salesforce
npsp quickstarts
nonprofit success pack
As a Salesforce.org partner, our success is determined by our client's success
From our very beginnings in 2016, Summit Technologies has worked with nonprofit organizations. Over the years since our inception we have implemented Salesforce NPSP and related Nonprofit Cloud products for dozens of nonprofit organizations with a wide variety of missions. Why should you choose Summit Technologies for your NPSP Quickstart?
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We will provide a no-cost estimate of the cost and timeline for implementation
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Our consulting team is 100% based in the United States and all of our consultants speak English as their first language
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Our consultants are all certified by Salesforce and have experience working with nonprofit organizations
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Each Quickstart project is assigned to a Delivery Manager as well as a consultant. Delivery Managers are our most senior delivery team members and can assist or advise when needed if more complex business needs arise
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We have developed proprietary processes and tools to ensure successful delivery of all Quickstart projects
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We look beyond the initial implementation to set our clients up for long-term success with recommendations for additional ways to leverage NPSP to streamline business processes through automation and integration
Our NPSP Quickstarts are tailored to our client's needs-
here are some guidelines for cost and timeline
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Optimize user interface based on client needs
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Configure Leads, Household Accounts, Contacts and Opportunities (Donations)
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Create custom fields as needed
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Up to 2 Opportunity Types (Donations, Memberships, Grants)
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Set up email sync with Outlook or Gmail
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Engagement plans
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Email Templates
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Duplicate record management
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Reports and Dashboards
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Two hours of User training
All Silver features plus
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Additional donation types
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Memberships
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Custom objects and relationships
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Custom object record types
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Data validation rules
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Business process automation
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Approval processes
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Set up Marketing Campaigns
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Additional reports and dashboards
All Silver and Gold features plus
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Program management
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Case management
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Volunteer management
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Grants management
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Accounting system integration
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Donor platform integration
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Record level security and sharing
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Payment Processing
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Advanced business process automation
Data loading from spreadsheets or other systems quoted separately
Looking beyond implementation services? We offer integration, custom development, training and support for nonprofit organizations.
Contact us for consultation on our full range of services