Level Up Your Salesforce
You have big ambitions and big goals — and you know agile and evolving digital systems are your foundation for moving forward with your Salesforce platform.
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 evolve digital processes, boost efficiency, and scale initiatives. Simply put: We’ll unlock the full potential of Salesforce and its ecosystem to take your organization to the next level — and the next, and 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 nonprofit case management by scaling programs by standardizing processes, guiding staff to meet compliance, and improving oversight on service delivery and outcomes, ensuring growth and impact.
Harnessing AI tools through data integration, with AI prompt-building grounded in real, meaningful data.
Working in a collaborative, long-term partnership, we can help you drive digital transformation projects on Salesforce — and help you stay at the forefront of innovation.
Put Purple Otter to Work
If you are pursuing ongoing organizational digital innovation, you likely have an established team, or at very least a product owner. But your team may be trying to move mountains with just a few hands.
Perhaps you lack enough hands and person-hours to identify opportunities, build prototypes, run pilots, and build out full-fledged products. Or, certain skill sets are underrepresented across the myriad of tasks, like business analysts, designers, technical architects, developers, integration architects, or others.
Purple Otter plugs in to your existing innovation team, to supplement your existing capacity and work together to move transformational innovation forward on Salesforce.
Our Capabilities
The sky’s the limit with Salesforce. We’re here to help you innovate on Salesforce and its extended ecosystem to reach your goals and take the next big step with confidence:
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.
Do you do custom code or custom integrations?
Yes, we bring our senior-level knowledge to each and every engagement. We are skilled coders and have expertise in all systems that integrate with Salesforce.
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.
Let’s Get to Work
With the right team by your side, Salesforce becomes a game-changer that can do it all. Our senior-level consultants and architects are here to make your Salesforce vision a reality by building a flexible, cutting-edge platform that not only meets your needs today but drives your success into the future. Let’s transform your Salesforce platform into a powerhouse that evolves with you.
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