The NonprofitData Doctor

Chart 02 · CRM

Salesforce for nonprofits, set up the way you actually work

Salesforce is free or discounted for many nonprofits, but it only pays off when it's set up for your programs, donors, and volunteers. I help small teams build it right and keep it usable.

Email Josh about SalesforceNPSP · Program Management · Volunteers for Salesforce

What I help with

  • New Salesforce implementations for small and mid-sized nonprofits
  • Nonprofit Success Pack (NPSP): households, donations, recurring gifts, soft credits
  • Program Management Module (PMM) for tracking services and participants
  • Volunteers for Salesforce (V4S): jobs, shifts, hours, and signups
  • Rescue projects: duplicate cleanup, broken reports, and confusing setups
  • Dashboards and staff training so the system gets used

Questions about Salesforce

Should we still start on NPSP or go with Nonprofit Cloud?

It depends on your size, budget, and what you already have. Salesforce's nonprofit lineup is changing, so I'll walk you through the current options before you commit.

We already have Salesforce, but nobody uses it. Can you help?

Yes. That's one of the most common requests. We start by finding out what staff need, then simplify the setup around it.

Do you offer training?

Yes. Every project includes plain-language documentation and hands-on training for your team.

Related services

Grants management & CRM

Dynamics 365

Grants management, workflows, automations, and cleanup on Microsoft Dynamics 365 and Dataverse.

Learn more about Dynamics 365 →
Data policy

Data governance

Data policy manuals, data-entry standards, and data readiness so your reports, grants, and board numbers agree.

Learn more about Data governance →

Let's talk about your data

Tell me what's not working — a system nobody uses, reports that don't match, a process that eats your week. I'll reply within two business days with next steps.

Email Josh