Salesforce Implementation

Everything you need,

and nothing you don’t.


Salesforce is one of the world’s most powerful technology tools, but it’s also one of the most complicated. Building exactly the right functionality is important, and so is simplifying your environment. Whether we build it right from the beginning or help you customize an existing Salesforce organization, we’ll deliver to your fingertips all the functionality you need and nothing you don’t.


We manage Salesforce Implementations:  Organization Set-Up, Discovery of Requirements, System Design and Blueprint, Salesforce Customization and Build-Out, Data Migration, Systems Conversion, Apps Integration, Documentation, Training and Support. Learn more


Salesforce Implementation Projects typically range from $5,000-20,000 and take from three to six months from Discovery to Migration. We support standard implementations and the NPSP app.



We will customize your organization’s work environment, processes, and business workflow within the Salesforce platform to simplify the work of fundraising. Examples of these projects include online giving integration, major gifts functionality implementation, custom consol design, and reports and mailing list standardization. Projects include training and documentation.




Thanks to Joanna’s counsel, our development efforts are now much more robust, organized and streamlined. Through her guidance, we now have a systematized development platform which ensures consistent documentation combined with accountability.

Executive Director, Children’s Residential and Educational Center


Joanna is a seasoned fundraising professional with expertise in systems and data management, and brings to bear an abiding commitment to mission-driven work in addition to a proficiency in quality improvement and organization process management.

Director of Development Operations, Residential Treatment Center