Get up and running fast with the Salesforce Nonprofit Success Pack.
From training to consulting, we can help you optimize Salesforce.
Maximize effectiveness based on your unique tasks and requirements.
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:
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.
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.
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.
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.”
“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 Implementation and Customization
Accounting and Fundraising Integration