Further Your Mission on Salesforce

Salesforce Nonprofit Cloud helps nonprofits manage donors and programs more effectively by centralizing fundraising, communications, and program data in one connected system.

Soliant Consulting works with nonprofits to configure Salesforce Nonprofit Cloud so every team‚ from Development to Programs‚ works from the same data and can see the full picture.

• Track donations, pledges, events, and campaigns in a system tied directly to people and organizations.
• Automate personalized thank-you communications and stewardship activities based on donor behavior and giving history.
• Use reports and dashboards to understand campaign performance, donor trends, and program impact.
• Give board members and leadership clear visibility into fundraising pipelines and program outcomes.

When everything lives in one place, your team works with confidence‚ and your leadership leads with clarity.

For most growing nonprofits, a purpose-built CRM like Salesforce outperforms Excel by centralizing constituent data, reducing manual work, and providing the reporting accuracy that boards, grantmakers, and major donors expect.

Soliant Consulting works with many organizations that start this conversation from spreadsheets‚ and the pain points tend to look the same.

Common pain points with Excel and basic tools:

• It’s hard to get a single view of donors, volunteers, and program participants.
• Duplicate and inconsistent records across teams prevent teams from having a clear picture of how their organization is interacting with constituents.
• Reporting for boards and funders is slow, manual, and error-prone.

What a purpose-built nonprofit CRM provides:

• Constituent, development, and program data in one centralized system.
• Built-in fundraising, campaigns, and engagement tracking workflows.
• Role-based access, security, and auditability that meets grant and compliance requirements.

When it’s time to make the move:

• Staff have built dozens of separate spreadsheets and can no longer trust a single source of truth.
• Leadership can’t easily answer basic questions like “Who are our top donors by program?”
• Manual processes are blocking growth in fundraising, programs, or volunteer management.

Recognizing these signs early‚ and acting on them‚ is what separates organizations that scale from those that stall.

Salesforce Nonprofit Success Pack (NPSP) is a managed package built on top of standard Salesforce that adds nonprofit-specific features including a Household Account model, soft credits, recurring donations, and fundraising tools not available in standard Salesforce.

Salesforce Nonprofit Success Pack (NPSP) is one of the most widely adopted nonprofit CRM configurations available‚ and Soliant Consulting has extensive experience implementing and customizing it for mission-driven organizations.

What Salesforce Nonprofit Success Pack (NPSP) is:

• A managed package that adds nonprofit-specific data structures and functionality on top of the core Salesforce platform.
• Designed primarily for fundraising, relationship management, and household giving.

Key nonprofit features Salesforce Nonprofit Success Pack (NPSP) adds:

• A Household Account model for individuals and families, plus soft credits and affiliations.
• Donation and opportunity enhancements, recurring donations, gift entry, and payment tracking.
• Basic program and engagement tracking through additional managed packages like Program Management Module and Volunteers for Salesforce.

Why nonprofits choose Salesforce Nonprofit Success Pack (NPSP):

• It has a mature ecosystem, strong community support, and a wealth of shared best practices.
• License costs are lower, and the architecture is simpler compared to Salesforce Nonprofit Cloud.
• Other managed packages can expand NPSP functionality to other nonprofit domains, such as the Program Management Module and Volunteers for Salesforce.

For many organizations, Salesforce Nonprofit Success Pack (NPSP) is a well-supported, practical starting point.

Salesforce Nonprofit Cloud is a newer Industry Cloud product with its own data model and architecture‚ built separately from Salesforce Nonprofit Success Pack (NPSP)‚ and designed for enterprise nonprofits with more complex fundraising, program delivery, and service management needs.

Understanding the difference between Salesforce Nonprofit Cloud and Salesforce Nonprofit Success Pack (NPSP) is one of the most important early decisions in any nonprofit’s Salesforce journey. Soliant Consulting helps organizations evaluate which path fits their mission and capacity.

