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Salesforce Quickstarts

Drive your mission forward with our Salesforce®

QuickStarts.

Our Solutions

We offer four QuickStart packages for nonprofits to manage funds, drive engagement, track impact, and report to stakeholders, letting you focus on your mission first.

QuickStart for Portfolio Management and Impact Measurement

Centralize your programs, operations, and impact data in one system to track indicators, budgets, and Gantt charts in real time.
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QuickStart for Program Delivery

Unify your programs, delivery, and impact data to manage participant enrollment, budgets, and global tracking in one place.
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Salesforce Nonprofit Cloud for Fundraising

QuickStart for Fundraising

Create personalized experiences, track effectiveness. Add-ons available: Experience Cloud and Incoming Institutional grants.
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QuickStart for Grant Management

Streamline your entire grantmaking process, from the initial call for proposals. Add-ons available: Experience Cloud and Incoming Institutional grants.
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Our Approach

Our QuickStart gets you running on Salesforce fast to unify data, standardize processes, and gain data-driven insights.

Assessment & Discovery (2–4 weeks)

  • (AD-1) Pre-Assessment Data Governance Maturity: High-level organizational maturity assessment across quality, governance, and strategy dimensions
  • (AD-2) Data Quality Assessment: Evaluation of data variety, volume, and completeness across systems (1–2 weeks)
  • (AD-3) Data Readiness Gap Analysis: Structured gap analysis report with prioritized recommendations (1–2 weeks, 1–2 workshops + 2–4 days asset creation)
  • (AD-4) Data Use Case Development: Facilitated workshops to define problem statements and identify 2–3 high-value use cases (3 days)

Strategy (3–5 weeks)

  • (SD-1) Data Ecosystem Mapping: Facilitated workshops, surveys, and audit to map the full data landscape (1 week, 2–3 workshops)
  • (SD-2) Data Management Plan (MDM): Comprehensive data management plan as output of ecosystem mapping (1 week)
  • (SD-3) Data Analysis & Learning Plan: Data analysis strategy with KPI recommendations and learning feedback loop design (1–2 weeks)
  • (SD-4) Data Visualization Recommendations: Tool selection and configuration recommendations (1 week)

Governance (2–3 weeks)

  • (GG-1) Data Governance Maturity Action Plan: Phased roadmap for implementing data governance aligned to the organization’s IT landscape and enterprise architecture
  • (GD-1) Data Classification Framework: Classification schema and artifact creation (1 week, 2–3 workshops)
  • (GD-2) Data Handling Policies: Policy documentation and artifact creation (1 week, 2–3 workshops)
  • (GA-4) COE Formation & Facilitation: Formation, facilitation, artifact creation, enablement, and handover for Innovation, AI, and Data CoE (10 days)

Training (2–3 weeks)

  • (TD-1) Data Management Training: Two sessions covering data management best practices plus creation of a data management policy and manual
  • (TD-2) Data Pipelines Administration: One-week hands-on training covering pipeline creation, maintenance, and troubleshooting using OpenFN and MotherDuck
  • (TD-3) Data Visualization Training: One-week training on visualization creation and management using Superset, Power BI, or Tableau

Client Demo Videos

See how the social sector amplifies its mission. Explore how leading organizations use Salesforce to drive global, data-led change.
Operation Fistula: Implementing AI Frontline Teams Can Trust
EIT Food: Building an End-to-End EU Grant Lifecycle Platform on Salesforce
FEBA
Justice Rapid Response (JRR)
Idesam
Tearfund

Salesforce certified consultants

Our team holds a diverse range of Salesforce credentials, ensuring we bring the highest standards of technical expertise to every social mission.

SF Sales-Cloud-Consultant
SF Sales-Cloud-Consultant
SF Education-Cloud-Consultant
SF Sales-Cloud-Consultant
SF Education-Cloud-Consultant
SF UX Designer
SF Administrator
SF Advanced-Administrator
SF System-Architect
SF ID and Access Mgmt Architect
SF ID and Access Mgmt Architect
SF ID and Access Mgmt Architect
SF Sales-Cloud-Consultant
SF Sales-Cloud-Consultant
SF Education-Cloud-Consultant
SF Sales-Cloud-Consultant
SF Education-Cloud-Consultant
SF UX Designer
SF Administrator
SF Advanced-Administrator
SF System-Architect
SF ID and Access Mgmt Architect
SF ID and Access Mgmt Architect
SF ID and Access Mgmt Architect

FAQs

Find quick answers to common questions about our tailored implementation process and how we help your team master new data strategies.

What are the benefits of Vera's Services?

We’ve grown alongside the social sector. Over the past fifteen years, we’ve partnered with more than 430 NGOs, funders, and social enterprises, completing over 1,650 projects. Our approach is rooted in listening closely, understanding each organization’s unique challenges, and adapting our services as their needs evolve.

We’ve grown alongside the social sector. Over the past fifteen years, we’ve partnered with more than 430 NGOs, funders, and social enterprises, completing over 1,650 projects. Our approach is rooted in listening closely, understanding each organization’s unique challenges, and adapting our services as their needs evolve.

We’ve grown alongside the social sector. Over the past fifteen years, we’ve partnered with more than 430 NGOs, funders, and social enterprises, completing over 1,650 projects. Our approach is rooted in listening closely, understanding each organization’s unique challenges, and adapting our services as their needs evolve.