Salesforce NPSP Package for Nonprofits
Keep track of your donors, revenue, volunteers and community in one place. CRM Growth Strategy has the perfect package to help you implement Salesforce Nonprofit Success Pack for your Organization!
Not sure which CRM to choose for your business? Take our Quiz and find out. |
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Not sure which CRM to choose for your business? Take our Quiz and find out.
You need Salesforce NPSP consultancy if you...
If so, you need to customize your CRM. Once implemented, you'll be able to "see" your process and make strategic business decisions.
Steps to greater visibility
Our proven CRM Playbook™ will get your teams and business processes on the same page.
Audit
Complete the questionnaire so we can discuss your unique situation.
Implement
Connect and configure your CRM solution to your business processes.
Managed Services
Increase your visibility, leads, and make more sales.
Great support for Salesforce data migration & customizations
We'd been looking for someone to support a migration to SalesForce for a long time and Lidiane Mocko at CRM Growth Strategy was a perfect fit. She streamlined the process, supported our staff to implement and helped identify critical customizations to make the system work best for our nonprofit. She's also continued supporting us over time, helping us automate some other online processes. Lidi is solution-oriented, dedicated to us as a client and a supporter of our mission.
Kent MacLennan
Colorado
Your CRM Strategy Partner
Our technical background and business experience lead to a unique strategic expertise that enables us to help growing US non-profits like yours set up their Salesforce CRM in a strategic way that aligns with operations and increases efficiencies - saving time and money.
We have deep expertise working with non-profits for 8+ years and understand the unique challenges that non-profits face and their specific fundraising needs.
You get a tailored service, not just out of the box – which means we listen to you, understand your needs and then work together to create the system that’s best for your organization.
At CRM Growth Strategy, we empower businesses to grow using our proven CRM Playbook™.
Our process will help you gain certainty and visibility into your sales cycle, so leads stop falling through the cracks, and you make more sales.
Your CRM Coach
As the owner of a small but growing business, you’ve likely had sales opportunities fall through the cracks because you lack visibility into your sales pipeline.
You need a better system to manage your sales process but don’t have the time or resources to manage and maintain a CRM, which is frustrating.
Hi. I’m Lidiane Mocko. At the Small Business CRM Coach, we empower businesses to grow using our proven Small Business CRM Playbook™.
Our process will help you gain certainty and visibility into your sales cycle, so leads stop falling through the cracks, and you make more sales.
When your CRM works you can keep your community engaged
A CRM provides visibility into your sales pipeline so you know who to follow up with and when.
Waste Less Time
More time following up, less time finding data
Better Strategic Decisions
Cultivate your relationship with your stakeholders
Make More Sales
Maintain touchpoints and relationships with clients
Commonly asked Salesforce NPSP questions
Because Salesforce offers a free instance of their platform for nonprofits for up to 10 users. It is a powerful platform with a lot of options for customization. The Nonprofit Success Pack that comes with it is customized to handle a lot of business processes that are common for nonprofit organizations. It also includes a volunteer management module.
Our process is broken into three phases: Design, Develop and Deliver. You can find out more about what happens in each phase in this link.
It depends on the size of the business and the goals of the organization. If the goal of the project is focused on the sales pipeline, we can work on it over a 3 month period. If you want to incorporate other areas of the organization and other business processes beyond sales, then it will most likely take more time to implement the system.
First you need to schedule a call to discuss scope of work, schedule and budget. We will send you a proposal. Once your down payment is received, we can host our kickoff meeting.
We are a good fit to work together if you know that you need a CRM and your time is more valuable moving your business forward than figuring out the technical details of how to configure the CRM for your organization. I take an educational approach in my process, helping you and your team to learn the system during our work together.
