Salesforce Implementation for Nonprofits and Charities
From discovery to go-live we manage the whole journey
Getting Salesforce right from the start makes everything easier. Getting it wrong is expensive, damaging and surprisingly common. At Clara Partners, we've seen what happens when implementation is rushed, poorly scoped or handled by a team that doesn't understand the nonprofit sector. We do it differently.
Our implementation process is end-to-end. We start with discovery by really listening to your organisation, your data, your team and your goals. We design a solution that fits how you actually work, not how a textbook says you should. Then we manage everything through to go-live: configuration, data migration, testing, training and handover.
What's included
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Discovery and scoping
We spend time understanding your organisation before we touch any technology. Your fundraising processes, your data structure, your team's capabilities and your goals all shape what we build.
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Salesforce configuration
We configure Salesforce to match your organisation's specific needs. No off-the-shelf setups that don't quite fit.
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Data migration
Clean, accurate data is the foundation of a Salesforce implementation that actually works. We audit, clean and migrate your existing data so you start on solid ground.
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Testing and quality assurance
Before anything goes live, we test thoroughly. So when your team logs in for the first time, they can do so with confidence.
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Training and handover
We train your team on the system we've built. This is not a generic Salesforce course. When we hand over, we make sure your people feel confident, not confused.
How long does it take?
Most nonprofit Salesforce implementations take between 10 and 12 months depending on complexity, data volume and the number of integrations required.
We'll give you a clear timeline from day one and we'll keep you across it throughout.
Ready to get started?
If you're considering a Salesforce implementation for your nonprofit or charity, we'd love to talk. No obligation or jargon, just an honest conversation about what's possible.
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.