Ignite Your Impact With Salesforce
To change the world, you know you need a CRM that:
Salesforce is exactly that — a powerful CRM for impact organizations. It’s time to see the possibilities that Salesforce holds for you.
Your CRM, a World of Possibilities
Salesforce can do it all. Our team designs perfect-fit Salesforce solutions to meet the unique needs of nonprofits and grantmaking foundations around the world.
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.
Power-up your Salesforce solution with:
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.
Our Proven Process
We’re your Salesforce partner, here to guide you every step of the way. We help you find the perfect solution that integrates your systems, optimizes your business processes, and will drive your capacity to innovate for the future.
Discovery
Design
Implementation
Data Migration
Training and Documentation
Stabilization
Our Capabilities
Discover how an optimized Salesforce solution can mobilize your entire organization:
Our senior-level Salesforce consultants and architects specialize in tailoring Salesforce solutions exclusively for nonprofits and grantmakers. Discover the difference that experience and smart design make.
Frequently Asked Questions
Why pick Salesforce for a CRM? Why not Blackbaud or another option?
Salesforce stands out as a leading CRM due to its versatility, scalability, and robust ecosystem. Unlike others in the market, it plays nice with others – a must for nonprofits and grantmaking foundations in the digital age. We firmly believe in the power of a platform you can build business processes on top of — not rigid software that forces you to fit its structure — for building future-proof organizations. A conversation to discuss your requirements and current pain points will help you better understand if Salesforce is the right fit for you.
Are you able to manage our external systems as well?
Yes! Our team is capable with system integrations and able to help you determine which systems will work, and which won’t. We are fluent in:
- Digital fundraising: Engaging Networks, FundraiseUp, Classy, Evergiving
- Offline fundraising: integrations with third party vendors, including face-to-face, telemarketing, and caging vendors
- Marketing: Hubspot, MailChimp, Mobile Commons
- Finance: Sage, Quickbooks, UBW, NetSuite
- Many custom integrations built using iPaaS platforms like Mulesoft and Boomi
Among others. We are happy to work with you to determine which systems will best suit your needs.
Can I hire you to consult on strategy and then implement the solution with our in-house resources?
Depending on your resources, maybe. In our experience, Salesforce requires an experienced salesforce partner because its potential is vast and complex. We liken it to a LEGO® set that comes without instructions; you need a guide — Purple Otter — to bring it to life.
Who will work on our project? I hate getting passed off to junior associates.
Our bench strength is deep; filled with senior-level consultants and architects. With Purple Otter as your Salesforce partner, we don’t pass you off to a junior associate. You will work with one of our senior experts 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
Changing the World Is Complicated
We focus exclusively on Salesforce implementations for impact organizations. Why? Because we believe it’s the absolute best tool to help nonprofits and grantmaking foundations reach their missions and create impact in the world. We work in partnership with our clients to create design-minded solutions that are a perfect fit. We’re your Salesforce partner and we’re just a click away — ready to help you succeed.
Insights From Our Experts
Otter Thoughts
Get the latest updates on Salesforce, industry trends and innovations, plus helpful resources with our quarterly newsletter.