, this tool saves your team valuable time while improving accuracy and enriching donor records.

The Candid Connector helps nonprofits manage donors and grant reporting with ease, keeping Salesforce grants management accurate and always up-to-date.

Candid Connector

What to Expect

  • Easy Installation

    Get up and running quickly with minimal technical lift. The Candid Connector is designed for nonprofits, so installation is smooth and stress-free.

  • Simple Configuration

    Customize settings to match your workflows without complex coding. Our intuitive setup ensures your team can manage the integration confidently.

  • Increased Accuracy

    Reduce errors and data duplication by syncing directly from Candid into Salesforce. Your donor and grant records stay clean, consistent, and reliable.

  • Account Enrichment

    Enhance your Salesforce database with richer Candid insights. Gain a deeper understanding of funders and prospects to strengthen relationships and drive results.

Additional Services FAQs

  • We provide ongoing maintenance, enhancements, and integrations so your Salesforce system grows with you.

  • The Candid Connector is our custom integration that syncs Candid data with Salesforce. It saves time, reduces manual entry, and enriches donor and grant records with accurate, up-to-date information.

  • Yes. Our team specializes in tailoring Salesforce for nonprofits, including custom objects, workflows, and automations that align with your organization’s mission and processes

  • We configure tools to track grant stages, reporting deadlines, and funding pipelines, and can add integrations like the Candid Connector to simplify reporting and compliance.

  • Absolutely. We provide long-term support options, including managed services, to ensure your CRM remains efficient, scalable, and mission-ready.

Ready to Strengthen Your Salesforce System?

From optimizing underperforming areas to enriching your CRM with external data, we help you adapt, grow, and thrive. Let’s build a Salesforce system that continues to support your mission long after launch.

Unlock More Possibilities