Salesforce

Confluence is a certified nonprofit implementation partner of Salesforce.org (formerly the Salesforce Foundation).

CRM systems centrally store your organization’s contacts—people and organizations, phone numbers, email, addresses, and the history of interaction. Because the Salesforce Foundation makes this Software-as-a-Service (SAAS) system available for free for ten users to nonprofits, the value is tremendous.Salesforce.org created the NonProfit Success Pack (NPSP) that is an “off the shelf” set of functionality that provides support for tracking donations, grants, events, communications, constituents, volunteers, members, grantees, and clients and much, much more. We love to talk about Salesforce – if you want to learn more, please contact us!

Salesforce offers 10 free licenses and deep discounts on additional licenses and products, along with discounts on Salesforce events. An API enables seamless integration into other systems, and the AppExchange has almost a thousand add-ons and pre-integrated software solutions to extend the tool in all kinds of directions.

How can we help?

Salesforce QuickStart

We can help you get your implementation off on the right foot.

Extend Salesforce

Add event or program management or other capabilities to an existing Salesforce base implementation.

Web Integration

With the Apex language, create web pages that interact directly to Salesforce. Confluence specializes in web integration with Salesforce in a variety of ways. Check out our Okaos WordPress / Salesforce integration offering. Salesforce Communities and other Apps provide even more “out of the box” functionality to extend Salesforce out to volunteers, donors, the public, and other constituents.

Best Practices

Data cleaning, training, who does what—we know what makes Salesforce successful!

Learn more about Nonprofit Success Pack or other Salesforce services provided by Confluence.

Recent client accolades:

We are so happy with Confluence

“Confluence has been a lifesaver for us. We found them a few years ago when we were considering moving away from Salesforce because our custom implementation just wasn’t working. Then we met Confluence and realized it was all about the quality of the consultant and we haven’t looked back. Confluence understands our business, customers and requirements and recommends solutions based on what we need, then explains them to us so we can own our database. We’ve continued our relationship since the initial build and have been so happy with their ongoing support, recommendations and enhancements since we’ve gone live. Great company.”

Great support for nonprofits new to Salesforce

“Confluence helped my organization migrate all our data to Salesforce and customize the platform for our small development shop. Their quote was extremely competitive. They were on-time, on-budget and very professional. I highly recommend them to any nonprofit getting started on Salesforce — or those who need ongoing support in customizing and using the platform.”

Great service!

“Confluence has been pleasure to work with! The consultants are very knowledgeable and patient with the multitude of questions we have as we learn how to best utilize the system for our needs, as well as very responsive.”

Great Working with Confluence

“We have had a terrific experience working with Confluence. They quickly came to understand our organization and assessed our needs expertly. They helped us choose Salesforce and Teresa has been there with us every step of the way, customizing it, preparing our data for transfer, and making the transfer process as painless as can be imagined. Implementing a new CRM can be a frustrating experience, but Teresa’s knowledge and guidance (and patience!) helped us learn and implement Salesforce incredibly smoothly. The whole team at Confluence has been great to work with.”

Highly recommend Confluence

“Confluence has been a lifesaver for us. We found them a few years ago when we were considering moving away from Salesforce because our custom implementation just wasn’t working. Then we met Teresa and realized it was all about the quality of the consultant and we haven’t looked back. Confluence understands our business, customers and requirements and recommends solutions based on what we need, then explains them to us so we can own our database. We’ve continued our relationship since the initial build and have been so happy with their ongoing support, recommendations and enhancements since we’ve gone live. Great company.”

Superior knowledge

“Confluence has been nothing but reliable and knowledgeable throughout our transition to Salesforce from a very customized FileMaker database. There was never a question they couldn’t answer and everything was done in a timely fashion. I couldn’t recommend them more. Teresa is especially wonderful to work with.”

Confluence is my go-to consultant

“I have worked with Confluence on multiple projects for different non profits. The scope, scale and complexity of the project just completely rivaled anything I’d ever done. 1.4 million records, coming from 5 different data sources, and going into a new salesforce product. I could not have done this without the work of Confluence. And I can’t imagine doing work on this scale with another consultant. They are my go-to consultant. On top of the technical expertise, they provided me with decision making help, data, and took time to talk through logic with me so that I could make the right decisions for my organization. And they were a bargain, and drove the project along on a short timetable. I was thrilled.”

Great support

“Our programmer was very competent, taught me a lot about the system so I can administrate it more effectively, and was creative in finding ways to address our organization’s needs.”

Confluence was great!

“Teresa from Confluence did a great salesforce intro for our non-profit arts organization. She really understood our needs and was able to suggest new ways to use the database that we hadn’t even thought of.”