Non Profit Salesforce – Intekra Systems

Non-Profit Salesforce

Salesforce Nonprofit Success Pack (NPSP) is designed to help nonprofits with constituent management, fundraising, marketing and communications and program management. The NPSP can replace multiple systems for managing data and workflows. This can help integrate your donor and client information which makes communication and outreach a breeze. Use the NPSP to unify your fundraising, program management, marketing and grant application teams.

+31% DONOR RETENTION RATE (2019)*
+48% CONSTITUENT CONVERSION (2019)*
-31% SERVICE COSTS (2019)*

*Average improvements reported
by Salesforce.org customers.

Power of Us Program

10 Enterprise Edition CRM Lightning subscriptions at no cost
Discounts on additional subscriptions, products, and/or services from Salesforce.org
Discounts on Salesforce training and events
Access to nonprofit and education-specific user groups, events, and webinars
Discounts on the price of certain Non-SFDC Applications available on the Salesforce AppExchange

Eligibility

Main Features

Customer Relationship Management

With your data all in one place, Salesforce gives you a complete view of your clients or customers. Salesforce Customer Relationship Management creates a single place to view, and update your customer data using any device, anywhere. With Salesforce, all of your information is stored securely in the cloud.

Non Profit Success Pack (NPSP)

This module can help integrate your donor and client information which makes communication and outreach a breeze. Use the NPSP to unify your fundraising, program management, marketing and grant application teams.

Program Management

The program management module helps nonprofits and charities to manage their programs more effectively. Through this module, nonprofits can evaluate initiatives or interventions, and adjust services to better fit client or donor needs. Replace the multiple spreadsheets and paper records with Salesforce to help optimize, understand, and report on your programs.

Volunteer Management

The volunteer management module helps ensure that your volunteers have a good experience working with you by matching jobs to their skill set and availability. You can also stay connected by sending reminder emails for upcoming shifts and follow-up emails that show their time was well spent and made a difference.

Additional Features

Case Management

Perfect for organizations with clients who are looking for a way to manage a large caseload and still personalize the services you deliver.

File & Document Management

Salesforce content management system is where you can create and manage the content lifecycle of your documents from publish to archive.

Email Integration

Access important messages and sales records all in one place. Eliminate the time spent on redundant data entry into two applications. Schedule meetings and appointments in one place.

Mobile

Salesforce mobile app provides plug-and-play for a mobile-friendly view so your information is accessible on phone, desktop or tablet.

Reports & Dashboards

Harness the power of information to make data-driven decisions and tell the story of your organization’s impact.

Knowledge Base

Create, customize and manage your knowledge base with Salesforce. Create and manage data categories and articles for easy-to-find training resources.

Process:

Discovery Session

Estimates and Statement of Work

Salesforce Signup

Requirements Gathering

Implementation

Training

Support

Salesforce Non Profit Quick Start Packages

We offer standard packages at reasonable rates.

For more detailed pricing or further customization, please contact us for a quote.

	Basic $3,500	Advanced $7,500	Enterprise $12,500
Discovery / Requirements Gathering & Design
Configuration / Implementation
User Setup (Including Profiles)
Roles & Hierarchies
Org Setup
Standard Objects - Leads, Accounts, Contacts, Opportunities
Standard Objects - Campaigns, Campaign members, Products, Quote
Security (Profiles, Permission Sets, and Sharing Rules)
Custom Objects (Lookup and Junction)	2	4	6
Workflows / Processes	3	6	8
Email Templates (Standard)	3	6	8
Web to Lead Setup
Non Profit Sucess Pack (NPSP)
Donation Management
Program Management
Enhanced Case Management
Volunteer Management
Mobile Setup
Analytics
Salesforce Reports	6	12	18
Salesforce Dashboards	2	4	6
External Integration
Training and SOP
Online Training
On Site Training
Standard Operating Procedures
Support (Hours)	5	10	15
Canadian CRA Tax Receipt Generation App
5 hours of consulting time from a Registered Psychologist to review programs and case management practices
Data Migration
Marketing Automation and Integration
Third Party Integrations (App Exchange)
Third Party Integrations (Custom)
Development (Apex and Visual Force)
External Web Portal
Online Forms Integration