QuickStarts

Salesforce QuickStarts
for Nonprofits

Say goodbye to spreadsheets and hello to streamlined processes in as little as 6 weeks with a Salesforce and Amp Impact QuickStart.

Drive your mission forward with our Salesforce® QuickStarts. Whether you’re directing fundraising activities, engaging donors, managing portfolios, programs, and project delivery, measuring impact and tracking outcomes, our Salesforce QuickStarts for Nonprofits will enable your organization to become more efficient in it’s day-to-day operations. Leverage scalable technology solutions to gain insights by centralizing your data, saving time by reducing manual tasks, and sharing your impact stories to stakeholders.

What are Salesforce QuickStarts?

A QuickStart is a standard implementation, designed for nonprofit organizations looking to get started on Salesforce. Leveraging Salesforce’s Power of Us program, offering free and discounted licenses, Vera’s QuickStarts offer a cost-effective way organizations can ditch spreadsheets and get up and running on Salesforce quickly.

In the early 2000’s, Salesforce created a program to help nonprofit organizations get up and running on Salesforce solutions. It is called the Power of Us Program and, 20+ years later, it continues to offer free and discounted licenses for qualifying nonprofit organizations. Power of Us is part of Salesforce’s 1-1-1 model, a commitment to giving back to the community. We can guide you through the process of obtaining free and discounted licenses to get you started.

Which QuickStart Implementation do you need?

We provide three different types of QuickStart packages for nonprofit organizations. Whether you are looking to improve the management of your incoming funds, build relationships and drive funder and donor engagement, manage portfolios, programs, track daily project operations, measure impact, or report back to key stakeholders, our solutions below provide opportunities for you to refocus on what matters most, with technology driving your mission forward.

QuickStarts for Portfolio Management and Impact Measurement

Transform your logical framework into actions by centralizing program, operational, and impact data in one system. Set up logical frameworks, define indicators, track indicator targets and results, and visualize progress over time. Create programs and projects with implementation plans, track activities in Gantt charts, and monitor budgets and spending. Aggregate project and program data at local, regional, national, and global levels using Salesforce Report and Dashboard capabilities. Assess portfolio performance and share your results and impact with all key stakeholders.

Add-ons available: Experience Cloud and Incoming Institutional grants.

QuickStarts for Portfolio Management and Impact Measurement

Transform your logical framework into actions by centralizing program, operational, and impact data in one system. Set up logical frameworks, define indicators, track indicator targets and results, and visualize progress over time. Create programs and projects with implementation plans, track activities in Gantt charts, and monitor budgets and spending. Aggregate project and program data at local, regional, national, and global levels using Salesforce Report and Dashboard capabilities. Assess portfolio performance and share your results and impact with all key stakeholders. Add-ons available: Experience Cloud and Incoming Institutional grants.

QuickStarts for Program Delivery and Outcomes

Plan, manage, deliver, and track your programs and services in one central location. Design programs, plan projects, and create sessions and schedules. Enroll participants, track attendance, and provide personalized participant experiences and assessments. Prepare reports on program success and project effectiveness, and share impact with funders and donors.

QuickStarts for Fundraising

Fundraisers can streamline their high-touch fundraising using the fundraising portfolio and donor profile features, use segmentation and source codes for mass market fundraising, and manage gifts with batch gift entry, designations, and soft credits.

QuickStarts for Fundraising

Effectively manage your relationships with individual donors and institutional funders. Streamline your high-touch fundraising with fundraising portfolio and donor profiles, use segmentation and source codes for mass market fundraising, and manage gifts with batch gift entry, designations, and soft credits.

Salesforce Nonprofit Cloud for Fundraising

If you are looking for a bit more from a QuickStarts for Nonprofits implementation, you can leverage our experience and expertise through Consulting Services to scale up from the start, such as enhanced visualizations or data analytics with Tableau or Power BI.

How do Vera’s Salesforce QuickStarts Work?

Our QuickStart approach has one aim: to get you up and running on Salesforce in a short timeframe, helping you unify your data in a single system, standardize your processes, work collaboratively, make data-driven decisions, and glean insights into organizational effectiveness.

Are you ready to elevate your mission and accelerate
your impact with Salesforce QuickStarts?

Do you already have a core Salesforce Solution for your nonprofit organization and are looking to expand functionality? Take advantage of our Consulting and Managed Services to scale up in line with your organizational growth.

