salesforce nonprofit success pack / 
npsp quickstart implementations

Summit Technologies QuickStart Program Logo



Discovery / Business Process Review

Configure up to 10 Users

Configure NPSP

3 Custom Reports and Dashboard Components

Install Task Manager App

Optimize Page Layouts

Configure Leads, Household Accounts, Contacts and Opportunities (Donations)

Configure Einstein Activity Capture to automatically capture email and events from Outlook or Gmail

Up to 2 Opportunity Types (Donations, Memberships, Grants)

Two Hour User Training



All Silver Features plus

Two Custom User Profiles

6 Custom Reports and Dashboard Components

One Custom Object and Relationship

Six Data Validation Rules

One additional custom record type

Up to 2 Custom Workflows or Approvals

Create up to 4 Marketing Campaigns

Six Custom Reports with Dashboard Components

Two Engagement Plan Templates



All Gold Features plus

Gap analysis of existing systems

Custom Objects

Integration with donor management platforms

Case Management

Configure Multiple Advancement Processes

Set up multiple stakeholder groups such as Advancement and Program Delivery

Create up to 4 custom Workflows or Approvals as needed

Create up to 10 Custom Reports and 10 Dashboard components

User Acceptance Testing

Go Live with Salesforce for Nonprofits in Two Weeks!

Salesforce and Summit Technologies are both committed to supporting the nonprofit community. Salesforce offers 10 free Enterprise Edition licenses to qualified nonprofits and Summit Technologies deeply discounts our QuickStart implementations to help organizations get starting using Salesforce. Whether your organization is new to Salesforce or you would like to add the Nonprofit Success Pack (NPSP) to your existing Salesforce platform, our Salesforce Nonprofit QuickStart implementations are the best way to quickly get started with the Salesforce CRM platform and the NPSP to start seeing a return on your Salesforce investment.

Our Salesforce certified professionals get to know your organization and map your constituent and donor management as well as fundraising requirements to Salesforce functionality, following Salesforce best practices.

What's included in our Salesforce Nonprofit QuickStart implementations?

After we review your fundraising and CRM requirements, we create an implementation plan, which we review with you to ensure that we account for all of your requirements.

We then get to work customizing Salesforce to your requirements. All packages include:

  • User Configuration, basic sharing and security

  • Create a custom branded home page

  • Set up Salesforce activities- Tasks, Events, Email

  • Set up and customize Leads, Accounts and Contacts

  • Configure Donations to your fundraising process

  • Chatter setup

  • Data Import

  • Custom Reports

  • User training


After everything is set up, tested and working correctly we then import your data for accounts, contacts and leads.

Finally, we hand off your custom Salesforce implementation to you with an in-person or web based training session for users (some packages also include admin training).

After implementation, we recommend that you subscribe to our CloudAdvisor Professional Services for Salesforce program. This ensures that as your organization grows and evolves, your Salesforce CRM implementation will too. We will handle administration, customization and configuration of the Salesforce CRM so you can focus on making the world a better place!


Free Salesforce for Nonprofits QuickStart


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