Salesforce
Clients looking for strategic counsel, business process optimization, CRM implementation, and managed services of Salesforce turn to BWF, a trusted partner, to provide high-level strategy, complex project management, and implementation leadership.
Philanthropy innovator BWF offer a first-of-its-kind partnership to provide expanded Salesforce services to meet nonprofits’ current and emerging technological needs.
BWF, experts in complex philanthropy is suited to address the complex technology ecosystem needs of today’s organizations, many of whom rely on Salesforce as their primary CRM and marketing platforms.
BWF offers strategic counsel on RFP development and evaluation, CRM selection and technical implementation, fundraising analytics, and maximizing native Salesforce reports by connecting data to business intelligence platforms like Power BI and Tableau for more advanced analytics. BWF also provides go live planning and support, data governance assessments and counsel, relationship management, and Salesforce NPSP end-to-end implementation.
Our Joint Services
- Business process mapping
- Gap analysis
- Managed services
- NPSP Implementations
- Marketing Cloud Implementations
A Comprehensive Team of Experts in Advancement Operations
The BWF Technology and Operations team includes experienced practitioners in nonprofit CRM consulting and technical experts with explicitly defined skill sets and expertise in a wide variety of database platforms, cloud implementation, enterprise reporting tools, and fundraising CRMs. Senior consultants bring years of experience to projects, having worked in a variety of organizations supporting philanthropic operations. The team has experience with the various Salesforce solutions for fundraising, including Nonprofit Success Pack/NPSP, UC Innovation’s Ascend, and Affinaquest.
- Salesforce Certified Administrator
- Salesforce Education Cloud Consultant
- Salesforce Nonprofit Cloud Consultant
- Salesforce Sales Cloud Consultant
NPSP Implementations
Fundraisers at nonprofits and educational institutions looking to maximize technology to accelerate philanthropic ROI to fulfill their missions often turn to BWF. Our solutions are built on the Nonprofit Success Pack (NPSP), which provides an end-to-end solution without a third-party overlay. BWF leverages the out-of-the-box functionality and Redpath’s years of experience working with fundraising organizations delivers proven Salesforce CRM configurations .
Institutions raising up to $35 million a year in philanthropic revenue that are considering a new software solution or planning to implement the NPSP will now be able to access the expertise to leverage out-of-the-box functionality. Using NPSP as a foundation, BWF has developed a way to use open-source coding to tailor Salesforce to meet your needs for workflows, major gift protocols, gift processing, and more. Plus, you will benefit from expert counsel on process and strategy definition, change management, implementation, training, and support—all central to maximizing effectiveness and driving success. This solution will make Salesforce a more accessible and affordable solution for nonprofit organizations.
Let’s Talk
Find out how BWF can partner with you for Salesforce implementation.