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.

Candid Connector

Our custom integration lets you sync non-profit Candid data to Salesforce.

Watch Our Candid Connector Video:

The benefits:

Easy Installation
Simple configuration
Increased accuracy
Account enrichment

Click here for Candid Connector price sheet.

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.