Smart, Streamlined Salesforce Solutions for Grantmakers
You want to get funds out the door while maintaining rigorous compliance standards and delivering excellent service. We want to help.
Simplify complex funding processes
Automate manual functions
Streamline grantee communications and reporting
Is Salesforce Bogging You Down?
Too often the inflexibility of an ill-fitting Salesforce solution can impede your grantmaking goals by irritating your grantees and funders and leaving you frustrated.
If you’re feeling held back or bogged down by your Salesforce system, it’s time for a change. Our team of senior Salesforce consultants is here to help you design and implement a smart solution tailored to your foundation’s unique needs.
Complex Doesn’t Have to Mean Complicated
Salesforce is vast and complex — whether its power propels your grantmaking to new heights or gets in the way of your work depends entirely on how Salesforce is configured.
We set out to build a consultancy that works hand-in-hand with grantmakers to deliver innovative success with Salesforce. We collaborate with you to design the best Salesforce solution for your unique — and ever-evolving — organization.
Our Core Technologies
Unlock the Power of Salesforce for Grantmakers
Salesforce can be this good: smart, fast, and intuitive processes that delight your stakeholders and enable you to grant generously, all while maintaining strict compliance. But first, you need a seasoned Salesforce consultant who’s committed to genuine collaboration.
Ready to streamline and optimize Salesforce in order to reach your grantmaking goals? Let us show you how.
Talk to UsExpertise You Can Trust
We are seasoned Salesforce consultants with decades of experience working with nonprofits and grantmaking organizations. We’ve designed and implemented dozens of Salesforce solutions for organizations just like yours, resulting in significant real-world impact to communities around the globe.
Trusted By:
Streamline Salesforce Today
Talk to Us
Reach out to get the conversation started. We’ll take it from there with smart questions and zero pressure.
Unlock Your Organization
Next we’ll get to work employing our industry-leading design-mindset approach to craft your bespoke Salesforce solution.
Create Real Impact
Enjoy the ease and efficiencies that your Salesforce ecosystem delivers with every program and grant.
Meet Purple Otter
Purple Otter exists to help nonprofits successfully navigate the complexities of Salesforce. We’re not just Salesforce implementation consultants; we’re seasoned experts in the nonprofit world with a deep desire to help.
Uniquely, we provide the deep bench strength and top-tier talent of a large firm, complemented by superior service and genuine human-to-human collaboration.
We see potential where others see problems. We take pride in crafting tailored Salesforce solutions for nonprofits that elevate your mission and amplify your impact.
Insights From Our Experts
Otter Thoughts
Get the latest updates on Salesforce, industry trends and innovations, plus helpful resources with our quarterly newsletter.