Confluence has changed its name!

Visit to learn more about our new name 
and our continued dedication to the nonprofit industry. Our services – Salesforce, web development, and technology consulting – as well as our stellar staff remain the same!

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Software Selection

Confluence helps organizations choose the perfect software to meet their needs.

Our formal process helps reduce surprises and risk and increases end user adoption and buy-in.

Clients hire us to help in one or more of these areas:

  • Documentation of requirements—including staff interviews and legacy system inspection
  • Creation of business process documentation and/or use case diagrams
  • Definitions of system architectures/concept of operations
  • Creation of vendor lists
  • Preparation of request for quote/request for proposals
  • Construction of evaluation matrix
  • Coordination of vendor demonstrations
  • Evaluation of responses
  • Reference checks
  • Contracts review and negotiations
  • Implementation project management

We have expertise in many types of commercial software systems including:

  • Contact management/constituent relationship management (CRM)
  • Content management systems (CMS)
  • Association management systems (AMS)
  • Donor management
  • Event management
  • Grants management
  • Mass email/marketing software
  • Project tracking/management software
  • Volunteer management

Contact us today to see how we can help your organization with software selection.