What Salesforce Nonprofit Cloud is:

• A newer Industry Cloud product with its own data model and architecture designed for nonprofits.
  • Built around standard Salesforce objects and powerful back-end tools, such as OmniStudio and Data Processing Engine, rather than Salesforce Nonprofit Success Pack (NPSP)’s custom objects and Apex code.

Architectural differences vs. Salesforce Nonprofit Success Pack (NPSP):

• Salesforce Nonprofit Success Pack (NPSP) is layered on top of Sales Cloud using the Household Account model, a comparatively simple data architecture compared with Nonprofit Cloud.
• Salesforce Nonprofit Cloud uses Person Accounts to track individuals, common Industry Cloud components, and nonprofit-specific objects, resulting in a significantly more complex data architecture compared with NPSP.
• The two platforms take fundamentally different approaches to fundraising, programs, and outcome tracking.

Implications for nonprofits:

• Salesforce Nonprofit Cloud can support more complex, scalable program and service delivery models and can process complex business logic, pull and synthesize data from disparate systems, and build highly customized, pixel-perfect user interfaces.
• Salesforce Nonprofit Cloud requires more advanced Salesforce skills and a full reimplementation‚ there is no one-click upgrade path from Salesforce Nonprofit Success Pack (NPSP).
• Salesforce Nonprofit Cloud has a steeper learning curve for end users who may struggle to understand its more complex data model.
• Salesforce Nonprofit Cloud licensing and implementation costs are typically higher.

Choosing between Salesforce Nonprofit Success Pack (NPSP) and Salesforce Nonprofit Cloud depends on your organization’s mission complexity, internal capacity, and budget‚ and it’s one of the most consequential early decisions in any Salesforce project.

Soliant Consulting helps nonprofits regularly work through this decision. The right choice depends on where your organization is today and where it needs to go.

When Salesforce Nonprofit Success Pack (NPSP) is usually the better fit:

• Your primary focus is fundraising, basic engagement, and communications.
  • You have limited internal Salesforce expertise and smaller budgets.
  • You want access to the broadest possible ecosystem of apps and community resources.
  • You need to integrate with AppExchange Apps that do not support the Person Account model

When Salesforce Nonprofit Cloud makes more sense:

• You have significant investment in program delivery, case management, and outcome tracking.
  • Your organization has a mature and sophisticated fundraising model that has clearly defined processes for donor research, moves management, and other activities
  • Your organization follows processes with complex business logic that needs frequent revision and updates
• Your organization has a complicated tech stack involving data stored in multiple systems that need to be accessed by your teams
• You have the capacity to work with an experienced partner and manage a more complicated architecture.

Decision criteria to evaluate:

• Budget: licenses, implementation, and ongoing admin and consulting support.
  • Complexity of your fundraising, programs, reporting, and compliance requirements.
  • Internal capacity for governance, administration, and ongoing enhancement.

This is a decision worth working through carefully‚ and one Soliant Consulting helps clients navigate regularly.

Salesforce can be affordable for nonprofits, but the true cost extends well beyond licenses and must include implementation, data migration, integrations, and ongoing admin and training support.

Soliant Consulting helps nonprofits build a realistic budget picture from the start‚ so there are no surprises after the project begins.

Understanding the true cost:

• The “free” Power of Us licenses cover only the first 10 users on Enterprise edition; additional licenses add up quickly and do not apply to Unlimited edition.
  • Implementation, data migration, and integrations can easily match or exceed license costs.
  • Ongoing admin, consulting support, and training need to be budgeted from the very beginning.

Comparing Salesforce Nonprofit Success Pack (NPSP) vs. Salesforce Nonprofit Cloud pricing:

• Salesforce Nonprofit Success Pack (NPSP) license costs are lower, with simpler entry-level commitments.
  • Salesforce Nonprofit Success Pack (NPSP) will receive the standard Salesforce updates, but Salesforce will not provide any future NPSP-specific updates.
• • Salesforce Nonprofit Cloud licenses and minimums are higher, but complex business logic, aggregation, and integrations with complex tech stacks can be implemented more quickly and easily
  .
  • Salesforce is actively supporting and continuing to roll out new features for Nonprofit Cloud.

