Free Nonprofit Toolkit

WHY USE THIS TOOLKIT:

Salesforce is a powerful tool. Without a strategic roadmap and health check, you could be missing opportunities and become frustrated by a lack of progress. You risk having a ticking time bomb right under your critical processes. This toolkit 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 processes into manageable steps.
Actionable Tips: Implement practical tips to align Salesforce with your goals and leverage new technology like AI effectively.
Coaching Call: Need help navigating this toolkit? Let us be your guide! Benefit from a complimentary coaching call, tailored to deliver personalized advice and recommendations.

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

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