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We understand that making changes within your organization has the potential to be time-consuming and divert resources from daily tasks.

That is why we created our Quickstart product, which helps you quickly and confidently start using Salesforce to manage your staff, constituents, and donations.

Quickstart takes all the guesswork and worry out of technical tasks such as:

  • Applying for and configuring your Salesforce.org grant license instance
  • Installing and configuring the Salesforce Nonprofit Success Pack (NPSP)
  • Managing household and organizational accounts, contacts, and addresses
  • Managing one-time and recurring donors and donations
  • Tracking soft credits and in-kind gifts

We also have special modules to help you track your organization’s progress in adopting Salesforce, and to make it easy for you to request changes or customizations that you may need.