Salesforce for Nonprofits
Empowering nonprofits with smarter data management
Salesforce for Nonprofits
Empowering nonprofits with smarter data management
Connect Solutions NPC is a preferred Salesforce implementation partner for nonprofits. Our certified staff provide Salesforce customisations to meet every nonprofit’s needs, from small to large.
Donor and programme data management is essential for your nonprofit’s sustainability and continued impact. We help organisations build a legacy of reliable data and use it to measure outcomes, streamline fundraising, and report to stakeholders.
Years supporting nonprofits
Organisations served
Our Salesforce Services
Custom solutions to fit your nonprofit’s journey
NPSP (Nonprofit Success Pack)
Your complete donor management system: donor database, giving history, gift acknowledgements, and recurring giving setup.
Programme Management
Track beneficiaries, log programme activity, monitor outcomes, and build M&E dashboards for funders and boards.
Salesforce Customisations
Automation, custom objects and workflows, tailored dashboards, and role-based access to match how your organisation operates.
Integrations
Connect Mailchimp, payment gateways (PayFast, etc.), and your website to centralise data and reduce manual work.
Reporting & Dashboards
Meaningful, visual reporting
to support fundraising, monitoring
& evaluation and board
reporting.
Data Migration & Security
Careful migration of legacy data and configuration of security & sharing models to keep data safe and accessible to the right people.
Why Salesforce for Nonprofits?
Data-driven impact for sustainability
Donor and programme data management is not a “nice to have”. It is essential for your nonprofit’s sustainability and continued impact.
Connect Solutions NPC is a preferred Salesforce implementation partner for nonprofits. Our certified staff provide Salesforce customisations to meet every nonprofit’s needs, from small to large.
Manage and maintain
Manage and maintain donor and beneficiary data (including M&E)
Track programme
Track programme outcomes with dashboards and reports.
Streamline fundraising
Streamline fundraising, communication, and reporting.
Data Legacy
Build a lasting data legacy that grows
with your
organisation.
How We Make It Happen
Step-by-step guidance from discovery to launch
1
Discovery & Consultation
Understanding your nonprofit’s needs and goals. This initial consultation is free.
2
Assessment & Design
Co-creating a Salesforce design and mapping data flows and reporting requirements.
3
Build & Test
Configuration, development and staged testing with your team prior to launch.
4
Training Support
User training, handover documentation, and optional ongoing support & annual reviews.
Training options & formats
We provide in-person or remote refresher sessions, role-based training, and admin workshops. Training includes exercises, sample reports and handover guides.
Support & SLAs
Options range from ad-hoc remote support to monthly retained support with a ticketing system and agreed response times.
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