Services

Our Salesforce consultancy empowers our clients to:

Improve M&E practice

  • Record attendance based service delivery
  • Verify client identity through facial recognition software
  • Track outcomes for clients and program efficiency

Get on top of fundraising and reporting to donors

  • Keep track of Formal Funding applications and reporting deadlines
  • Capture all donations in the Salesforce system and thank donors timeously
  • Issue Section 18A receipts from Salesforce

Build deeper relationships with your stakeholders

  • Build a robust (Customer Relationship Management) CRM system on the Salesforce platform
  • Enhance targeted communication via Salesforce or Mailchimp
  • Track the engagement of supporters to identify key-role-players

Improve Volunteer Management

  • Streamline your volunteer application process
  • Report on active vs inactive volunteers
  • Keep track of volunteer hours mobilised

Outsource Sys Admin

  • Work with our dedicated staff to maintain your Salesforce instance, backup data and manage users and licenses
  • Let us help craft custom reports
  • Receive assistance with email campaigns for marketing/ appeals/ events

Integrate technology

Salesforce integrations with

  • Xero accounting software,
  • QuickBooks accounting software,
  • payment gateways like Payfast (via bank feed into accounting software)
  • Mailchimp email platform and various others

Why Choose Salesforce

  • 10 free licenses for non-profits.

 

  • All data in one place – an authoritative source of all your org data and intellectual property.

 

  • Accessible anywhere with internet (via phones/tablets, etc. in the field).

 

  • It’s secure! State of the art encryption, dual authentication.
  • It’s flexible – changing it, adding fields, reports, etc. (with almost no coding).

 

  • Complete control of data access and rights (who can see what, what can they do with it).

 

  • Global community of users means you can find support from lots of service providers and 1000’s of 3rd party apps (eg project mgt, SMS integration etc.).