Expert Salesforce Solutions for Enterprise Nonprofits & Grantmakers

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Changing the World Is Complicated

But managing your Salesforce CRM doesn’t have to be.

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Are you ready to say goodbye to:

  • Clunky Salesforce workflows that slow down your team?
  • A never-ending cycle of Salesforce updates and investments that fail to deliver?
  • Rigid systems that can’t keep up with your evolving work?

Then it’s time to say hello to Purple Otter. Our expert-led Salesforce consulting partnerships solve issues like these for good – getting you the CRM solution you need, now and into the future.

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Solve Your Salesforce Challenges

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Innovate With
Salesforce

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Our Core Technologies

Salesforce.org Nonprofit Cloud
Salesforce Nonprofits
Salesforce Experience Cloud
Marketing Cloud Account Engagement
Salesforce DataCloud
Engaging Networks
MuleSoft
formstack
FormAssembly
GuideStar by Candid

We’re Here to Help

Whether you’re a nonprofit leader or a grant manager, we know you have a lot on your plate. We’re here to help.

Salesforce for Nonprofits

  • Grow digital capacity in fundraising and marketing
  • Build personalized relationships at scale
  • Scale program delivery through digital transformation
  • Streamline fundraising operations
Learn More

Salesforce for Grantmakers

  • Deliver excellent service to applicants and grantees
  • Maintain high compliance standards
  • Hit funding deadlines and milestones
  • Create meaningful connections with hard-working grantees
Learn More

Your Perfect Partner

We get it. Selecting a Salesforce consulting partner can be a daunting task. And the truth is, who you choose can be the difference between a successful, transformative system or a stymied, ill-fitting implementation.

Purple Otter projects are led by experienced senior-level Salesforce consultants who are on a mission to make an impact – and have the depth of technical and sector expertise to deliver. We prioritize genuine collaboration to deliver tailor-made solutions and reliable results.

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Trusted By:

Oxfam America
Wilderness Committee
Global Refuge
Human Rights Watch
Habitat For Humanity Waterloo Region
Tides
Habitat For Humanity GTA
Oxfam Canada
Omidyar Network
BGC Canada
Earth Island
National Catholic Reporter

What Our Clients Say

    “Purple Otter has become our primary technical asset in developing our fundraising strategy and maintaining our Salesforce ecosystem.”

    Oxfam Canada

    “An extremely knowledgeable Salesforce partner: there was never an adjustment or tweak that couldn’t be done to help our system work for us.”

    Habitat for Humanity WR

    “Went above and beyond the scope of their contract – they simply cared that our team was successful and did everything they could to ensure it.”

    Habitat for Humanity GTA

    “The absolute ideal partner for us to build out a new Salesforce NPSP instance and integrations.”

    Oxfam America

    “Purple Otter excels at being highly adaptable, present, and involved in the solutions they support.”

    Oxfam Canada

    “From the very first meeting, they became a part of the team.”

    Habitat for Humanity GTA

Our Capabilities

  • Grantmaking (GMS) design and implementation: Outbound Funds, Nonprofit Cloud
  • Grantee portal design and implementation
  • Fundraising CRM design and implementation: NPSP, Nonprofit Cloud
  • Email and SMS marketing integration
  • Online fundraising integration
  • Donor portal design and implementation
  • Canadian CRA-compliant tax receipts
  • Enterprise integration (iPaaS): Mulesoft, Boomi
Our Process
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Let's Start

Dive In

Whether you’re ready to engage or simply want to know more, reach out via phone or email.

Get Fitted

If it’s the right fit, we’ll get right to work on building your roadmap to success.

Go Beyond

Increase your impact and reach your goals with the support of a smart Salesforce implementation.

Meet Purple Otter

Purple Otter exists to help nonprofits and grantmakers successfully navigate the complexities of Salesforce. We’re not just Salesforce consultants; we’re seasoned experts with strong nonprofit and grantmaking backgrounds – and a deep desire to help. 

We’re committed to genuine collaboration, smart design, and long-term partnerships. We’re here for you and we’re here to help.

Meet Our Team
Another Happy Client

Insights From Our Experts 

Otter Thoughts

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Resources from Purple Otter

On The Blog

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The Case for Thoughtful Tech Adoption

Successful tech adoption isn’t just about the latest tools—it’s about strategy. With a user-centered approach, organizations can turn tech into real impact.

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Shifting from Projects to Products: Rethinking Your Tech Stack Approach

Is your tech stack stuck in project mode? It’s time to shift gears. Find out how treating technology as a product—not a project—unlocks digital maturity.

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Is Salesforce Data Cloud the Data Management Tool For You?

When Salesforce unveils a new tool—like Salesforce Data Cloud—it can feel anywhere from very exciting (Finally! A solution!) to completely overwhelming (Not. Another. “Solution.”) To figure out if Salesforce Data

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