Our Services
Working With Us
We choose to work exclusively with nonprofit organizations, foundations, and other social sector departments.
Our diverse team of certified Salesforce professionals brings a valuable set of skills and business perspectives making us uniquely suited to collaborating with our clients.
Our deep experience in the nonprofit and foundation sector means we have the background and understanding essential to creating your new path using Salesforce.
As a Salesforce Registered Consulting Partner,
we help you build, configure, or optimize your Salesforce environment. Typical projects include data migration, building customizations, or helping develop a technology strategy for your organization.
Services We Offer
Salesforce Implementation
We are Experts in Implementing NonProfit Success Package & Grantmaking Solutions with a proven track record for building donor management and grantmaking solutions on the Salesforce platform.
By implementing and configuring Salesforce with certified Salesforce professionals, your organization will be able to:
Perform complex migrations and strategic enhancements to your processes
Set up dashboards and reports to better understand your business
Track data in one place to provide a single source of truth
Increase productivity
Increase Partner collaboration
Eliminate duplicate data entry
Track grant stage duration to improve pipeline efficiency
Reduce administrative cost
Managed Services
Managed services with ImagineCRM can help your organization leverage technology to achieve its goals while also reducing costs, improving efficiency, and enhancing your Salesforce instance.
Managed services offers several benefits, including:
Expertise: Managed services provide access to a team of experts with specialized knowledge and experience in grantmaking. These experts can provide guidance, advice, and support to help your organization leverage technology to achieve its goals.
Cost savings: Managed services can help reduce the cost of technology infrastructure by providing services on a monthly retainer. This can eliminate the need to hire full-time staff and reduce the cost of maintaining and managing your technology systems.
Improved efficiency: By outsourcing your technology management to a consulting firm, you can focus on your core business activities while the consulting firm takes care of the technology infrastructure. This can help improve overall efficiency and productivity.
Scalability: Managed services can be scaled up or down as needed to meet the changing needs of your business. This can help you adapt quickly to market changes and take advantage of new opportunities.
Proactive maintenance: Managed services providers often proactively monitor and maintain your systems, identifying and resolving issues before they become major problems. This can reduce downtime and ensure that your technology systems are always running smoothly.
Additional Services
Maintenance and Enhancement
We help you get more out of Salesforce. By conducting an audit of current usage, we can provide recommendations on how to improve on under-utilized and under-performing aspects of your Salesforce ecosystem.
Utilize integrations, perform upgrades, and continue to scale.
ImagineHR Virtual Admin
We offer options to support your platform:
Bank of hours - ImagineCRM employees on-call whenever you need them.
Contract-to-hire - Salesforce administrator to join your organization, with the option of joining your team permanently.
Temporary dedicated resource - Salesforce administrator for a specific contract or project term.
Permanent dedicated resource - Salesforce administrator to join your organization.
Candid Connector
Our custom integration lets you sync non-profit Candid data to Salesforce.
About Candid Connector Video: https://youtu.be/WlZ-wb8zMaQ
Easy Installation
Simple configuration
Increased accuracy
Account enrichment
The Salesforce Implementation
Process
Each Implementation Support relationship with ImagineCRM, is split into five main phases. We’ll be with you every step of the way to ensure an accurate implementation that captures your hopes for your new system, a successful and timely launch and consistent change management throughout so we are bringing everyone along.
Starting with a minimal viable product and building based on immediate and frequent feedback from stakeholders.
Discovery
Stakeholder conversations and research
Design
Create a project plan and prototyping
Development
Execution of development plan
Deploy
Data Migration and Testing
Deliver
Present final product, Training, and Documentation.
Solutions Approach
Our overall approach is to utilize out-of-the-box functionality wherever possible. Where that is not an option, we also provide:
Declarative Configurations
Development through clicks not code.
Third-Party Solutions
Tools listed in the Salesforce AppExchange.
Custom Code
All custom code is built out using best practices so that the platform is sustainable.
Everything we build and configure is Scalable, Adaptable, and Maintainable.
We look forward to working with you.
Begin scaling up your Salesforce operations today.