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Managed Services for Salesforce Administration

Our Customer Success team offers a managed services package that includes a dedicated staff member who provides up to 20 hours per week in system administration for your organization. For a flat fee, your nonprofit can enjoy the benefits of a fully-loaded Salesforce administrator without the risks. Rather than waste precious budget resources recruiting an internal hire, you’ll gain access to our firm’s full roster of Salesforce experts with niche skill sets in Einstein Analytics, Exponent Case Management, and other third party applications.

Dedicated staff who know your system

With managed services, you receive support for ongoing user management, troubleshooting, configuration requests, report building, staff training, system monitoring, optimization analysis and recommendations. Our Managed Services Consultants and Associates are based in the U.S. and respond to your requests within the same business day. Their time is reserved for your organization, so you benefit from their ongoing knowledge of your organization’s systems. Plus, every managed services customer receives quarterly reviews with the Director of Customer Success to ensure your budget is on track usage and adjust accordingly.

Contact us to learn more about whether managed services is right for your organization.

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CRM & Analytics Implementation

Dedicated to Social Change

With over 1000 projects under our belts, we bring together deep nonprofit expertise to build your organization software and services that will amplify your work in service of your mission. As we believe in providing whole organization solutions, we offer services across all processes and roles in your organization. All organizations can benefit from using data to improve their programs, so we provide solutions right for small, medium, and large organizations.

Getting Started with Nonprofit CRM and Fundraising

Our approach is designed for getting you organization up and running on Salesforce for donor management and basic CRM, tailored to your organization’s fundraising and contact management needs. Leveraging the Nonprofit Success Pack (NPSP), you’ll be able to:

  • Manage individual donor information, including contact information, households, and affiliated contacts
  • Track corporate or organization donors, including contacts connected to that organization, and focus areas
  • Record donations, including memberships and recurring donations
  • Manage grants, including tasks, deadlines, and payments
  • Organize general contacts, such as partners
  • Automatically track past email communications on related contact records
  • Set tasks, events, and reminders and relate them to any contact, donation, or grant
  • Record tasks, events, meetings, and calls related to any contact, donation, or grant
  • Run reports on any data that you put in the system and filter based on any field
  • Create dashboards based on any set of multiple reports

QuickConsults for Flexible Cost-Effective Implementations

Exponent Partners developed the QuickConsult service to provide organizations an accessible way to build simple custom Salesforce solutions that support your unique processes and organizational data tracking. A dedicated CRM consultant focuses on your project over a short period of time to deliver you a system that your team can start using immediately. QuickConsults include only configuration to make your solution as cost-effective as possible and provide you with the greatest potential to self-manage your solution.

Application Installation

After 1000 projects, we’ve developed deep knowledge about the best apps for nonprofits. Our consultants keep up to date on the latest functionality so that we can effectively implement the application of your choice or recommend the best options for your needs.

Custom Implementations

Exponent Partners offers CRM services for all sizes and types of custom solutions from small program tracking implementations to large enterprise-scale systems. Our consultants are skilled in both Exponent Scrum (our version of an Agile methodology) and more traditional Exponent Design-Build-Adopt methodologies, and we’ll recommend what’s best for your project. Our team includes all the skills you need for complete Salesforce customization, including business analysts, consultants, software developers, quality assurance resources, and data migration specialists. Our experience extends from custom solutions used by local community-based organizations to systems used by 100,000+ users and across the world.

Advanced Analytics

Business intelligence (BI) is a term that refers to a class of tools and techniques that allow you to consolidate data of interest. It provides sophisticated reporting, graphic visualization via charts, graphs and maps, and rapid analysis of large and/or complex data. It is often extended to include the tools needed to migrate, consolidate and house the data, which often comes from multiple data sources and requires preparation for optimal reporting and analysis. You might consider business intelligence if achieving your mission and improving your programs requires:

  • Tracking trends over time involving multiple variables (example: student performance over time, student performance by mentor)
  • Using statistical methods to compare your data to a superset (example: client progress relative to a cohort, such as residents of a region or of a particular demographic)
  • Visualizing data using charts and graphs plotting multiple data dimensions
  • Mapping data geographically
  • Providing external stakeholders such as funders, affiliates, volunteers with access to customized views of data in reports and dashboards
  • Consolidating large, external data sets correlated with your operational metrics (example: impact data).

A next generation Business Intelligence tool, the Einstein Analytics© features a dynamic visualization engine so that information is displayed in a way that helps you learn as you go. Einstein Analytics© provides a cloud data warehouse, data mart, and business intelligence solution pre-integrated into the Salesforce App platform. Our consultants have broad experience with multiple business intelligence tools, including integration with Salesforce. We have 2 Einstein Analytics© certified consultants, and have expertise designing BI solutions for individual organizations and collaboratives.

Custom Application Development

Our CRM applications for COA, Beyond 12, and the Homekeeper National Data Hub offer fully-featured applications that organizations can present and distribute to clients or partner organizations. Using the same resources and capabilities described above in custom implementations, we can work with you to design, build, and then package an application that engages your constituents and offers a unique service as part of your mission.

Systems Integration

The powerful Salesforce API provides a platform for building a broad set of integrations between Salesforce and other systems to realize whole organization solutions. We’ve integrated a host of systems, such as accounting, ERP, EMR, and others, and have built out a comprehensive toolkit for integrations of this nature.

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Strategy

Strategy for a Results-Focused Organization

We know that nonprofits are strapped for resources, especially when it comes to technology. That often means that you don’t have the bandwidth or resources to set a strategy, but you recognize the importance of technology to the future of your organization. Our technology experts will partner with your staff, who are experts in your mission, to effectively chart a course through important technology decisions for your organization.

Strategy for All Stages

Your organization may have a complex set of systems that you are looking to consolidate, or you might be looking to move from spreadsheets to a brand-new system. You might have just begun to track metrics, you might be monitoring your organization’s performance, or you might be managing to outcomes. No matter where you are on this spectrum, we can help you create an approach to technology that supports your mission now and in the future.

Whole Organization Strategy

As your organization and its programs grow, you’ll want to manage more organizational processes with efficient and effective systems. A whole organization strategy brings all of your data into one system so you can understand performance in all facets, including across all your departments (programs, finance, human resources, development, etc.). You also want to see the interplay of these areas so that your staff can work cohesively. Each strategy we develop takes into account this whole organization mindset and recommends systems structures for your entire nonprofit.

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Planning

Preparation Leads to Better Results

Our planning engagement and phases are key steps to deeply understand your business processes and build a solution tailored to your organization.

Business Process Analysis

Analyzing your organization’s processes is the core of each planning project. Understanding how your staff does its work and the data you need to collect ensure we translate your needs into the best system design. This has been a long-accepted technique for building successful enterprise software, but often developers building for nonprofits take shortcuts in understanding the unique aspects of these organizations as a whole, not to mention individual variations. Our consultants are experts in business process analysis and apply it in our planning engagements and phases to make sure your solution is as unique as your organization.

Planning Engagements

For organizations with more complex system requirements, we offer planning engagements. These engagements are also beneficial when you are unsure what solution you need, and/or you’d like a more in-depth assessment of the full cost of an extensive system. Projects consist of discovery, requirement analysis, design, and recommendations. If you’d like to pursue an Agile methodology for your project, it will also consist of user story development.