Tree background

CRM Consulting for Nonprofits

Expert Salesforce implementation and strategic technology guidance. Deloitte background provides insight into enterprise-level technology strategy.

Salesforce NPSP Implementation

Expert setup and configuration of Salesforce Nonprofit Success Pack for donor management, fundraising optimization, and program tracking.

• NPSP setup and configuration

• Donor management and fundraising optimization

• Program and case management

• Supported 20+ nonprofits on Salesforce NPSP

Strategic Technology Planning

Technology assessment and roadmap development with enterprise-level solutioning experience from Deloitte.

• Technology assessment and recommendations

• Budget planning and ROI analysis

• Enterprise-level solutioning for nonprofit needs

• RFP response experience ensures comprehensive planning

Donor Management Optimization

Fundraising system design and implementation with donor engagement and retention strategies.

• Fundraising system design and implementation

• Donor engagement and retention strategies

• Reporting and analytics for better decision-making

• Custom workflows for your specific needs

Technology Strategy & RFPs

Technology strategy development and vendor selection with RFP response support and technology procurement guidance.

• Technology strategy development and vendor selection

• RFP response support and technology procurement guidance

• Enterprise-level solutioning for nonprofit technology needs

• Stakeholder alignment and change management

My Experience

20+
Nonprofits Supported on Salesforce NPSP
$5M+
Technology Investment Managed
95%
Client Satisfaction Rate

Ready to Transform Your Technology Strategy?

Let's discuss how strategic CRM implementation can help your nonprofit achieve greater impact and efficiency.

Learn More About My Approach