Salesforce Nonprofit Consulting - CRM Donor Management

Increase your fundraising with Salesforce optimization.

Let AccuFund show you how to make the most of your CRM.

Rapid Implementation
Get up and running fast with the
Salesforce Nonprofit Success Pack.

Ongoing Support
From training to consulting, we can
help you optimize Salesforce.

Customized Solutions
Maximize effectiveness based on your
unique tasks and requirements.

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AccuFund combines its expertise in Salesforce and fundraising to help nonprofit organizations take full advantage of the CRM’s powerful donor management capabilities. We offer a wide range of options to suit your specific needs:

Quick Start—Salesforce Nonprofit Success Pack

AccuFund can help you integrate your data and configure all your automation services, so you can deploy a smart and effective Salesforce database as quickly as possible.

Salesforce Customization

Our experts can help you identify the automated workflows (e.g., sending donation receipts, grant deadline reminders, and scheduled daily donation reports) and fundraising metrics (annual giving goal per household, annual giving comparisons, consecutive giving years, etc.) that are most relevant for your organization.

We can also help you select programs and initiatives outside of fundraising that could benefit from tracking in Salesforce, such as individual at-home fundraising events, donor advised funds, online application processing, inventory tracking, moves management, collection routes, and more.

Salesforce Migration

AccuFund can help you migrate historical data into Salesforce from your current fundraising solutions and event platforms, even Excel spreadsheets. We’ll work closely with your team on data planning, mapping, and analysis to ensure a smooth implementation.

Salesforce Training and Support

Empower your staff with the knowledge and confidence they need to get the most from Salesforce. AccuFund consultants work closely with your team to ensure pain-free user adoption and understanding. We can also ensure your ongoing success with an appropriate support plan.

“The AccuFund connector has been a life saver…It allows me to reconcile my CRM to what I have in the bank and see that we're tracking properly.”

—Katharina Root, Bookkeeper, Friends of the Cumbres & Toltec Scenic Railroad, Inc.

Leading Nonprofits Trust AccuFund for Salesforce Optimization

“In the first year alone, we saw a 300% increase in online donations.”
–Robert Nomberg, President & CEO, Richmond Jewish Foundation

“AccuFund helped customize Salesforce into a logical, efficient system that provides superior data entry, navigation, and reporting to help us improve our overall management.”
—Mary Carroll Donahoe, United Neighborhood Centers

Salesforce Optimization Success Stories

Railroad

The Cumbres & Toltec Scenic Railroad

Salesforce Implementation and Customization

United Neighborhood Centers

United Neighborhood Centers

Salesforce Customization

Richmond Jewish Foundation

Richmond Jewish Foundation

Accounting and Fundraising Integration

Kids playing music

Kids in a New Groove

Fundraising with Salesforce

Beads for life

BeadforLife

Automation & Revenue Generation

Join Our Live Webinars and
Get All the Details.

We’ll tell you everything you need to know about using Salesforce for fundraising success.

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Let’s Get Started

We can help you turn Salesforce into a powerful donor management engine for growth.