At Beyond the Horizon (BTH), we specialize in Salesforce implementation and solution services, as well as nonprofit expertise. As a Salesforce Premium Partner, we know the ins and outs of delivering high-quality, budget-friendly, and timely solutions—and the importance of using them as a force for good. Ready to embark on your Salesforce implementation journey?
Tailored Salesforce Implementation Services
Our Approach to Salesforce Implementation
Instead of simply migrating you from one system to another, the BTH team considers all relevant business units when approaching each project. We’ll set you up for success in seven steps:
- Preparation. Secure executive buy-in, establish project responsibilities, agree on expectations, and develop communication protocols for the implementation process.
- Discovery. Meet with your Salesforce Solution Consultant to discuss your most pressing needs.
- Requirements Review. Receive Salesforce solution recommendations based on requirements identified from your stakeholders’ feedback. Review these recommendations for approval or updates.
- Development and Data Migration. Sit back while our team gets to work. We’ll configure your Salesforce system and migrate your data using a flexible schedule that minimizes disruption to your staff and volunteer workflow.
- Testing and Quality Assurance (QA). Invite a select group of your nonprofit’s users to test out your new Salesforce system. Ensure everything works as expected before opening up access to everyone.
- Go-Live. As they begin to use the new environment, allow your Salesforce Solution Consultant to train all users on using your new configuration. Alternatively, we can train a select number of “Power Users” who will become helpful resources for their peers.
- Ongoing Administration. After implementation, we’ll conduct regular check-ins with your users to collect their feedback and provide support where needed.
Salesforce Solutions Tailored To Your Organization
At BTH, we go beyond Salesforce implementation—consider us your partner in designing a system that will serve you today and scale for your future. We offer solutions that leverage native Salesforce functionality wherever possible, use additional applications when it’s more efficient than reinventing the wheel, and employ custom development when doing so will best meet your organization’s needs.
Here are just a few of the solutions we’ll provide your nonprofit:
- Fundraising & Resource Development: Implement a system that supports critical functions for sustaining your nonprofit’s operations. Use Salesforce for nonprofits to facilitate gift processing, donor cultivation, solicitation, stewardship, online donations, automation, and more.
- Grants Management: Streamline impact measurement and data-driven reporting with requirement and deliverables tracking, grant application processing, measurable outcome tracking, collaborative application review, and more.
- Program Management: From program logistics to delivery to analysis, your nonprofit needs the right technology to manage its offerings. Access tools to manage program participants, track cohorts, and monitor session attendance.
- Event Management: Looking to host a next-level event for your cause? Salesforce for nonprofits is purpose-built to help you streamline invitations, event registration, ticket levels, check-in and attendance tracking, and communication with event participants.
- Volunteer Management: Leverage robust tools to recruit, manage, and retain volunteers for your nonprofit. We implement solutions to support your nonprofit as you host volunteer events, manage volunteer shifts, create waivers, track skills, develop event calendars, and facilitate event sign-up.
- Finance: Consolidate data between your CRM and accounting system through Salesforce’s Accounting Subledger, which enhances the interoperability of nonprofit systems and recordkeeping.
Not to mention, we help your nonprofit use these capabilities to grow through dedicated Data Insights and Marketing and Automation services.
Salesforce Implementation Backed By Nonprofit Expertise
At BTH, our consultants not only understand technology—we know nonprofits. We speak your language and know the common pain points that nonprofit staff experience every day.
Pairing our nonprofit backgrounds with technology know-how, we’re dedicated to driving results for our clients through a proven methodology. Don’t let outdated legacy systems hold you back—partner with a trusted advisor who has the capability and experience to help your nonprofit raise more and elevate its impact.
Additional Services
Engagement Strategy
We work with you to identify key audience segments, ensure a seamless user experience for your constituents, and establish measurable goals to optimize your marketing tactic to drive growth.
Data Insights
We use industry defined data analytics methodology to help you get an insight into your data. Our goal is to unleash your ability to create a 360 degree view of your constituents to drive engagement, growth, and impact for your organization.
Ongoing Support and Partnership
Whether it’s ongoing support or staff enablement, we will be with you every step of the way to maximize your investment and set you up for ongoing success.