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Affordable, expert Salesforce services for nonprofits

The Nonprofit Success Pack (NPSP) from Salesforce.org is a powerful system for managing all of your constituent interactions. The key to successfully using it is setting it up correctly to meet your organization’s specific needs. Our team of Salesforce experts is ready to help you get the most out of NPSP now and as your organization evolves.

Get started with the NPSP: just 5 steps in 5 weeks

Our NPSP implementation service is a five-step, five-week program designed to get you up and running quickly and affordably.

Click on each step below for more details:

  • Onboarding
    We help you acquire 10 free seats for Nonprofit Success Pack (NPSP) through the Power of Us grant from Salesforce.org, plus ensure the fields that matter most are front and center and configure a user profile that supports your team’s processes.
  • Data migration
    We work with your team to import data into NPSP fields, including Accounts, Contacts, Relationships, Affiliations, Addresses, Notes, opportunities, Recurring Donations, Campaigns, Donation Contact Roles (soft credits), General Accounting Units (GAUs), and GAU Allocations.
  • Reports and dashboards
    The NPSP comes with more than 150 reports. We review your team’s processes, show you key reports you’ll likely need, and create custom reports and a dashboard for additional insights.
  • Training
    Your team will be set up to succeed with a combination of Salesforce Trailhead online courses and custom trainings. We record custom training sessions and make them available to your team for future reference.
  • Go-live
    In a coordinated effort with your team, we ensure the accuracy of your system and your team’s confidence with the data, the environment, and the processes. Then, you’re ready to go!

Package and Pricing Info

Go further with the NPSP

In addition to getting you up and running, we’re also ready to help you do more with the NPSP — with as much or as little support as you need, at an affordable hourly rate.

Click on the services below for more details:

  • Data management
    We strongly recommend reviewing your data and performing clean-up before moving data from your old system(s) into your new NPSP system. Our team can help with deduplication and other data hygiene tasks to make sure your data is sparkling clean before moving it to your new system.

    Our NPSP implementation services also assume that your team has extracted data has been extracted from your old environment. If your team needs assistance, Cathexis Partners has experience extracting data from several platforms, and we’re ready to help.

  • Peer-to-peer fundraising data migration
    Peer-to-peer fundraising is our specialty, and we have partnerships with many of the most popular software platforms. We wrote the book on the peer-to-peer fundraising platform landscape, and even one specific to the most

    We can help you integrate your NPSP with third-party tools for email marketing, fundraising, volunteer and grant management, advocacy, and more.
  • Third-party application integration
    We can help you integrate your NPSP with third-party tools for email marketing, fundraising, volunteer and grant management, advocacy, and more.
  • Volunteer management
    The NPSP offers robust volunteer management capabilities. We can help you configure and implement this product module so you’re up and running quickly and efficiently.
  • Pardot implementation
    Pardot is a robust email marketing tool acquired by Salesforce a few years ago. It has become a powerful option for nonprofits using NPSP. Our experienced team can help you implement and configure Pardot as well as design email stationery design.
  • Ongoing support
    Our team is available to provide ongoing support, as needed, with no minimum retainer or requirement. Even if you need just 10 minutes of support, we’re here for you!

Learn more about Salesforce.org and the NPSP

The leader in cloud-based customer relationship management (CRM), Salesforce has expanded their product offerings over the last 20 years.

Here are some details about their offerings for nonprofits:

  • Salesforce.org
    Early on, Salesforce established the Salesforce Foundation, which is committed to the nonprofit space via their 1/1/1 Philanthropic Model (dedicating 1% of Salesforce revenue, 1% of its product, and 1% of employee time to the community). Now known as Salesforce.org, the team offers products that support nonprofits. Here’s a quick history of Salesforce.org.
  • The Nonprofit Success Pack (NPSP)
    In 2008, Salesforce.org launched the Nonprofit Starter Pack, which modified the Salesforce Sales Cloud environment for nonprofits. The offering was re-launched in 2016 as the Nonprofit Success Pack, intended to turn the world’s #1 CRM into the #1 CRM for nonprofits.
  • The Power of Us Program
    The Salesforce Power of Us Program gives nonprofit organizations and education institutions access to Salesforce products and resources to help expand their collective impact. The Power of Us Program includes 10 donated subscriptions and deep discounts on additional subscriptions, products and/or services from Salesforce for qualifying organizations.

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