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Salesforce

The Salesforce partners who know nonprofits inside and out

Whether you’re considering a move to Salesforce or optimizing your existing instance, we’ll match your system to your mission, then train your team to run it confidently.

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  • 61

    Salesforce projects completed

  • 5-Star

    2026 AgentExchange rating

  • 89

    Salesforce certifications

What we do

Nonprofit Salesforce Services

Salesforce is one of the most powerful CRM platforms on the market. With an extensive network of tried-and-tested integrations, Salesforce is a go-to for nonprofits using tech to amplify their impact.

Salesforce Implementations

Let’s talk solutioning

We’ll put 12 years of nonprofit implementation experience to work, helping you decide whether Salesforce is the right solution for your organization. Then we’ll build your instance to reflect your fundraising and operating model.

  • Technology Roadmaps

    In-depth reviews of your tools and processes to identify the essential platforms and integrations, separate them from the nice-to-haves, and give you a clear picture of your expected Salesforce investment

  • Salesforce Implementations

    Fully guided implementations from requirements gathering through go-live, including system configuration, full or partial data migration, integration of your core fundraising and operations tools, and training for your team Supported Clouds: Nonprofit Cloud, Sales Cloud, Marketing Cloud, Service Cloud, Experience Cloud

  • Salesforce Data Migrations

    Full or partial migrations from legacy platforms like Raiser’s Edge and DonorPerfect, with your data cleaned up and structured for how your team works in Salesforce

  • Nonprofit Tool Integrations

    Connections between Salesforce and the systems you rely on most, from giving platforms and event ticketing to wealth screening, membership, volunteer management, and business intelligence tools

  • Native Salesforce Solutions

    Implementation and configuration of Salesforce-native tools that power key operations including event management, grants, and forms processing

Related content

The CauseMic team is a delight to work with. They’re very organized, which helps my team keep track of 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.

Ongoing Salesforce Support

Let’s talk support

Not sure you're getting the most out of your existing Salesforce instance? We'll help you make it work harder for your team with system enhancements, optimizations, and ongoing maintenance.

  • System Enhancements

    Evaluation and rollout of new Salesforce features and automations as your use of the platform expands

  • Salesforce Optimizations

    Refinements based on your performance data from sources like landing pages, donation pages, and other public-facing materials

  • Managed Services

    Ongoing maintenance of your Salesforce instance, including security updates, user administration, data hygiene, reporting, and troubleshooting

Related content

CauseMic is a trusted and reliable partner. They ask really good questions and work to understand our long-term goals to make sure we're selecting and building the best solution. They're also fun to work with.

Salesforce Training

Let’s talk training

Salesforce isn't built for the casual user. We’ll help your team get past the steep learning curve and understand their role in using and maintaining the platform.

  • Training & Team Onboarding

    Customized group and individual training sessions, documentation, and post-launch support, so your team is confident using Salesforce independently

  • Salesforce Administrator Training

    Thorough, customized training from the same team that implemented or optimized your instance, covering the ins and outs of maintaining your unique system

Salesforce partners

Titan logo

Titan

We’re certified Titan partners, helping nonprofits build web portal, form, document, and e-signature solutions directly in Salesforce. No coding required.

Explore Titan

Veevart logo

Veevart

CauseMic is proud to partner with Veevart to bring leading fundraising, marketing, ticketing, point of sale, operations, and constituent management solutions to arts & cultural organizations that want to leverage the power of Salesforce.

Explore Veevart

Trusted by hundreds of nonprofits like

  • South Baltimore Gateway Partnership logo
  • Atlanta Humane Society logo
  • High Desert Museum logo
  • Partners In Health logo
  • Surfrider Foundation logo
  • ASAP logo
  • Arizona Humane Society logo

Success stories

Salesforce Case Studies

See our Salesforce work in action, powering nonprofit fundraising, programs, and operations.

  • A man doing stand up

    Case StudyArmed Services Arts Partnership

    Manual Spreadsheets Couldn't Keep Up With Program Growth

    With demand outpacing capacity, ASAP tracked applications, attendance, and surveys by hand across disconnected tools. CauseMic's connected Salesforce and FormAssembly system helped enrollment grow more than 5x without adding proportional staff.

