What you'll achieve
A clean, well-configured Salesforce instance that your team actually uses, with automated workflows that reduce manual admin and improve data quality.
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Salesforce optimisation and automation for nonprofits
Challenge
Signs you need a Salesforce cleanup
You have Salesforce but it is underused, full of dirty data, and staff have given up on it — its potential as a relationship management tool is almost entirely untapped.
How a Nonprofit Builder consultant helps
- Audit your current Salesforce setup, identify quick wins and structural improvements, implement optimisations and automation, clean your data, and retrain your team.
Key deliverables
- Salesforce audit report, optimisation and automation implementation, data cleaning, updated user profiles and permissions, staff training session, admin documentation.
Interested in this project?
Talk to our team about how a consultant can tailor this project to your organisation - and how to get started on the platform.
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