How to control and justify cost:

• Start with a clear, prioritized roadmap to keep scope in check.
  • Phase implementation to deliver quick wins that demonstrate value early.
  • Track ROI through efficiency gains, revenue growth, and better reporting to funders.

With the right plan and the right partner, Salesforce can deliver strong, lasting value for a nonprofit’s investment.

The most common Salesforce implementation challenges nonprofits face are poor incoming data quality, low staff adoption, and fragile integrations with existing tools‚ all of which can be avoided or overcome with the right preparation and a partner like Soliant Consulting.

These challenges come up in nearly every implementation Soliant Consulting works on‚ planning for them early makes a significant difference.

Data-related challenges:

• Duplicate, incomplete, and inconsistent donor and constituent records coming in from multiple sources.
• Complex data imports from legacy systems, spreadsheets, and event platforms.
• Lack of ongoing data governance, which leads to declining trust in reports over time.

Process and adoption challenges:

• Overreliance on spreadsheets and email instead of standardizing on the CRM.
• Staff not involved early enough in the design process, resulting in workflows that don’t reflect how work actually gets done.
• Inadequate training and change management, especially for non-technical staff.

Technical and integration challenges:

• Fragile integrations with online giving tools, event platforms, accounting systems, and marketing tools.
• Underestimating the complexity of Salesforce Nonprofit Cloud compared to Salesforce Nonprofit Success Pack (NPSP) architecture.
• Choosing a partner without deep nonprofit domain experience.

None of these are insurmountable. But they’re much easier to navigate when you plan for them from the start.

Nonprofits preparing for a Salesforce implementation should start by clarifying goals and success metrics, mapping core processes, and assembling a cross-functional project team before selecting a partner.

Strong preparation is one of the biggest predictors of a successful outcome. Soliant Consulting guides nonprofits through this groundwork before the build begins.

Internal preparation:

• Clarify your goals and success metrics‚ donor retention, recurring giving growth, program outcomes, and similar measures.
• Map your core processes: fundraising, outreach, programs, and volunteer management.
• Identify your data sources and owners, and determine what to migrate versus archive. Don’t migrate data that you can’t explicitly justify needing.

Stakeholder and governance setup:

• Assemble a cross-functional project team spanning development, programs, and IT.
• Define decision-making processes, data governance standards, and how change requests will be handled going forward.

Partner and scope:

• Shortlist partners with demonstrated nonprofit and Salesforce specialization.
• Define a phased scope with realistic timelines and clear responsibilities on both sides.

Starting on solid footing makes everything that follows go more smoothly‚ and keeps the project on track when challenges arise.

A good Salesforce implementation roadmap for nonprofits moves through four stages: discovery, design, build and test, and a phased launch‚ with post-launch support built into the plan from day one.

Soliant Consulting structures every nonprofit Salesforce engagement around this kind of phased approach‚ balancing ambition with realism.

Early phases:

• Discovery: requirements gathering, pain point identification, stakeholder interviews, and a thorough review of current systems.
• Design: data model, process flows, integrations, and security‚ all aligned to your stated goals.

Build and test:

• Configure objects, fields, automations, page layouts, and the overall user experience.
• Set up integrations for donations, email, events, and finance, and begin migrating your data.
• Conduct thorough user testing using real scenarios from your fundraising and program teams.

Launch and beyond:

• Staged rollout with targeted, role-specific training.
• Post-launch support, backlog management, and continuous improvement cycles.

A good roadmap isn’t a straight line. It’s a living plan that evolves right alongside your organization.

Safe data migration into Salesforce requires a full audit of existing records, careful field mapping to Salesforce objects, a pilot migration in a sandbox environment, and a clear cutover and governance plan.