Customer Success

Your success is our success. We think of our impact as the delta we affect in our clients’ impact. With a consistent average customer satisfaction score of over 4.8 out of 5 on the Salesforce AppExchange, we are proud to have served many amazing organizations and look forward to many more!
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Streamline Your Organization's Mission with a
Salesforce QuickStart from Vera Solutions

Our experienced consultants bring a wealth of sector and technical expertise, and you can get up and running on Salesforce in as little as 6 weeks.

Skill

A global team of highly skilled Salesforce Consultants with 300+ active certifications and counting.

Experience

Experience successfully delivering over 1,000+ projects in the social sector.

Customers

Over 420+ customers globally in US, Africa, India, Brazil, and Europe.

Global team

Consultants across 5 continents, covering more than 12 languages.

With over 14 years of experience serving nonprofits, Vera Solutions has been a leader in developing program management and impact measurement solutions on the Salesforce Platform, while building expertise across a wide range of Salesforce Clouds (Salesforce for Nonprofits, Experience Cloud, Sales Cloud, Service Cloud, Analytics Cloud, etc).

As a long-time Salesforce International Impact Partner we’ve been dedicated to the Salesforce ecosystem for 14 years. We are constantly on top of the Salesforce Platform’s latest features and enhancements and how they can be leveraged to support our clients’ missions.

Pledge 1%, a Vera Solutions client whom we’ve helped manage their data and programs.
Navigator Industry Specialist 2

Salesforce for Nonprofits best practice articles

We’re proud to have served amazing organizations from around the world. Each project has brought its own set of learnings. We’ve distilled and published some of our key learnings on our blog. Choose your topic, read our expert tips, and get in touch with any questions.

Salesforce Nonprofit Cloud And Amp Impact
16 Common Questions About Salesforce Nonprofit Cloud And Amp Impact

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Salesforce Consulting Partner
7 Criteria To Consider When Selecting A Salesforce Nonprofit Cloud Consulting Partner
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Amp Impact and Salesforce NPC
4 Ways Amp Impact Extends Salesforce Nonprofit Cloud For Grantmaking

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Amp Impact extend Salesforce Nonprofit Cloud
3 Ways Amp Impact Can Extend Salesforce Nonprofit Cloud For Programs

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Amp Impact and SDGs
Amp Impact: Driving Sustainable Development Goals (SDGs) Through Digital Insights
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Amp Impact
How Amp Impact Aligns With The NGO Reference Model
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Change Management
Change Management: assessing your readiness for technological change
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10 Criteria To Evaluate When Choosing A New Technology
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Prioritizing requirements in the NGO space
Prioritizing Requirements In The NGO Space – Know What You Need Before You Start Building A System
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FAQs

We are proud to have served over 420 organizations, of all sizes, across all regions, for the past 14 years. Dedicated to the nonprofit and social sector, we understand the challenges many organizations face in identifying and implementing the right solution to meet their needs. We have developed our QuickStart Services to help smaller organizations get up and running on the Salesforce platform with a standard set up as quickly as possible to start leveraging the capabilities of Salesforce.

A team of highly skilled, passionate, and experienced Salesforce Consultants, who have been implementing solutions with organizations exclusively in the not for profit sector for years. We have 300+ active Salesforce certifications and counting. We are a dedicated team located across 5 continents, covering more than 12 languages.

All our QuickStart options vary based on deliverables and associated costs. We offer further extended services, such as Consulting Services and Managed Services to take your newly implemented Solution even further. We’d be delighted to review the best options for you, simply leave your details below and we’ll do the rest.

Our QuickStarts are implemented in 4 steps. These are Project Kickoff, Minor Customization, Demo and Training, and Documentation. Further Consulting, Configuration and Managed Services options are also available upon request.

We work in all regions of the world. Our teams are located in the US, Brazil, UK, Switzerland, South Africa, and India

A Nonprofit Salesforce Consultant enhances organizations’ Salesforce usage through analysis, solution design, implementation, and ongoing support helping organizations improve their practices, from grant management, fundraising, program management,
project delivery, to impact measurement.

Salesforce’s secure data environment is trusted by 150,000 businesses and 55,000 nonprofits for cloud data management. Its ‘Clicks not Code’ interface provides easy navigation and customization.