Salesforce Experts Focused on Non-Profits

CDI + Salesforce

Focus on your community, not IT

Non-profits are constantly looking to improve their donor engagement, increase their fundraising, and streamline their operations. The experts at CDI have decades of experience helping non-profit clients do just that with Salesforce, the leading customer relationship management platform for non-profit organizations.

With the help of CDI’s Salesforce team, you can easily manage your contacts, donations, events, and volunteers all in one centralized location. This powerful tool offers a variety of features, such as personalized engagement, data analytics, and automation, to help you drive success across your organization.

Our Salesforce consultants are expertly trained to work with non-profits, and have helped organizations of all sizes with seamless implementations, cost savings, and data migration – not to mention available ongoing training and support.

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What can CDI and Salesforce do for Non-Profits?

Don’t let the complexities of implementing Salesforce hold you back from achieving your mission. Partner with CDI and take your organization to the next level.

Here’s what CDI + Salesforce can do for your non-profit organization:

  • Streamline Operations: With Salesforce, you can streamline your operations by automating manual processes, reducing the amount of time and effort required for administrative tasks, and increasing efficiency and productivity.
  • Increase Fundraising: Salesforce can help you increase your fundraising efforts by providing insights into donor behavior, tracking donations and pledges, and streamlining your donation process.
  • Improve Donor Engagement: By providing personalized engagement and tracking donor interactions, Salesforce can help you improve donor engagement and strengthen relationships.
  • Enhance Volunteer Management: Salesforce can help you manage your volunteers by tracking volunteer hours, scheduling shifts, and tracking volunteer activity.

Why work with CDI?

Implementing Salesforce can be a daunting task without the right expertise. That’s where CDI comes in.

Working with CDI can help you quickly ensure a seamless implementation, avoid costly mistakes, and get the most out of your investment. We can provide you with a team of experienced professionals who are well-versed in Salesforce and have a deep understanding of the unique needs of non-profit organizations. They can help you develop a customized implementation plan, migrate your data, and provide ongoing support and training for your staff.

Don’t let the complexities of implementing Salesforce hold you back from achieving your mission. Partner with an IT systems integrator and take your non-profit organization to the next level.

How does CDI help Higher Education?

Working with CDI can help you overcome challenges by providing customized solutions, expert training and support, and ongoing assistance with data quality, user adoption, customization, integration, reporting, and budget management. Typically, the most common challenges for which we assist our clients are:

  • Improving Data Quality: Non-profits often struggle with maintaining high-quality data within Salesforce. This can be due to a lack of standardization in data entry, lack of training for staff, or simply a high volume of data to manage. Poor data quality can impact the organization’s ability to accurately analyze and report on their activities.
  • User Adoption: Salesforce can be a complex platform, and non-profit staff members may be resistant to using it. Without proper training and support, staff may not be comfortable with the system, which can lead to low user adoption and an incomplete or inaccurate data set.
  • Customization: You may require unique customization of your Salesforce solution to meet specific needs. This can be challenging without the right expertise and experience.
  • Integration: Non-profit organizations may use multiple systems and platforms to manage their operations. Integrating these systems with Salesforce can be complex and time-consuming.
  • Reporting: You rely heavily on data and reporting to measure your success and report to stakeholders. Creating customized reports and dashboards in Salesforce can be a challenge without the right training and support.
  • Budget: We know your struggles – non-profits often operate on tight budgets and may not have the resources to fully invest in their Salesforce solution. This can limit their ability to customize, train staff, or integrate with other systems.

About CDI

At CDI, we understand the unique challenges faced by non-profit organizations and are dedicated to helping them harness the power of Salesforce to achieve their mission. Our team of Salesforce experts, backed by years of experience and a deep understanding of the public sector, provide customized solutions that streamline operations, increase fundraising efforts, and enhance donor and volunteer engagement.

Choose CDI as your trusted partner and experience the difference our tailored approach and Salesforce expertise can make for your non-profit organization. We deliver seamless implementations, ongoing support, and training to ensure your team maximizes the platform’s potential, driving greater efficiency, productivity, and impact for the communities you serve.

Ready to get started? Reach out to the dedicated CDI Salesforce team today!