Data migration is one of the highest-stakes phases of any Salesforce project. Soliant Consulting treats it as a structured, phased process‚ not an afterthought. Data assessment and cleaning:

• Inventory all current systems and spreadsheets that hold constituent data.
• Deduplicate records; standardize formats‚ addresses, salutations, and codes; and remove obsolete data.

Data mapping and tooling:

• Map fields from legacy systems to Salesforce Nonprofit Success Pack (NPSP) or Salesforce Nonprofit Cloud objects like Accounts, Contacts, and Opportunities.
• Use Salesforce nonprofit data import tools and templates where appropriate.

Migration strategy:

• Start with a pilot migration into a sandbox environment to validate mapping and data quality.
• Plan for cutover windows, frozen periods, and contingency steps.
• Establish ongoing data governance standards once the migration is complete.

A careful, phased approach here makes a real difference‚ and earns your team’s trust in the new system from day one.

Tracking households, soft credits, and recurring donations in Salesforce Nonprofit Success Pack (NPSP) requires configuring the Household Account model, establishing clear soft credit rules, and ensuring payment processor integrations sync reliably.

These are three areas where Salesforce Nonprofit Success Pack (NPSP)’s nonprofit-specific capabilities shine ‚but they require thoughtful configuration to work well. Soliant Consulting builds these foundations carefully in every Salesforce Nonprofit Success Pack (NPSP) engagement.

Households and contacts:

• Use the Household Account model as the default approach for individual donors.
• Relate contacts to organizations or agencies through affiliations when appropriate.

Soft credits and recognition:

• Use Salesforce Nonprofit Success Pack (NPSP)’s soft credit functionality for influencers, matching gifts, and tribute donors.
• Define clear, consistent rules for who receives soft credit and how reports summarize it.

Recurring donations:

• Leverage Enhanced Recurring Donations for flexible gift schedules and adjustments.
• Ensure that payment processors and integrations are configured to reliably sync recurring gifts.

Getting these foundations right pays dividends downstream ‚in reporting, stewardship, and compliance.

Yes, when properly configured, Salesforce can manage the full nonprofit fundraising lifecycle, from online donations and events to grants and major gifts, in a single connected system.

Soliant Consulting configures Salesforce to support the complete development operation‚ not just one part of it.

Online donations and campaigns:

• Integrate Salesforce with your online donation forms and payment processors so gifts appear on donor records in real time.
• Use campaigns to track appeal performance, source codes, and ROI.

Events and peer-to-peer fundraising:

• Track registrations, ticketing, and event participation linked directly to contact records.
• Integrate with event platforms where needed and map key data back into the CRM.

Grants and major gifts:

• Use opportunity stages and custom fields to manage proposal pipelines and funder reporting.
• Track relationships, touchpoints, and stewardship plans for major donors.

Having everything in one system means your team always has the full picture ‚and so does your leadership when they need it.

Salesforce manages nonprofit programs, services, and outcomes by representing enrollments, service delivery, and impact metrics as structured data, giving program staff and leadership visibility into both outputs delivered and results achieved.

Fundraising is only part of the story. Soliant Consulting helps nonprofits extend Salesforce beyond the development team to serve as the operational hub for programs and services.

Program and case tracking:

• Represent programs, services, or classes as specific objects with clear relationships to participants.
• Use case management or program modules to track enrollments, sessions, and services delivered.

Outcome and impact measurement:

• Define outcome metrics ‚graduation rates, housing stability, employment ‚and the fields to track them consistently.

Operational alignment:

• Involve program staff in the design process so workflows reflect actual intake, assessment, and follow-up steps.

When programs are built with the people who run them in mind, adoption is higher, and the data you collect is far more useful.

Salesforce enables nonprofits to manage volunteers in the same system as donors, creating a complete picture of each supporter’s giving, time, and engagement.

