501Partners Services

We offer a full range of services to support your nonprofit organization, from launching a Salesforce instance to supporting complex Salesforce projects. We bring deep domain expertise and a thoughtful project methodology to solve business problems and support client success.

Custom Salesforce Consulting and Salesforce Coaching for nonprofits

Custom Consulting and Coaching

Using our four-step data hierarchy system, we work with you to think through and design the right Salesforce solution for your nonprofit organization. Every project is unique, and we know it. Your success is our success: projects that help you do your work better, and address mission.

Salesforce Nonprofit Audit

Choose this package to understand what’s working (and what’s not) within your existing Salesforce instance. Our Salesforce Nonprofit Audit looks at what’s working well, how your internal processes and resources match with your instance, and offers a set of recommendations around people, processes and technology to get more out of your Salesforce instance.

Salesforce Consulting for Small Nonprofits: 501Grants Program

The 501Grants Program is ideal for the small nonprofit that wants custom guidance using Salesforce. If your annual operating budget is under $300,000, then you may qualify for a fee discount for services. 501Grantees receive a 40% discount on our prevailing consulting rates.

Salesforce App Development

App Development

We have three great apps available on the App Exchange: Roll Call, Applicant Manager, and Food Manager. Our current apps address the need for an attendance tracking tool, an online application, and a food intake and distribution form. What can we design for you?

Salesforce Training for Nonprofits

Did you know that we also offer training designed for all user levels?

We offer a range of training opportunities to meet your needs. We know that educated users drive adoption in-house. Our training options include the popular monthly Salesforce Bootcamp 101 and Bootcamp PLUS workshops, custom training for Salesforce users, and twice-monthly free webinars.

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