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!

This free Nonprofit Toolkit and coaching call will help you create a Salesforce roadmap and set you on a path to grow your nonprofit’s impact. Evaluate your needs, set goals, and establish a timeline. Set your unique organization up to be the best in class!

5 Step Guide

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

This free Nonprofit Toolkit and coaching call will help you create a Salesforce roadmap and set you on a path to grow your nonprofit’s impact. Evaluate your needs, set goals, and establish a timeline. Set your unique organization up to be the best in class!

5 Step Guide
Meet Our Clients

WHY CREATE A ROADMAP:

Salesforce is a powerful tool, but without a well-defined Salesforce strategic roadmap, you'll find yourself missing opportunities and frustrated by a lack of progress. A roadmap helps your nonprofit:

  • Align Strategically: Leverage your CRM system for your organization's strategic objectives and plan for Salesforce integrations.
  • Improve Productivity: Identify and address pain points, gaps, and inefficiencies within your Salesforce instance.
  • Stay Best in Class: Adapt to evolving realities, emerging technologies, and changing demands.

WHAT’S INCLUDED:

  • Expert Guidance: Learn from Salesforce professionals with a track record of leading thousands of clients to successful outcomes.
  • Step-by-Step Strategies: This user-friendly guide and workbook breaks down the process into manageable steps.
  • Actionable Tips: Implement practical tips to align your Salesforce roadmap seamlessly with your business goals.
  • Coaching Call: Need help navigating your roadmap? Let us be your guide! Benefit from a complimentary coaching call, tailored to deliver personalized advice and recommendations.

Download the Toolkit

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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!