Volunteers are often some of your most engaged supporters. Soliant Consulting helps nonprofits configure Salesforce so volunteer management is fully connected to fundraising and program data.

Core volunteer data:

• Store volunteer profiles, skills, interests, and availability linked directly to Contact records.
• Track volunteer roles, shifts, and hours worked.

Volunteer workflows:

• Use sign-up forms or portals so volunteers can choose shifts and update their availability.
• Automate confirmations, reminders, and thank-you communications.

Linking to fundraising and programs:

• Connect volunteer records to donations, campaigns, and programs for a full view of each supporter’s engagement.

When volunteers, donors, and program participants all live in the same system, you get a much fuller picture of your community ‚and can steward it accordingly.

The best Salesforce partner for nonprofits combines proven nonprofit domain expertise, relevant certifications across Salesforce Nonprofit Cloud and Salesforce Nonprofit Success Pack (NPSP), and a long-term support commitment that extends well beyond go-live.

Soliant Consulting is an experienced Salesforce partner for nonprofit organizations ‚with a track record in fundraising, program management, data migration, and integrations specific to the sector.

Nonprofit domain expertise:

• Proven experience with fundraising, grants, programs, and volunteer management‚ not just generic CRM implementation.
• References or case studies from organizations with similar mission areas or sizes.

Salesforce and architecture skills:

• Certifications in Salesforce Nonprofit Cloud, Salesforce Nonprofit Success Pack (NPSP), and relevant clouds like Sales, Service, and Experience.
• Experience with data migration, integrations, and nonprofit-specific reporting.

Working style:

• A collaborative discovery process with clear documentation and genuine knowledge transfer to your team.
• A long-term support model, not a “go live and disappear” approach.

The right partner becomes a trusted extension of your team, invested in your mission for the long haul ‚not just the launch.

Boosting Salesforce adoption among non-technical staff starts with role-based configuration that simplifies each person’s experience‚ supported by targeted training and a feedback loop that drives continuous improvement.

Soliant Consulting designs for adoption from the start ‚treating it as a configuration and change management challenge, not an afterthought.

Design for simplicity:

• Minimize clicks and fields on core page layouts, showing each role only what they need to do their job.
• Use consistent naming, picklists, and help text written in your organization’s language.

Training and change management:

• Provide role-specific training for fundraisers, program staff, volunteers, and leadership.
• Offer quick-reference guides, short videos, and accessible support.

Reinforcing adoption:

• Align reporting and performance reviews with Salesforce data ‚not spreadsheets.
• Monitor usage metrics and gather regular feedback to drive ongoing improvements.

When staff see that Salesforce makes their work easier and their contributions visible, adoption follows naturally.

Salesforce replaces disconnected spreadsheets and point tools with a single, integrated platform where donor, volunteer, client, and program data live together‚ accessible across your entire organization.

Soliant Consulting helps nonprofits and businesses make this transition in a structured, phased way that minimizes disruption and delivers value quickly.

Centralized single source of truth:

• Stores donors, volunteers, clients, and program data in one system instead of across dozens of spreadsheets and point tools.
• Reduces duplicate records and conflicting information across departments.

Integrated systems instead of silos:

• Connects online giving, events, email marketing, accounting, and program systems directly into Salesforce.
• Uses integrations and APIs so staff doesn’t have to re-enter the same data in multiple tools.

Better reporting and decision-making:

• Real-time dashboards surface giving, pipeline, program metrics, and outcomes in one view.
• Board and leadership reports can be generated in minutes, not days.

When your data works together, so does your team.

Salesforce reduces manual work by automating repetitive tasks like acknowledgment emails, reminders, and case routing ‚freeing staff to focus on relationships and mission delivery.

Soliant Consulting identifies where your team is losing the most time and configures Salesforce to address those pain points directly.

