Change Is Possible
Don’t be stymied by a poor Salesforce implementation. You’re not alone if:
Salesforce — when poorly designed and implemented — feels like a broken promise. It’s frustrating, and costs you valuable time and money. We get it – and you’re not the first to walk this road. You need Salesforce help. With a proven track record of turning around struggling implementations, we’re ready to help you methodically address your challenges, so you can get back to work.
Purple Otter to the Rescue
Salesforce can do it all for nonprofits and grantmakers — when implemented thoughtfully. Our team will get to the root of the challenges with your Salesforce implementation. Using decades of dedicated nonprofit and grantmaking experience, we can get you back on track with tailor-made Salesforce solutions that actually work for you:
There’s hope! Salesforce truly can deliver on its transformative promise for your organization, with help from our senior-level experts who have walked the road you're on, and are invested in your success.
Our Capabilities
Salesforce is complex, but it doesn’t have to be complicated — and definitely shouldn’t feel frustrating. We exist to bring Salesforce help to people like you, so you can succeed using its transformative potential to build your impact:
Salesforce NPSP
Streamline nonprofit operations with tailored donor and program management tools.
Salesforce Nonprofit Cloud
Enhance mission impact through comprehensive fundraising, program management, and reporting features.
Salesforce Experience Cloud
Empower community engagement with customizable portals for volunteers, donors, and stakeholders.
Salesforce Data Cloud
Centralize, unify, and activate data to power highly personalized marketing and fundraising campaigns.
Add these powerful enhancements:
Engaging Networks
Boost donor engagement with multi-channel communication and fundraising solutions.
FormAssembly
Simplify data collection with secure, customizable forms that integrate directly with Salesforce.
Marketing Cloud Account Engagement (Pardot)
Automate and personalize marketing efforts to increase donor retention and acquisition.
Formstack Documents
Automate document generation, reducing manual work and ensuring consistency.
Mulesoft
Integrate disparate systems for seamless data flow and enhanced operational efficiency.
Candid Guidestar
Enhance transparency and trust in the grantmaking process, with access to detailed nonprofit profiles and impact data.
Frequently Asked Questions
What experience do you have optimizing existing Salesforce platforms?
We’re fortunate to have world-class Salesforce talent on our team, with capabilities usually only found in the big shops. This includes proven expertise across not just Nonprofit Cloud, but also Mulesoft, Talend, Apex, and Experience Cloud, all supported by senior architects who bring exceptional knowledge and experience to the table.
We’re small and we’re mighty, a team of specialists serving some of the leading nonprofits and grantmakers across North America, including Oxfam America, BGC Canada, Tides, and Human Rights Watch. Our clients represented more than $1B in social impact in 2023. We’ve implemented Salesforce in on-going partnership with impact organizations who are making a world of difference. Salesforce is all we do. And we do it well.
What does an engagement with Purple Otter look like?
If you’ve had a rough implementation, you likely want to start small and rebuild trust in a partner and in the process. That works for us, too – starting with a small set of focused tasks helps us get familiar with your current configuration so we can develop our analysis on the broader areas where you may be struggling. We can knock out a few fixes, show you what it’s like to work with us, and then work on a broader roadmap together.
Who will work on our project? I hate getting passed off to junior associates.
Our bench strength is deep. With Purple Otter, we don’t pass you off to a junior associate. You will work with one of our senior architects from start to finish, with clear, consistent communication.
My team knows what they need — how involved will they be?
We believe in collaboration and working with the team you have — that’s who will be using Salesforce! We look forward to working with your team, empowering and engaging all stakeholders throughout the process.
Can we include our in-house resources in the process?
Yes. Our most exciting projects have involved innovative partnerships with in-house product teams. We are happy to adjust our roles and resourcing to the team you have in place, supercharging your internal capacity with our plug-and-play innovation support model.
Our Work
Oxfam America
Oxfam America, part of the global Oxfam network, works to end poverty and inequality. They provide emergency relief during crises, offering food, water, and shelter to vulnerable communities. Oxfam America
Let’s Get to Work
Salesforce can do everything you want it to do — when it is implemented thoughtfully and resourced sustainably. With our deep expertise in all things Salesforce and a process that will get to the root of your challenges, Purple Otter can fix your struggling Salesforce implementation so it delivers on its promised potential for your organization. No more headaches. No more manual workarounds. Just smooth sailing with the Salesforce help you need.
Insights From Our Experts
Otter Thoughts
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