    • Arts & Culture
    • Health & Human Services
    • Process
    • Salesforce
    Read the case study about Manual Spreadsheets Couldn't Keep Up With Program Growth
  • A kitten held by a volunteer

    Case StudyAtlanta Humane Society

    Botched CRM Migration Left Data Impossible to Trust

    A flawed migration from Raiser's Edge left 500+ undocumented rollups and no soft-credit standard, making donor data untrustworthy. CauseMic rebuilt AHS's Salesforce instance and added lasting governance so they can trust their data again.

    • Animal Welfare
    • Salesforce
    • Volunteer Management
    Read the case study about Botched CRM Migration Left Data Impossible to Trust
  • Two fishermen sit on a dock

    Case StudySouth Baltimore Gateway Partnership

    Disparate Systems Brought Grant Management to a Crawl

    SBGP's legacy systems left grant data scattered across platforms with no source of truth. Using Salesforce and Titan, CauseMic transformed SBGP's grant process so they can award community funds faster, with more accurate reporting.

    • Government Adjacent
    • Grants
    • Salesforce
    • Titan
    Read the case study about Disparate Systems Brought Grant Management to a Crawl
  • A barn owl flapping its wings

    Case StudyHigh Desert Museum

    Outdated CRM and Ticketing Systems Put Growth at Risk

    High Desert Museum was thriving, but their legacy Blackbaud system was stuck in the past, leaving their team buried in manual work. With a looming contract deadline, they tapped CauseMic to migrate their system to a unified platform in just six months.

    • Arts & Culture
    • Salesforce
    • Veevart
    Read the case study about Outdated CRM and Ticketing Systems Put Growth at Risk
  • Smiling woman

    Case StudyMillennium Trust Company

    Digital Marketing Gaps Impacted Retention and Growth

    MTC needed to re-engage clients with idle retirement accounts, but an underused Salesforce instance limited targeted outreach. CauseMic reengaged their system with automated campaigns to boost engagement and retention.

    • Campaigns
    • Financial Services
    • Nonprofit Adjacent
    • Salesforce
    • Strategy
    Read the case study about Digital Marketing Gaps Impacted Retention and Growth

  • Case StudyCommunity Resource Center of Teton Valley

    Client Intake Process Overwhelmed by 400% Surge in Demand

    When a regional crisis nonprofit's in-person intake process was put to the test, it failed. CauseMic launched a four-day Salesforce and FormAssembly implementation to digitize applications and scale capacity.

    • Community & Youth
    • CRM Implementation
    • Health & Human Services
    • Salesforce
    Read the case study about Client Intake Process Overwhelmed by 400% Surge in Demand

View all case studies

Frequently Asked Questions

A typical nonprofit Salesforce implementation costs around $60,000, but that cost can scale up or down based on the complexity of your data, and the number of integrations you need, etc.

Most implementations take about six months to complete. Timelines shift based on scope, data migration needs, and your team's availability.

Not necessarily. Through Salesforce’s Power of Us Program, eligible nonprofits can receive 10 free Salesforce licenses, making enterprise-grade technology accessible for smaller orgs. However, small nonprofits should check that they have budget and staffing to maintain the platform, and that their data complexity and integrations justify the investment before moving forward with Salesforce. We can help you determine if Salesforce or another CRM is right for you.

Our team of technology experts comes from the nonprofit industry, and deeply understand the processes, tools, and use cases inherent with nonprofit organizations. We speak your language, and translate Salesforce’s profit-focused terminology into nonprofit language and customize Salesforce data structure to meet your specific needs.

Unlike Salesforce-only partners, we work across multiple CRM platforms. That means we're not incentivized to recommend Salesforce simply because it's what we sell. We help you evaluate your options and select the CRM that best fits your organization's needs, goals, and budget. And when Salesforce is the right choice, we bring the expertise to implement it successfully.

A roadmap reviews your current tools and processes, then lays out the platforms, integrations, and budget your Salesforce investment will need. Deliverables include current and future systems maps, user stories, a platform comparison, an implementation plan, and a budget.

Find out if Salesforce is right for your nonprofit.

Talk with one of our nonprofit tech specialists about your goals, your current systems, and whether Salesforce is the right platform for you.

Let's get started