Automation of repetitive tasks:

• Automates acknowledgments, receipts, and follow-up emails after donations or event registrations.
• Sets reminders for gift officer tasks, grant deadlines, and stewardship activities automatically.

Streamlined data entry:

• Uses pre-built forms, validation rules, and guided flows to standardize the data entry process.
• Reduces errors and rework caused by inconsistent formats and manual handling.

Simplified workflows:

• Configurable workflows route requests, approvals, and cases to the right person at the right time.
• Shortens the time it takes to complete common processes like new donor setup, client intake, or service enrollment.

Less time on admin means more time on the work that moves your mission forward.

Salesforce improves fundraising and donor relationships by consolidating each donor’s giving history, event attendance, and communications on a single record‚ giving development teams the full context they need for every interaction.

Soliant Consulting configures Salesforce to support the complete donor relationship lifecycle, from first gift to major donor stewardship.

360-degree donor profiles:

• Consolidates giving history, event attendance, volunteer activity, and communications on a single record.
• Gives gift officers and development staff full context before every interaction.

Smarter, more personalized outreach:

• Segments donors by giving level, interests, geography, or engagement to target communications more effectively.
• Uses analytics and AI to suggest next-best actions, major-gift prospects, or optimal ask amounts.

End-to-end fundraising lifecycle:

• Supports online giving, recurring donations, peer-to-peer campaigns, events, grants, and major gifts in one system.
• Tracks campaign performance and ROI so you can focus energy on what works.

When your team has the right information at the right time, every donor conversation is a better one.

Salesforce tracks nonprofit programs, services, and outcomes by managing enrollments, service delivery, and impact metrics in the same platform as fundraising data ‚connecting mission delivery to donor engagement in one system.

Soliant Consulting extends Salesforce beyond the development office so program teams have the same quality of data and reporting as fundraising teams.

Program and service management:

• Manages enrollments, service delivery, and cases for clients or program participants.
• Records attendance, sessions, and outcomes tied directly to each individual and program.

Outcome and impact reporting:

• Captures both outputs ‚meals served, classes completed ‚and outcomes like housing stability or job placement.
• Builds dashboards for funders and leadership that clearly demonstrate impact over time.

Cross-department collaboration:

• Allows fundraising, programs, operations, and communications to work from the same underlying data.
• Reduces misalignment and conflicting stories about program performance.

When the whole organization works from one system, you tell a more coherent, credible story ‚to funders, boards, and the communities you serve.

Salesforce improves data quality and reporting through required fields, validation rules, deduplication tools, and self-service dashboards that give teams accurate, real-time information they can trust.

Soliant Consulting builds data governance and reporting strategy into every Salesforce implementation ‚not as an add-on, but as a foundation.

Strong data foundations:

• Enforces consistent formats and required fields to reduce incomplete or messy records.
• Deduplication and data management tools keep constituent data clean as the system grows.

Reliable, self-service reporting:

• Lets staff build and save their own reports and dashboards without exporting to Excel.
• Provides real-time views of KPIs like donor retention, acquisition, program capacity, and pipeline.

Compliance and transparency:

• Captures the structured data needed for grant reports, audits, and compliance requirements.
• Makes it easier to prove outcomes and build credibility with institutional funders.

Clean data and strong reporting aren’t just operational wins ‚they’re how you make the case for your mission.

Salesforce centralizes online donations, event management, and recurring gift tracking in one system ‚so every transaction and touchpoint is connected to the donor record and nothing falls through the cracks.

Soliant Consulting configures Salesforce to integrate with your existing giving platforms, event tools, and payment processors so the full giving picture is always in one place.

Online giving and payments:

• Integrates donation forms and payment gateways directly into the CRM so gifts appear instantly on donor records.
• Supports multiple payment methods and currencies for diverse supporter bases.

Recurring donations:

• Manages recurring gift schedules, amounts, and payment status from a central location.
• Automates renewals, failed payment follow-ups, and credit card update requests.

