What We Offer

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.

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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
Start ImplementationSee Case Studies

Typical NPSP Outcomes

60%
Reduction in admin overhead
6wk
Average go-live timeline
99%
Data accuracy post-migration
10x
Faster donor lookup & reporting
NPSPFlowsData LoaderPower of UsLightning
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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.

Personalised email journeys based on donor segment and behaviour
Recurring giving programme setup and management
Campaign management with ROI tracking
Online donation portal with payment gateway integration
Donor segmentation, scoring, and predictive analytics
Explore This Service

Fundraising Impact

40%
Avg. increase in donor retention
2.5x
More recurring donors in year 1
35%
Higher email open rates
80%
Less manual comms work
Marketing CloudPardotJourney BuilderRazorpay
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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.

Custom Salesforce dashboards for board, management, and funders
Tableau CRM / Einstein Analytics for deep insights
FCRA, CSR, and grant compliance reporting — automated
Theory of Change and outcome mapping frameworks
Scheduled reports delivered to stakeholders automatically
Get a Demo

Reporting Efficiency

90%
Faster compliance report generation
Live
Real-time dashboards, always on
3wk
Saved per FCRA reporting cycle
100%
Audit-ready data at all times
Tableau CRMEinsteinReports APIFCRACSR
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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.

Beneficiary intake, enrollment, and outcome tracking
Mobile app for offline field data collection
Automated escalations, alerts, and case assignment
Multi-programme and multi-geography management
Volunteer management and scheduling
Explore This Service

Field Operations Impact

5x
Faster beneficiary data collection
Zero
Paper-based processes remaining
85%
Field team adoption within 30 days
Live
Programme dashboards for leadership
Service CloudSalesforce MobileFlow BuilderCommunity Cloud
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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.

Payment gateway integration: Razorpay, PayU, CCAvenue
Accounting sync: Tally, Zoho Books, QuickBooks
WhatsApp & SMS integrations for beneficiary communication
Government portal integrations (MCA, GiveIndia, iSPIRT)
Legacy CRM and spreadsheet data migration
Discuss Your Stack

Integration Scope

30+
Pre-built connectors available
API
Custom API builds for any system
Auto
Real-time data sync, no manual entry
99.9%
Uptime on production integrations
MuleSoftREST APIZapierTallyRazorpayWhatsApp
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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.

Role-based training for field staff, managers, and leaders
Admin empowerment — your team can manage their own system
Custom training videos and documentation in regional languages
Change management framework to drive adoption
90-day post-go-live support and optimisation
Plan Your Training

Adoption Outcomes

95%
Average platform adoption rate
30d
Time to full team proficiency
Hindi
Training available in regional languages
90d
Post-launch support included
TrailheadCustom LMSVideo GuidesHindiMarathi
European Practice

Built for the European nonprofit market

GDPR, cross-border operations, ESG reporting — the compliance and fundraising demands of European NGOs are distinct. These three services are built specifically to address them.

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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.

Salesforce consent management framework — opt-ins, opt-outs, preferences
Data Subject Rights automation — right to access, erasure, portability
Full audit trail for every data access and modification
Data retention policies and automated purge workflows
Breach notification readiness — documentation and response workflows
Compliance review documentation for DPA submissions
Book a GDPR AssessmentSee Case Studies

Why This Matters

€20M
Max GDPR fine — or 4% of global turnover
80%
Donors who'd stop giving after a data breach
69%
Donors worried about data security when giving
Day 1
GDPR compliance from first go-live, not as an afterthought
Salesforce ShieldConsent APIData MaskAudit TrailGDPR
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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.

Multi-currency donation processing and financial reporting
Country-specific compliance workflows — UK Gift Aid, German Spendenquittung
Multi-language interface and donor communications
Cross-border programme and beneficiary management
Consolidated HQ reporting with country-level drill-down
Role-based access for country teams vs. global leadership
Discuss Your Setup

Markets We Support

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United Kingdom — Gift Aid, Charity Commission
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Germany — Gemeinnützigkeit, Spendenquittung
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Netherlands — ANBI status, CBF standards
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EU-wide — GDPR, cross-border fund management
Multi-CurrencyMulti-OrgGift AidPardotMuleSoft
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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.

Theory of Change mapped to Salesforce data objects
SDG-aligned KPI frameworks (SDG 1, 3, 4, 5, 8, 10, 13, 17)
Automated grant reporting — one-click funder report generation
Corporate ESG partner dashboards with live data feeds
Tableau CRM visualisations for board and public impact reports
EU taxonomy-aligned social impact classification
Build Your Impact Framework

ESG Reporting Impact

17
UN SDGs mapped and tracked
1-click
Funder-ready grant reports on demand
Live
Real-time ESG dashboards for corporate partners
EU
Taxonomy-aligned social impact classification
Tableau CRMSDGsESGEinsteinEU Taxonomy
Engagement Models

Find the right fit for your organisation

For smaller NGOs
Starter
Get Salesforce up and running fast with our core NPSP setup package.
  • NPSP configuration (standard)
  • Up to 5,000 donor records migrated
  • 2 custom reports / dashboards
  • 8 hours of training
  • 30-day post-launch support
Get Started
For large organisations
Enterprise
Multi-cloud, multi-geography implementation with full change management.
  • Everything in Growth
  • Marketing Cloud / Pardot
  • Field & mobile app deployment
  • MuleSoft / custom integrations
  • Full change management programme
  • Dedicated Client Success Manager
Discuss Scope
Free Assessment

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.

Book Free Discovery Workshop See How Others Did It