Salesforce Project Management for Nonprofits and Charities
Someone has to keep the whole thing on track. That's us.
A Salesforce implementation involves a lot of moving parts: vendors, technology, data, timelines, decisions, stakeholders and surprises. Without strong project management, it's easy for things to drift, costs to blow out and teams to lose confidence in the whole process.
At Clara Partners, project management isn't a side service. It's built into everything we do. We act as the bridge between your organisation and the technology, keeping everything moving and making sure nothing gets lost in translation.
What we do
Scoping and planning
We scope your project clearly from the start. We define what's in, what's out, what it will cost and how long it will take. No surprises.
Stakeholder management
We keep your team, your board and any third-party vendors aligned throughout. We translate technical decisions into plain language so everyone can make informed choices.
Risk management
We identify risks early and address them before they become problems. We'd rather have a conversation at week two than a crisis at week ten.
Timeline and milestone tracking
We track progress against agreed milestones and keep you updated at every stage. You always know where things stand.
Knowledge sharing
We share our thinking throughout the project, not just our outputs. By the time we hand over, your team understands why decisions were made, not just what was built.
Ready to talk?
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.