Transform Your Organization
You have big ambitions and big goals — and you know agile digital systems are the foundation for delivering services and scaling your impact today and into the future.
Purple Otter specializes in working as plug-and-play innovation partners with boundary-pushing nonprofits and grantmakers. We’ll work in partnership with your team to explore new ways of working, evolve digital processes, boost efficiency, and scale initiatives. Simply put: We’ll help unlock the full potential of Salesforce and its ecosystem to take your organization to the next level on your digital journey – and then on to the next level after that.
Your CRM, A World of Possibilities
With our team of senior-level consultants and architects dreaming big about your Salesforce platform, the possibilities for nonprofits and grantmakers are endless. That could look like:
A streamlined, digitized grantmaking process that covers everything from the grantee experience through to application review, approvals, compliance, and disbursement. And that means more money out the door.
Bringing digital innovation to scale nonprofit programs by digitalizing processes, guiding staff to reduce compliance risks, and improving oversight on service delivery and outcomes, ensuring growth and impact.
Experimenting with potential applications for generative and predictive AI, with AI prompt-building grounded in real, meaningful data sourced through robust data integrations.
Working in a collaborative, long-term partnership, we’ll help you drive digital transformation projects on Salesforce — helping you unlock new possibilities and stay at the forefront of your organization’s digital potential.
Put Purple Otter to Work
If you are serious about digital transformation efforts in your organization, you likely have started building an innovation team. But as is the norm for our sector, your team is trying to move mountains with just a few hands:
- You lack enough person-hours to effectively identify opportunities, build prototypes, run pilots, and iterate on what you learn – while simultaneously supporting existing systems.
- Certain specialized skill sets are underrepresented, like business analysts, technical architects, developers, integration architects, and the perspective that comes from broad industry experience.
Purple Otter wraps around your team while capitalizing on your team’s ideal placement within your organization to own the digital transformation process. Led by curiosity and our design-minded approach, we will shore up your team’s skill gaps and add person-hour capacity to collaboratively deliver sustained, continuous digital innovation results.
Our Capabilities
The sky’s the limit with Salesforce. We’re here to help you use Salesforce and its extended ecosystem as a platform for advancing your organization’s digitalization strategy:
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 platforms 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?
We determine the engagement and contract based on your needs. Once we have a sense of what you need, we can build a contract that addresses your desired outcomes in manageable portions, or as a whole. There is no minimum requirement.
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’s ultimate value has always been the promise of a platform agile enough to power new ways of working for digital organizations. Our senior-level consultants are here to support your team in exploring the big opportunities, putting in the hard work, and moving forward – with you – in removing barriers to your organization’s innovative potential. Let’s unlock Salesforce as a digital transformation powerhouse for your organization, together.
Insights From Our Experts
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