• Our Work
  • Services
      Digital Security
      Digital Defense Audit
      Digital Defense Retainer
      Security Procedures
      Doxing Audit
      Phishing Simulations
      WordPress Site Audit
      AI & Automation
      Ethical AI Implementation
      Web Portals & Workflow Integrations
      Data Intelligence
      Strategic Data Planning
      Annual Reporting
      Data Analysis
      Data Cleanup
      Relationship Management
      Salesforce On-Site
      Salesforce Overhaul
      Training
      Salesforce On-Site
      Custom Training
  • Contact

OUR NEWSLETTER

Get the newsletter that helps nonprofits use tech with confidence. Stay supported and up to date—one email at a time.

Every few months, we’ll send you the nonprofit tools, tricks, and news that matter—so you can focus on the good work.

Your privacy matters. We never sell or share your information with third parties. Spam makes baby koalas cry.

Salesforce Overhaul

Project

As one of our most popular services, we cut the bloat and complexity of Salesforce for Nonprofits to build customized solutions that actually meet your team’s needs. 

  • Kickoff (1 Week): Outline the project plan, timeline, and client tasks and deadlines.
  • Analyze Staff Needs (2 – 4 Weeks): Meet with team members to understand their needs. 
  • Analyze Backend (2 Weeks): Review system settings, security, and data architecture. 
  • Build Custom Apps (4 – 8 Weeks): Work with each department to build their own custom app, with layouts, pages, and flows optimized for their work. (Note that estimated time is per department.)
  • Deployment (1 Week): Train and refine the app based on user feedback. 
  • Ongoing Support (6 Weeks): Meet every two weeks to address any new issues and make additional improvements as needed.

Salesforce Overhaul

Project
Estimated Duration: 16+ Weeks
As one of our most popular services, we cut the bloat and complexity of Salesforce for Nonprofits to build customized solutions that actually meet your team’s needs. 
  • Kickoff (1 Week): Outline the project plan, timeline, and client tasks and deadlines.
  • Analyze Staff Needs (2 – 4 Weeks): Meet with team members to understand their needs. 
  • Analyze Backend (2 Weeks): Review system settings, security, and data architecture. 
  • Build Custom Apps (4 – 8 Weeks): Work with each department to build their own custom app, with layouts, pages, and flows optimized for their work. (Note that estimated time is per department.)
  • Deployment (1 Week): Train and refine the app based on user feedback. 
  • Ongoing Support (6 Weeks): Meet every two weeks to address any new issues and make additional improvements as needed.