Salesforce Solutions for Nonprofits

Looking to reach your goals, streamline your operations, and scale your impact? Salesforce can help.

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Is Salesforce Working for You?

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Does this sound familiar?

  • Working in Salesforce feels more like a dreaded task than having a smart support system on your side
  • Your team spends too much time navigating clunky workflows, which zaps their morale and forces manual workarounds
  • You feel stuck. You know Salesforce is the right software, but wish you could wave a magic wand to make everything easier

You’re not alone. We’re here to help.

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Salesforce for Nonprofits

Let’s Find your Perfect Fit

While Salesforce is complex — it doesn’t have to be complicated. A worthy Salesforce implementation consultant will ask smart questions, seek to truly understand your organization, and design a Salesforce solution for your nonprofit that will deliver success today while scaling to meet your future needs.

We have proven expertise in all leading platforms, supported by senior architects who bring exceptional knowledge and experience to the table.

Salesforce.org Nonprofit Cloud
Salesforce Nonprofits
Salesforce Experience Cloud
Marketing Cloud Account Engagement
Salesforce DataCloud
Engaging Networks
MuleSoft
formstack
FormAssembly
GuideStar by Candid

Partner with Confidence

Whether you’re seeking to implement a new CRM or streamline a Salesforce for Nonprofits iteration that just isn’t working, you’re in the right place. 

Most of our projects evolve into long-term partnership, a testament to the work we do. While we’re open to project-based engagements, we’re not usually one-and-done unless you want us to be. From comprehensively managed services to occasional ad-hoc support, we’re Salesforce implementation consultants. We’re here for you. And we’re invested in your long-term success.

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Real ROI, Real Impact

You have work to do. Salesforce should make it easier to accomplish your mission, not more difficult. Imagine this: 

  • Salesforce integrates seamlessly with your other systems and applications
  • It’s easy to access information, pull reports, and see the success of your fundraising and marketing campaigns
  • Your team feels empowered and works efficiently. They use Salesforce for Nonprofits to track engagement and make better decisions

This is our work — partnering with nonprofits in Canada and the United States to design and implement tailored Salesforce solutions. We’re here to help.

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Specialized, Senior-Level Salesforce Implementation Consultants at Your Service

The Purple Otter team is small and mighty. With every project led by senior-level Salesforce implementation consultants, our mission is to help nonprofits and grantmakers solve our world’s biggest challenges.

Every project we take on is led by a seasoned nonprofit or grantmaking expert. Our focus is genuine human-to-human collaboration and our track record speaks for itself.

20+ Years

of Nonprofit Experience

5 Star

AppExchange Rating

$1 Billion +

in Client Impact

Trusted By:

Oxfam America
Wilderness Committee
Global Refuge
Human Rights Watch
Habitat For Humanity Waterloo Region
Tides
Habitat For Humanity GTA
Oxfam Canada
Omidyar Network
BGC Canada
Earth Island
National Catholic Reporter

Working Hand-in-Hand

    “Purple Otter has been an indispensable partner with expertise in NPSP and Engaging Networks. Through their partnership we have been able to work through sync enhancements, introduce transaction types, prepare for a sustainer expansion, fine-tune UK Gift Aid data, introduce canvassing, and, most importantly, teach our CRM team “how to fish” in supporting the Lightning Connector. They are consummate professionals in requirements gathering, presenting build options, testing, providing testing scripts, and communicating what we should monitor at go live.”

    Human Rights Watch

    “Purple Otter has been the absolute ideal partner for us to build out a new Salesforce NPSP instance and integrations with Engaging Networks and Hubspot. They have delivered high-quality work and have been clear in communication right from the beginning with the scope of work, through the whole process, and with documentation to enable us to support this new system. Their collaborative approach has been critical as the work has involved very tight coordination with our agile development team.”

    Oxfam America

    “Purple Otter was brought in to develop and maintain a CRM without a dedicated admin and has, over the years, successfully delivered on multiple complex projects that have catalyzed the continued growth and evolution of Oxfam Canada’s Salesforce ecosystem. The Purple Otter team not only delivers a high level of technical competence and creative problem solving but also excels at being highly adaptable, present, and involved in the solutions they support. Purple Otter has become Oxfam Canada’s primary technical asset in maintaining our integrated Salesforce ecosystem.”

    Oxfam Canada

Start Now

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 campaign and click.

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.

Meet Our Team
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Insights From Our Experts 

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