Event and campaign management:

• Tracks registrations, attendance, sponsorships, and revenue for events and peer-to-peer campaigns.
• Links events and campaigns back to each donor’s full engagement history.

When your giving channels are connected, you get a complete picture of every supporter‚ and the ability to steward them thoughtfully.

Salesforce manages volunteers in the same system as donors and clients, giving nonprofits a unified view of every supporter’s giving, time, and engagement.

Soliant Consulting builds volunteer management into the broader Salesforce configuration so it’s fully connected to fundraising and program data ‚not managed as a separate system.

Unified volunteer profiles:

• Stores volunteer skills, interests, availability, and history in the same system as donor records.
  • Captures the combined impact of a supporter’s time, talent, and treasure.

Volunteer scheduling and communication:

• Manages volunteer roles, shifts, and hours, with the ability to sign up online.
  • Automates confirmations, reminders, and thank-you messages based on each volunteer’s participation.

Reporting on volunteer impact:

• Reports on total hours, the value of volunteer time, and contribution by program or event.

When volunteers are part of the same system as everything else, you can recognize and engage them far more effectively.

Salesforce improves adoption by giving each role a simplified, tailored interface ‚paired with targeted training and a continuous feedback loop that builds staff confidence over time.

Soliant Consulting treats adoption as a design problem, not a training problem ‚and plans for it from the earliest stages of every engagement.

Role-based, intuitive interfaces:

• Tailors page layouts and apps so each role sees only what they need to do their job.
• Reduces clicks and clutter, keeping the focus on core tasks for fundraisers, program staff, and leadership.

Clear articulation of benefits:

• Shows staff how Salesforce reduces admin time and helps them reach their own goals‚ more gifts closed, fewer no-shows.
• Links Salesforce data directly to board updates and program decisions so staff see their work reflected in the outcomes.

Training and ongoing support:

• Provides role-specific training, contextual help text, and guided flows built directly into the system.
• Supports a feedback loop where improvements are made based on user input, building trust over time.

When people see Salesforce working for them ‚not against them ‚adoption takes care of itself.

Yes ‚Salesforce helps nonprofits do more with less by automating manual work, consolidating technology costs, and providing the data visibility needed to invest limited staff time and budget where it matters most.

Soliant Consulting helps organizations build a realistic cost model and phased roadmap so the investment delivers measurable returns from the start.

Discounts and scalability for nonprofits:

• Salesforce offers discounted licenses and starter packages tailored to nonprofit budgets.
• The platform scales from small teams to multi-program organizations without requiring a platform change.

Efficiency gains that offset costs:

• Reduces manual work so staff can redirect their time toward relationships and mission activities.
• Consolidates multiple point tools into a single platform, lowering total technology costs over time.

Better insight for resource allocation:

• Provides visibility into which campaigns, programs, and channels yield the highest return.
• Supports data-driven decisions about where to invest limited staff time and budget.

With the right roadmap and realistic expectations, Salesforce is an investment that pays for itself.

Salesforce supports nonprofit long-term growth as a flexible, configurable platform that adapts to new programs, geographies, and service models ‚without requiring a system replacement as your organization evolves.

Soliant Consulting approaches every Salesforce engagement with long-term thinking, helping organizations build a foundation that grows with their mission rather than constraining it.

Flexible, configurable platform:

• Adapts as you add new programs, geographies, or service models without needing to replace the system.
• Supports custom objects, fields, and automations to reflect your unique mission and operations.

Strategic alignment:

• Aligns day-to-day processes and data collection with your strategic KPIs and outcomes.
• Makes it easier to communicate impact clearly to boards, funders, and the public.

Ecosystem and innovation:

• Taps into a large, active ecosystem of nonprofit-focused apps and implementation partners.
• Provides access to new AI capabilities ‚donor predictions, content generation, next best action ‚as they are added to the Salesforce platform.

Technology should be an asset that grows with your mission. Salesforce, done right, is exactly that.