Services

Salesforce

Confluence is one of very few certified nonprofit implementation partners of the Salesforce Foundation. Salesforce is the #1 market leader in the Constituent Relationship Management (CRM) area.

CRM systems are made to centrally manage an organization's contacts — people and organizations, their phone numbers, addresses, email, and the history of interaction. The Nonprofit Edition license is a version specifically created to address the common tasks of nonprofits, such as donor management. The rich Applications Programmers Interface (API) enables seamless integration to other systems, and the AppExchange is a listing of 821 add-ons and pre-integrated software solutions to extend Salesforce in all kinds of different directions.

Because the Salesforce Foundation makes this web-based system available for free for up to ten users to nonprofits, the value is tremendous. Additional licenses are available for 80% of the retail pricing. See the Salesforce Foundation's website for more details.

As a Salesforce partner, you can turn to us for:

• Evaluation of whether Salesforce is right for you
• Documentation of requirements for integrated contact, grants, volunteer, event, and/or project management via Salesforce
• Creation of an implementation plan and estimate
• Customization of Salesforce to meet specific needs, such as tracking of clients or project data
• Integration of Salesforce with other software systems
• Upgrading existing Salesforce implementation to more current version

 

Sample Clients

For Choice USA, Confluence performed an evaluation of the organization's use of Salesforce, creating a specific plan to make better use of the system, increase staff utilization and training, and integrate it with other systems to reduce duplicate data entry.

For the Pension Rights Center, Confluence documented their CRM and project management requirements and customized Salesforce to replace their aging FileMaker databases.