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.
Salesforce has created a Nonprofit Starter Pack that provides nonprofit-specific functionality such as the ability to track households, donations, ad-hoc relationships between individuals and relationships between individuals and organizations. It gives nonprofits a real jump-start in their implementation.
What Our Clients Say
"I had to take a minute to tell you what a joy it has been working with […]. He has certainly gone above and beyond for us as work towards finalizing our new and improved web site. Since we have been working together over the last two weeks he has been very accommodating, professional and patient with us and we are most appreciative. You are fortunate to have him working for you."
Portfolio
Focused Ultrasound Surgery Foundation
Salesforce customization, administration and training
Conflict Resolution Center of Montgomery County
This Salesforce design and implementation helped move this organization from paper to a more automated, paperless environment.
Boreal Songbird Initiative
For Boreal Songbird Initiative, Confluence customized their existing Salesforce installation to keep track of their media-related contacts, activities and initiatives.
Pension Rights Center
For Pension Rights Center, Confluence documented their CRM and project management requirements and customized Salesforce design/implementation to transition from Filemaker database.
National Organization for Albinism and Hypopigmentation
For the National Organization for Albinism and Hypopigmentation, we customized Salesforce to support requirements in the area of event management.
Choice USA
For Choice USA, we moved their entire Joomla! website, upgraded it to the most current version, and implemented a number of functional enhancements.
Requirements analysis for documenting needs for a CRM system and assessment to integrate use of Salesforce and DIA Salsa. Provided Salesforce design and customization support.
NetCentric
Salesforce support
The Wildlife Alliance
Salesforce customization, administration, data import and cleanup.
Greater DC Cares
Confluence started working with Greater DC Cares by documenting requirements for a Salesforce pilot of the Hands-On Connect Salesforce based system, including contact (organization and individual), donor/donation management, and volunteer/event management. We customized Salesforce and provided Salesforce training. We also performed research and provided an assessment to integrate additional applications, including online event registration systems (Kintera and EventBrite) and online surveying (Clicktools).
