Implementations

Need to implement a fundraising solution? Need to update Salesforce to your current business processes? Need to integrate a third party app? We can help you. The Shujaa team can help you scope and implement stand alone projects. Some project areas include:

Individual Giving Fundraising – Non Profit Success Pack (NPSP), Affinaquest, Online Donation integrations

Email Marketing – Pardot, Mailchimp data integration

Grant Proposal Pipeline Development – Revenue forecasting and tracking

Project/Program Management – Project Management – lite system

Contract Management  – Contract approval management

HR Data Management – Onboarding and Offboarding processes

3rd Party Integrations – OFAC Software with Salesforce, Box for Salesforce, Docusign etc.

Custom Business process – Utilizing standard Salesforce components or developing custom functionality.

We work with you to understand your needs and prioritize your ideal system. As the old adage goes “Rome wasn’t built in a day”; the same is true for a system like Salesforce. We work with you to decide on what is the highest and best use of the system to create the most value for your organization. That could mean working with you to help map out business processes, adjust manual processes to be automated processes or help you decide on new processes to implement.

In every project we help you set up Salesforce to work for you and your organization. That includes reviewing data security, access, data storage and training for you and your users so that you are set up for long term success!