“When we needed a better way to manage and automate our telemarketing data, Clara Partners stepped in and built a solution that genuinely changed the game for us. Bridgit has given us control, speed and confidence in our Salesforce integrations.”
Stop Wrangling Data
Meet Bridgit
Are you tired of the “weekly spreadsheet shuffle”? Many nonprofits face a universal headache: receiving regular giving data from telemarketing or face-to-face agencies that just doesn’t talk to their CRM or payment platform. Manually cleaning, mapping and uploading these files can take days, or even weeks, leaving your data stale and your team exhausted.
At Clara Partners, we saw a gap in the market and built a bridge. Bridgit is our native Salesforce solution designed to automate the movement of third-party data directly into Salesforce and Raisely.
Why Bridgit is a game-changer
Real-time API processing: Push offline donations into Raisely at the click of a button using their API. No more waiting weeks to see donor records reflected.
Built-in staging layer: Stop manipulating files in Excel. Review, manage and edit your data directly within Salesforce using the reports and dashboards you already know.
Flexible and scalable: Baseline automation for standard mapping, with intentionally simple design that makes it easy to add custom logic tailored to your specific business processes.
Whether you’re looking to process Stripe tokens, manage pledged or new regular giving, or simply need a more robust way to handle agency files, Bridgit accelerates your workflow from weeks to minutes.
Is Salesforce right for you?
Choosing the right CRM is a major decision for any organisation, but for nonprofits, the stakes are even higher. Every dollar and hour saved has a direct impact on your charity work. Salesforce is a global leader in this space, not just because it’s powerful, but because it is designed specifically to help nonprofits thrive.
Why Salesforce for nonprofits?
Accessible licensing: Through the Power of Us Program, eligible nonprofits receive their first 10 licenses for free, along with deep discounts on additional products.
Purpose-built: The platform includes tools for fundraising, volunteer coordination, program management and grantmaking. It unifies all your data into a single source of truth.
Continual evolution: With three major updates a year, your organisation automatically benefits from the latest innovations in technology, including AI, without a complete system overhaul.
Choosing the right Salesforce partner
While the software is impressive, its success depends entirely on how it’s implemented. A one-size-fits-all setup often leads to frustration and wasted resources. That’s why choosing a strategic partner who understands the nonprofit sector is critical.
Ready to see if Salesforce is the right fit for your mission? We’d love to guide you through the process.
Managed services that feels like a partnership
If you’ve ever felt like your Salesforce consultant treats your organisation like a ticket number rather than a partner, you’re not alone. At Clara Partners, we’ve intentionally built our managed services to be delivered differently. We don’t just drop in, fix a bug and disappear. We embed ourselves in your team to ensure your CRM evolves as fast as your fundraising goals.
We’ve sat in your seat
Every single member of our Salesforce team has worked at a nonprofit before moving into consulting. We aren’t just technical experts; we are former system administrators, fundraising leads and supporter relations specialists who understand the unique pressure of a tax-time appeal or a board report.
We kill “Groundhog Day” with better documentation
Internal documentation tools: We’ve built a custom tool to capture decision-making processes directly within your Salesforce instance.
Clear historical records: Every update is well-documented so you never have to “rediscover” a solution we’ve already built.
Leaving good breadcrumbs: Our goal is to leave your system in a state where any future admin can understand the ‘why’ behind the ‘how’.
Training and knowledge sharing
Collaboration over isolation: Instead of one person troubleshooting in a vacuum, you get access to our entire team’s collective experience.
Continuous improvement: We maintain a sustainable pace of updates and training, ensuring your team learns and grows alongside the technology.
Managed services shouldn’t be about a quick fix — they should be about strategic momentum. We don’t just implement and run; we stay with you, fostering a relationship built on trust, energy and a shared passion for your cause.
Are you ready for Agentforce Nonprofit?
Moving to Agentforce Nonprofit (AFNP) is a major milestone for any nonprofit organisation. However, when and how to roll out this transition takes careful consideration and a solid foundation.
Four pillars of readiness
The Tipping Point: Are you about to spend a similar amount of money on a short-term solution?
The Ceiling: Are you trying to build something in NPSP that AFNP can do out of the box?
The Org and Team: Do you have the leadership buy-in and a dedicated internal champion?
The Data: Is your data clean, governed and actually understood by your team?
Reach out and talk to us today about whether you are ready.
LET’S GET STARTED