Salesforce One-Off Projects for Nonprofits and Charities
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Not every problem needs a full engagement
Sometimes you know exactly what you need. A data migration. An integration with Raisely or Ortto. A system audit. A specific automation. You don't need to commit to an ongoing partnership to get started with Clara Partners.
That's what our one-off project service is for. We scope clearly, agree on a timeline and budget upfront, and deliver what we said we would. And more often than not, once we've worked together on one thing, clients find there's more we can help with.
What we can help with
Data migrations
Moving from one platform to Salesforce, or cleaning up years of messy data. We've done it many times for nonprofits and charities across Australia and New Zealand.
Custom builds
Specific functionality that doesn't exist out of the box. We scope it, build it, test it and hand it over.
System audits
If your Salesforce isn't working the way it should, we'll find out why. A system audit gives you a clear picture of what's broken, what's underused and what needs attention.
Integrations
Connecting Salesforce to your other platforms — Raisely, Ortto, MoveData, payment processors, document generation, or anything else in your tech stack.
Bridgit implementation
Setting up Bridgit, our native data automation tool, to automate your regular giving data flows and eliminate the weekly spreadsheet shuffle.
Not sure what level of support you need?
We'll have an honest conversation about what makes sense for your organisation. Some nonprofits need a few hours a month. Others need a dedicated ongoing partner. We'll recommend what's right for you.
Case Studies
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The Alfred Foundation
Collaboration in partnerships.
How we helped The Alfred Foundation build stronger donor relationships more efficiently - a demonstration of the harmonious partnership between The Alfred Foundation, Clara Partners and Ortto.
Resulting in a huge uplift in open and click through rates on their email communications.
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Climate Council
A story of trust and transformation.
The Climate Council faced a legacy of problematic data. A previous Salesforce migration left their regular giving program in disarray, with missed payments and inaccurate records.
Our solution was to get them onto a more reliable payment processor and clean up 5 years worth of data.
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Uniting Vic.Tas
Helping find stability after a difficult CRM journey.
Uniting Vic.Tas invested a lot of time platforming, but processes were broken and data was still unreliable.
How we helped them move from system exhaustion to empowerment - a demonstration of how stabilizing data and simplifying complex processes can restore trust in technology.