Nonprofit Experts. Salesforce Pros.

We Love Helping Nonprofits Make the Most of Salesforce

How effective is Salesforce at supporting your organization? During a free consult, we’ll discuss your goals, diagnose challenges, and plan efficient solutions to grow your nonprofit’s impact!

AppExchange Review Score

Kat Roley: Client Success Manager

Raise More Money, Serve More Clients, and Track Better Data!

Use this free Nonprofit Toolkit and coaching call to review the health of your Salesforce, create a Roadmap to grow your impact, and evaluate the use of AI in fundraising. Set your unique organization up to be the best in class!

5 Step Guide

Raise More Money, Serve More Clients, and Track Better Data!

Discover how a free Salesforce audit can help your business leverage its Salesforce environment to its fullest potential—sign up now!

5 Step Guide
Meet Our Clients

Why You Need A Salesforce Audit:

Salesforce is an incredibly powerful tool that helps businesses manage customer data and streamline sales and marketing processes. However, as your business grows, so does the complexity of your Salesforce environment. This growth can lead to inefficiencies, security risks, and misalignments with your business goals. A Salesforce audit is essential to ensure your platform remains optimized for peak performance and effectiveness.

Benefits of a Salesforce Audit:

  • Enhanced Performance: Identify and fix issues causing slowdowns or errors, leading to a smoother, more reliable user experience.
  • Improved Security: Detect and mitigate security risks by adjusting data access permissions and addressing platform vulnerabilities.
  • Strategic Alignment: Align your Salesforce environment with your business objectives to boost productivity, user adoption, and reduce maintenance costs.

By regularly auditing your Salesforce setup, you can maximize your investment and ensure your platform supports your business growth efficiently and securely.

WHAT’S INCLUDED:

A Salesforce audit is a thorough review conducted by a team of experts to evaluate and optimize your Salesforce environment. Here's what you can expect:

Audit Process:

  • Configuration Review: Analyze the setup and configuration of your Salesforce instance to identify inefficiencies.
  • Data Quality Assessment: Evaluate the accuracy, completeness, and reliability of your data.
  • Security Protocol Evaluation: Examine security measures and access controls to protect sensitive information.
  • Business Process Evaluation: Review your business processes to find opportunities for better Salesforce utilization.

Deliverables:

  • Comprehensive Report: Detailed findings highlighting pain points and areas for improvement.
  • Optimization Recommendations: Actionable steps to enhance platform performance and security.
  • Implementation Roadmap: A strategic plan for applying the recommendations to achieve optimal results.

By conducting a Salesforce audit, you'll gain a clear understanding of your platform's health and receive expert guidance to make it more effective and secure.

Register for a Free Salesforce Audit

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WHAT DO PROLOCITY CLIENTS SAY?
Archdiocese for the Military, USA

"The Prolocity team is super knowledgeable about the platform and the many different solutions that are available. They have taken the time to really understand our organization and our needs and off of that have come up with solutions that work for all parties. They have helped us consolidate some duplicate apps and processes that were not serving us very well to save both time and money. The Prolocity team keeps track of our needs and their priority with a very clear system. The team is flexible to move things up or down in priority as needed. Their communication is great and they make sure all parties truly understand what is going on instead of drowning us in "tech speak". "

-Ashley Burns, Archdiocese for the Military, USA

ChildBridge

"Prolocity is excellent at working with the customer and understanding their need. The team takes the time to evaluate a situation, then recommend best practices for the long term. They are very responsive to needs and able to pivot as things come up!”

-Katie, ChildBridge

SFS

"Going on 3 years, Prolocity has been pivotal and immensely helpful in the ongoing development of our systems. Marci Noonan has personally saved our organization an incredible amount of time and expense by always having a solution to our unique needs. Prolocity has time and again gone beyond my expectations. I wholeheartedly recommend their services to other organizations."

-Daren Childs , School for Field Studies

JAG

"The Prolocity team often goes above and beyond what they are contractually obligated to do. They not only meet the goals and needs at hand, they work to learn about your organization and problem-solve to help create the best user experience possible from the most limited user to the admin user. They truly become partners in the work my company is doing and are a great asset to the success we are experiencing."

-Melissa Lanham , JAG

ABRE

"Prolocity has been awesome to work with. They are a true thought partner as we bring a vision and ideas and they work with us to find a solution that works with our business as well as Salesforce."

-Kelley Havens, Abre

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What Do Prolocity Clients Say?

AppExchange Review Score

"Prolocity is excellent at working with us and understanding our need. The team takes the time to evaluate a situation, then recommend best practices for the long term. They are very responsive to needs and able to pivot as things come up!”
-Katie, ChildBridge

Child Bridge

"The Prolocity team is super knowledgeable about the platform and the many different solutions that are available. They have taken the time to really understand our organization and our needs and off of that have come up with solutions that work for all parties. Their communication is great and they make sure all parties truly understand what is going on instead of drowning us in 'tech speak'. "
- Ashley Burns, Archdiocese for the Military, USA

AFTMSUSA

"Going on 3 years, Prolocity has been pivotal and immensely helpful in the ongoing development of our systems. They have saved our organization an incredible amount of time and expense by always having a solution to our unique needs. Prolocity has time and again gone beyond my expectations. I wholeheartedly recommend their services to other organizations."
- Daren Childs , School for Field Studies

SFS

"The Prolocity team often goes above and beyond what they are contractually obligated to do. They not only meet the goals and needs at hand, they work to learn about your organization and problem-solve to help create the best user experience possible from the most limited user to the admin user. They truly become partners in the work my company is doing and are a great asset to the success we are experiencing."
- Melissa Lanham, JAGJag

Nick Lyndon - Nonprofit Managed Services Lead

Meet Our Nonprofit Managed Services Lead!

After 15 years in the nonprofit industry and having now worked with 100+ nonprofits, I understand that Salesforce can be both an amazing tool to spur growth AND an absolute headache. What my team and I love more than anything is helping nonprofits like you better use Salesforce to boost efficiency and impact to reach another child, another family, another life. Can we help?

Meet Our Nonprofit Managed Services Lead!

With over 15 years in nonprofit roles like Director of Advancement and COO, Nick now uses his 16 Salesforce certifications to boost efficiency and impact. He and his team are passionate about helping organizations leverage Salesforce for good, spreading hope and opportunity.

Nick Lyndon - Nonprofit Managed Services Lead
Meet Our Clients

Nonprofit Experts. Salesforce Pros.

Interested in a free health check to learn how you can better use your system? Improvement doesn’t happen overnight. Let’s meet to look your Salesforce. During a free consult, I can help you identify easy and low cost improvements. We’ll discuss your goals, diagnose challenges, and plan efficient solutions to grow your nonprofit’s impact!