For Growing Nonprofits
Long-Term Salesforce Ownership — Without Hiring Full-Time Staff
Ongoing Salesforce systems management for nonprofits that need structure, clarity, and reliable reporting.
Services
Salesforce Systems Management
Starting at $2500 a month
For nonprofits that need consistent Salesforce ownership without hiring a full-time database manager.
Includes:
System governance & oversight
Reporting architecture management
Workflow optimization
Data quality monitoring
Monthly strategy review
Priority support out.
Salesforce System Audit
Flat Fee $1750
A structured evaluation of your Salesforce environment, reporting reliability, data governance, and workflow configuration.
Deliverables:
System health review
Reporting analysis
Governance recommendations
90-day improvement roadmap
Reporting & Dashboard Intensive
Special Rate $2000
A focused engagement designed to build or restructure executive-ready Salesforce dashboards.
Includes:
KPI alignment session
Data cleanup recommendations
3–5 structured dashboards
Board-ready reporting views
Executive walkthrough session
Ideal for organizations preparing for grant reporting, board meetings, or leadership transitions.
Audit & Consultation
Start with a Salesforce Systems Review.
A clear assessment creates confident decisions.