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Nonprofit CRM Guide
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CauseMic brings nonprofit expertise to every Salesforce project, from strategy and migrations to custom implementations that grow your revenue and impact.
Want to know if Salesforce is the right solution for you?
61
Salesforce projects
completed
5-Star
AppExchange rating
89
Salesforce certifications in CauseMic’s extensive consultant network
WHY SALESFORCE
Salesforce is one of the most powerful CRM platforms on the market. With best-in-class integrations and automations, more nonprofits are turning to Salesforce to fuel their growth.
Unify donor and program data, volunteer records, and grant tracking in one platform for a clear, complete picture of your community.
Automate gift acknowledgments, donor stewardship, and reporting so your team can focus on the mission instead of manual data entry.
Salesforce connects with Fundraise Up, HubSpot, Classy, DonorSearch, Mailchimp, and thousands of other tools via the Salesforce AppExchange and native integrations.
Through Salesforce’s Power of Us Program, eligible nonprofits receive 10 free Salesforce licenses, making enterprise-grade technology accessible for less.
Between the Nonprofit Cloud, Nonprofit Success Pack, and third party packages like Nonprofit Accelerator and Nonprofit Patch, your Salesforce options can be confusing. We’ll break them down with you so you can confidently choose the best solution for your organization.
Our services
We don't just implement solutions and walk away. CauseMic provides strategic guidance, hands-on implementations, and ongoing managed support so your team can grow with your systems.
We'll lead your team through implementation from requirements gathering to go-live, configuring your system to fit your fundraising model and operations.
Migrating from Raiser's Edge, NGO Connect, Blackbaud, or a patchwork of spreadsheets? We'll handle the data mapping, migration, and validation, and work with you to keep your data clean and duplicate-free.
Keep your marketing, development, and program teams working with the same comprehensive data across Marketing Cloud, HubSpot, Mailchimp, and more. We'll help you select and implement the right integrations to get the job done.
If you're not sure how to get the best out of your existing Salesforce instance, we can help you implement improvements that unlock its full potential.
From custom grantmaking portals to integrations between Salesforce and grants administration products, we've got you covered.
We configure households, gift crediting, membership objects, and portfolio management so your development team always has the full picture.
Whether you're looking to integrate Salesforce with legacy software, use out-of-the-box program management tools, or create a custom tool for your unique needs, we've been there, built that.
We'll train your team to own and grow your Salesforce instance, not create long-term reliance on an agency partner.
CauseMic is proud to partner with Veevart to bring best-in-class fundraising, marketing, ticketing, operations, and constituent management solutions to cultural organizations on or considering Salesforce.
See how Veevart and Salesforce can take your organization’s growth to the next level.
Resources
We've put together the guides, case studies, and tools to help you decide confidently — and hit the ground running if you do choose Salesforce.
Download
We did the research, tested the features, and attended the demos—so you don’t have to.
Get the guideArticle
Not sure which platform is right for you? This article covers the key questions every nonprofit should answer before deciding.
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Free Resource
We wrote the book on how to leverage technology to quickly grow your revenue and impact.
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Case Study
When Surfrider's legacy CRM couldn't handle their chapter network, CauseMic migrated them to Salesforce NPSP, transforming how 85+ chapters track donors and volunteers.
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Case Study
When a poorly-implemented Salesforce instance left PIH unable to communicate with their support network, CauseMic overhauled their system and integrated HubSpot Marketing Hub to transform fundraising and operations.
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Case Study
With only six months to select, implement, and configure a replacement for Blackbaud Altru, CauseMic used Veevart and Salesforce to bring HDM’s critical functionality together in a single, user-friendly system.
Read moreCase Study
When requests for help surged 400% during the pandemic, a fast Salesforce implementation and FormAssembly integration let CRCTV serve more clients with the same staff.
Read moreArticle
Here’s how to get donors to fund your nonprofit’s Salesforce implementation.
Read moreOur Clients
Partnering with CauseMic for a digital transformation has been a game changer for us. Their expertise allowed us to scale our grassroots model. Since implementing our new systems, we’ve seen a 20% growth in membership and a 15% increase in volunteers—all without having to expand our marketing or fundraising teams.
Chad Nelson
CEO, Surfrider Foundation
CauseMic consultants are extremely knowledgeable and easy to work with. They speak with patience and clarity, which is much appreciated by the team. They were invaluable in guiding us through a complex decision-making process, helping us ask the right questions and make informed choices. Our team repeatedly said - "we couldn't do it without them." We would absolutely recommend them.
Kia Sullivan
Development Director, High Desert Museum
The CauseMic team is a delight to work with. They're very organized which helps my team keep on track with our share of work in each project, they outline multiple solutions with pros and cons for each so we can make an informed decision about which solution to implement, and they're flexible when new priorities emerge unexpectedly.
Tracey Mullane
Director of CRM Strategy & Optimizations, Partners in Health
As a verified Salesforce partner, our nonprofit technology consultants can help you evaluate your options, plan your implementation, and get your team up and running fast. Schedule a free strategy call today.