Salesforce solutions tailored for the social sector
From first implementation to ongoing optimisation — every service we offer is built around helping your team do more mission work with less operational friction. Now serving NGOs across India and Europe.
Salesforce NPSP Implementation
The Nonprofit Success Pack (NPSP) is the foundation of the Salesforce ecosystem for NGOs. We implement, configure, and customise NPSP to match your organisation's exact workflows — from household management to donation processing. Our team handles everything from data migration and deduplication to custom objects, validation rules, and user permissions — so your team inherits a clean, intuitive system on day one.
Full NPSP configuration for donor, household & gift management Historical data migration from Excel, Tally, or legacy CRMs Custom automation for receipts, renewals, and acknowledgements Role-based access controls for field teams, management, & board Power of Us Programme setup — 10 free licences for eligible NGOs
Salesforce NPSP Implementation
Donor Engagement & Fundraising
Retaining donors is more cost-effective than acquiring new ones — yet most NGOs treat every donor the same. We build personalised, automated donor journeys that nurture relationships at scale, improving retention and lifetime value.
From welcome series to lapsed donor win-back campaigns, we design and implement the full donor communications stack using Salesforce Marketing Cloud and Pardot.
Fundraising Impact
Impact Reporting & Analytics
Your funders and board need to see impact — not just activity. We build dashboards and automated reports that turn your programme data into compelling narratives, tailored for different audiences.
Impact Reporting & Analytics
Program & Case Management
Managing beneficiaries across geographies, programmes, and field teams is a complex challenge. We build scalable case management systems that give your field teams a mobile-first experience and your leadership real-time programme visibility.
Field Operations Impact
Integrations & Data Migration
Salesforce doesn't work in isolation. We connect your CRM to the rest of your technology stack — payment gateways, accounting software, HR tools, third-party portals — so data flows automatically and nothing falls through the cracks.
Integration Scope
Training & Change Management
A perfect implementation fails if your team doesn't adopt it. That's why we invest as heavily in your people as in your technology. Our training programmes are designed for nonprofit staff — not Salesforce admins.
Adoption Outcomes
Built for the European nonprofit market
GDPR, cross-border operations, ESG reporting — the compliance and fundraising demands of European NGOs are distinct. These services are built specifically to address them.
GDPR-Compliant CRM Setup
Nearly 80% of donors say they would stop giving to a charity that suffered a data breach. In Europe, GDPR isn't just a legal obligation — it's a fundamental trust signal. Most NGOs manage donor consent across spreadsheets and disconnected tools, creating serious exposure.
We build your Salesforce instance to be GDPR-compliant from day one — so every donor interaction is properly consented, every data request is traceable, and your organisation is protected.
Why This Matters
Multi-Country Operations
Running programmes across the UK, Germany, Netherlands, and beyond means juggling different VAT rules, gift-aid equivalents, currency conversions, regulatory reporting frameworks, and language requirements — typically stitched together with spreadsheets and prayer.
We build unified Salesforce platforms that let pan-European NGOs manage all their geographies from a single source of truth, with country-specific compliance built in.
Markets We Support
ESG & SDG Impact Reporting
European institutional funders and corporate ESG partners now require quantified, auditable, SDG-aligned impact data before committing grants or partnerships. NGOs that can't produce this in a structured format consistently lose out to those who can.
We build impact measurement frameworks directly in Salesforce — so your outcomes data is always clean, always current, and always ready to present to a funder.
ESG Reporting Impact
Find the right fit for your organisation
- NPSP configuration (standard)
- Up to 5,000 donor records migrated
- 2 custom reports / dashboards
- 8 hours of training
- 30-day post-launch support
- Everything in Starter
- Custom automation & workflows
- Payment gateway integration
- Donor engagement journeys
- Compliance reporting (FCRA / CSR)
- 90-day support
- Everything in Growth
- Marketing Cloud / Pardot
- Field & mobile app deployment
- MuleSoft / custom integrations
- Full change management programme
- Dedicated Client Success Manager
Not sure which service you need?
Let us do a free 2-hour discovery workshop with your team. We'll map your processes, identify gaps, and recommend the right solution — with no obligation.