Non-Profit Salesforce Consulting
Incarni Partners consultants knows the unique aspects of Salesforce's non-profit's Constituent Relationship Management (CRM). We understand your business processes are different and underlying applications which help manage all your constituent information, activities, and conversations. With a CRM application like Salesforce, your education, marketing, and development teams can understand every constituent and deliver them the right service, message or answer.
Today, CRM solutions are shifting towards cloud computing and it is important to bring consultants with experiance and a prove track record. More than 15,000 nonprofits and educational institutions (and 150,000 companies) are now using Salesforce.com to transform their operations, reduce risk, and better serve their constituents.
The nonprofit edition of Salesforce is a great starting point for many nonprofits looking to track constituents, partners, donors, donations,
activities, volunteers, and cases. Best of all, the platform software licenses are free for many nonprofits. The Salesforce Foundation donates up to 10 free licenses to eligable nonprofit.
Depending on our customers needs we can provide:
Data Migration and Integration
With data segmented and coming from several sources, we have the resources and expertise to help you consolidate all of your customer data in one easily accessible place, without compromising the integrity of your existing enterprise systems. We can integrate the data to give you a full 360-degree view of your customers and their relationship with your organization. We can help you achieve tangible business results by unlocking the value of your customer information.
Marketing Automation
Leveraging the marketing automation functions of salesforce.com and other tools like Marketo and Eloqua , we can help you create, execute, and track marketing campaigns, as well as measure campaign effectiveness through ROI analysis. With these tools, you can track marketing campaign spending and performance, and make smart decisions about where to make future investments for maximum impact.
Donor Management
We can assist in giving your team can use one list of all the organization’s and constituents with which you work.Everything you need to know about your supports is in one place so you can understand every constituent and deliver the right service, message or answer.
Donation and Grants Management
Identify major donors, track gifts and pledges, run campaigns, and eliminate wasting time entering recurring donations. Manage the donation cycle from pledge to payment including individual donations and grants. Standardize your donation processes, easily analyze your pipeline, and automate routine tasks.
Business Intelligence
Once we have your data properly housed in salesforce.com, we can create, run, or modify reports and dashboards on any of your data, no matter where it resides! We can prepare customized reports for users with different roles within your organization. Users can drill down and instantly perform deeper analyses to gain insight into critical areas, such as customer spending, sales growth, and marketing ROI, in addition to identifying potential problems or future opportunities.
Custom Development
Ranging from Apex triggers and Visual Force pages, all the way to custom .net web applications, Incarni Partners provides custom development projects to allow your business to run effectively and efficiently.
Training
We understand the importance of end-user training in maximizing system adoption rates. With more than 20 years of experience in delivering CRM solutions, we have the consulting skills to provide in-person small group training either here in the Boston metro area or over the web. Once your system is up and running, we will customize the training based on how your organization will use the system.
Healthcheck - Improving current Salesforce implementations
Along with implementing new non-profit Salesforce solutions, we also have the know-how and experience to improve your current implementation. From best practices and reporting to custom development and training, we can improve your Salesforce system and create higher adoption rates.
Today, CRM solutions are shifting towards cloud computing and it is important to bring consultants with experiance and a prove track record. More than 15,000 nonprofits and educational institutions (and 150,000 companies) are now using Salesforce.com to transform their operations, reduce risk, and better serve their constituents.
The nonprofit edition of Salesforce is a great starting point for many nonprofits looking to track constituents, partners, donors, donations,
activities, volunteers, and cases. Best of all, the platform software licenses are free for many nonprofits. The Salesforce Foundation donates up to 10 free licenses to eligable nonprofit.
Depending on our customers needs we can provide:
Data Migration and Integration
With data segmented and coming from several sources, we have the resources and expertise to help you consolidate all of your customer data in one easily accessible place, without compromising the integrity of your existing enterprise systems. We can integrate the data to give you a full 360-degree view of your customers and their relationship with your organization. We can help you achieve tangible business results by unlocking the value of your customer information.
Marketing Automation
Leveraging the marketing automation functions of salesforce.com and other tools like Marketo and Eloqua , we can help you create, execute, and track marketing campaigns, as well as measure campaign effectiveness through ROI analysis. With these tools, you can track marketing campaign spending and performance, and make smart decisions about where to make future investments for maximum impact.
Donor Management
We can assist in giving your team can use one list of all the organization’s and constituents with which you work.Everything you need to know about your supports is in one place so you can understand every constituent and deliver the right service, message or answer.
Donation and Grants Management
Identify major donors, track gifts and pledges, run campaigns, and eliminate wasting time entering recurring donations. Manage the donation cycle from pledge to payment including individual donations and grants. Standardize your donation processes, easily analyze your pipeline, and automate routine tasks.
Business Intelligence
Once we have your data properly housed in salesforce.com, we can create, run, or modify reports and dashboards on any of your data, no matter where it resides! We can prepare customized reports for users with different roles within your organization. Users can drill down and instantly perform deeper analyses to gain insight into critical areas, such as customer spending, sales growth, and marketing ROI, in addition to identifying potential problems or future opportunities.
Custom Development
Ranging from Apex triggers and Visual Force pages, all the way to custom .net web applications, Incarni Partners provides custom development projects to allow your business to run effectively and efficiently.
Training
We understand the importance of end-user training in maximizing system adoption rates. With more than 20 years of experience in delivering CRM solutions, we have the consulting skills to provide in-person small group training either here in the Boston metro area or over the web. Once your system is up and running, we will customize the training based on how your organization will use the system.
Healthcheck - Improving current Salesforce implementations
Along with implementing new non-profit Salesforce solutions, we also have the know-how and experience to improve your current implementation. From best practices and reporting to custom development and training, we can improve your Salesforce system and create higher adoption rates.