In our previous blog, we introduced QuickStarts for Nonprofits and explored the operational and data management challenges that nonprofit organizations frequently encounter. As organizations grow, tools like Excel and Google Forms can become unwieldy, requiring substantial staff time for data reorganization and reformatting. To improve efficiency and accountability, nonprofits are progressively adopting innovative digital solutions, and Salesforce has led the way in the nonprofit sector as the most widely adopted CRM platform.
With 14 years of experience in driving digital transformation for nonprofits, we’ve grappled with these challenges firsthand and collaborated with hundreds of organizations to overcome them. This experience inspired us to develop QuickStarts for Nonprofits, using Salesforce and Amp Impact. Salesforce is a robust, flexible, and scalable cloud-based CRM platform that can be configured using no-code/low-code tools to streamline data, automate processes, and support organizations of all sizes. Along with tailored industry solutions like Salesforce Nonprofit Cloud (NPC), it provides access to Salesforce AppExchange Apps, such as Amp Impact. Built on Salesforce, Amp Impact offers powerful functionality for Portfolio Management and Impact Measurement, centralizing data for strategic planning, projects and programs, work plans, impact frameworks, and indicators. QuickStarts can be implemented in as little as six weeks, allowing nonprofits to streamline their operations, refocus on their missions, and enhance both their efficiency and impact.
In this blog, we’ll dive deeper into QuickStarts for Program Delivery. Read more about Portfolio Management and Impact Measurement in our earlier blog, and stay tuned for our upcoming blog detailing our Fundraising QuickStart packages.
What is a QuickStart for Program Delivery?
The Program Delivery QuickStart package offers a ready-to-use solution for managing programs and delivering services within one easy-to-navigate system. Based on industry best practices and insights from nonprofit system implementations, the Program Delivery Quickstart package offers a straightforward system for managing programs. Its key features include program delivery and session scheduling, beneficiary profile management, benefits tracking, registration and attendance tracking, and relationship management. The solution also provides valuable insights and analysis via pre-configured Reports and Dashboards. QuickStart customers benefit from additional support such as system label configuration, user training, and detailed documentation, ensuring a smooth and efficient implementation process.
What to Expect: Our Project Deliverables
As a QuickStart customer, you will launch with a fully operational solution and receive comprehensive tools for adoption and technical documentation. This package includes a user guide with step-by-step instructions for navigating each module of the solution. Additionally, you’ll get a document detailing system requirements, complete with user stories and narrative solutions to clarify functionalities. A field map listing all system fields is also included for easy reference. System administrators will benefit from a dedicated Salesforce Trailmix for ongoing learning and administrative support. Finally, you’ll receive detailed system design documents, including a data model that illustrates the schema with relevant Salesforce and Amp Impact objects and their relationships.
What is not included
While we deliver a new working solution along with supporting documentation, it’s equally important to set expectations by clarifying what is not included in the QuickStart process. The following functionalities are outside the scope of our Quickstart solution:
- Receive and review individual program applications
- Track beneficiary scores or grades
- Manage assessments and surveys
- Open and manage cases for beneficiaries
- Portal for external users to input and manage beneficiary data
- Multi-currency and multi-language support
- Mobile offline data collection and management
- Custom data migration
- Custom automation features
- Custom data security and visibility requirements
- Integration with other software
These functionalities can be implemented in subsequent phases once the QuickStart solution is live. Each additional feature will need to be budgeted according to your specific requirements.
How to Get Started with Vera Solutions’ Salesforce QuickStart Implementations
Nonprofit organizations have the opportunity to apply for complimentary or discounted Salesforce licenses through the Power of Us Program. While the idea of implementing Salesforce may appear intimidating at first, Vera’s QuickStart Implementations make the process straightforward. These implementations connect the dots between acquiring complimentary or reduced licenses and fully embracing the solution by providing a pre-built package that we can execute for you in four simple steps. This method allows organizations to undergo digital transformation in as little as six weeks. Below is a brief outline of the implementation procedure:
Choosing the right Salesforce QuickStart Implementation Partner
Nonprofit organizations embarking on their digital transformation journey encounter two primary challenges when selecting a partner. Firstly, they require a partner who comprehends their specific needs for program delivery. Secondly, they should ensure their implementation partner can deliver the appropriate technology solutions to meet their objectives.
Our QuickStart implementation packages directly address these challenges, drawing upon 14 years of experience working closely with nonprofits. These packages have been carefully designed to assist organizations to get up and running with a solution in as little as six weeks.
For further insights on selecting the ideal partner, explore our comprehensive blog post: 7 criteria to consider when selecting a Salesforce Nonprofit Cloud Consulting partner.
Why Choose Vera Solutions?
With over 14 years of experience working with nonprofits, Vera Solutions is a 5-time Certified B Corporation providing cloud-based solutions to manage portfolios and programs, optimize grant management, and measure impact. By building on the Salesforce platform, we provide flexible, scalable solutions that enable organizations to become more transparent, accountable, and effective. Vera Solutions is a Salesforce Equality Partner and has been repeatedly recognized as one of the world’s Top Impact Companies.
Having taken an advisory role in the development of the Salesforce Nonprofit Cloud product suite, we have key insights and recommendations on where the new Salesforce NPC can add value and drive efficiencies for your organization.
Over $12 billion of programs, grants, and projects advancing the UN Sustainable Development Goals are managed using Vera’s flagship product, Amp Impact. Having served hundreds of organizations, our team has extensive knowledge of the nonprofit sector and deep experience in delivering the right solutions for many organizations.
We also offer:
- A large pool of highly skilled and experienced Salesforce Consultants, with over 300 active Salesforce certifications and counting
- Experience successfully delivering over 1,000 projects in the social sector
- More than 420 customers working in 150+ countries
- A dedicated team located across 5 continents, covering more than 14 languages
As a Consulting Partner, we’ve been dedicated to the Salesforce ecosystem for over 14 years. With the growth of Amp Impact, Vera Solutions has also been recognized twice as Salesforce.org Product Partner of the Year (2019, 2022) and with a Partner Innovation Award (2021). As such, we constantly evaluate the Salesforce platform’s latest features and enhancements and how they can be leveraged to support our clients’ missions.
