Select Clients

PATH

  • Understand Your Stakeholders: A Case Study in Agile Salesforce CRM Planning Read more.
  • The Power of a Phase Approach: Implementing NPSP. Read more.

The Fund for Global Human Rights

  • Improved donation and grants tracking in Salesforce using NPSP. Read more.
  • The value of partnerships, agility, and documentation for long-term solutions. Read more.

Arts Corps

  • Designed a teaching artist portal using Salesforce Communities. Read more.
  • Customized mobile access to teaching artist portal. Read more.
  • Customized Salesforce support, tool integration and custom tool development to streamline donor and program management. Read more.

The Roper Center For Public Opinion Research

  • Custom Salesforce build out to manage complex member relationships and data contributions. Read more.
  • Member management and process automation. Read more.

Grounded Solutions Network

  • Custom, advanced Salesforce development for streamlined client and program management processes. HomeKeeper 2.0 Case Study.

Bellingham Foodbank

  • Custom development, integrating Classy with Salesforce NPSP to improve contact and donation tracking. Read our case study about the custom, responsive, client intake form we built in Salesforce NPSP.

Washington Nonprofits

  • Improved Salesforce workflows and customized membership management processes.

Earth Corps

Washington Defender Association

  • Salesforce Nonprofit Success Pack implementation, membership management and website integration to increase automation and improve business processes. Read more.

The Stewardship Network at The University of New Hampshire

  • Improved volunteer management by customizing the Volunteers for Salesforce App.

The City of Everett, Washington

  • Custom functionality for the City of Everett’s Business & Occupation Tax System. Read more.

Washington Global Health Alliance

  • Personalized coaching, reporting assistance, and improved event tracking through automated ticket sale management. Learn more.

The Foundation for International Understanding Through Students

  • Salesforce support (events and online donations).

NetHope

  • Business and CRM process review, transition to Lightning and Salesforce support and enhancements such as member engagement. Read More.

The City of Renton, Washington

  • Business and Occupation Tax system implementation, customization and integration with tax filing portal. Read More.

The City of Shoreline, Washington

  • Business and Occupation Tax system implementation, customization and integration with tax filing portal.

Performing Arts Center Eastside

  • Data migration from Raiser’s Edge to Salesforce Nonprofit Success Pack.

Kôr Community Land Trust

  • Homeownership Application with HomeKeeper integration. Read More.

Chhaya CDC

  • Streamline online intake process for 1-1 Housing Counseling in HomeKeeper. Read More.

Community Action Partnership of San Bernardino County

  • Community Cloud Client Intake system for better data collection and reporting across affiliated food banks. Read More.

Second Harvest of Silicon Valley

  • Custom development for volunteers calendar. Read More.

School’s Out Washington

Hilltop House

  • Property and Resident Management System. Read More.

Wellspring Family Services

  • Program and Case Management using Salesforce Nonprofit Cloud. Read More.

Americares

  • Implementation of Nonprofit Success Pack and API integration with external inventory management system.

City of Boston

  • Business Process Review and HomeKeeper Adoption Consulting

EarthGen

  • Salesforce Program Management Process Improvements. Read More.