Salesforce Training for Nonprofits and Charities
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Training that's built around your system, not a generic course
Generic Salesforce training is useful for learning the platform. It's much less useful for learning how your organisation has configured it, what your specific workflows are, or why certain decisions were made.
At Clara Partners, we train your team on the Salesforce you actually use. Whether that's NPSP, Agentforce Nonprofit or a custom configuration. We build training around your system, your processes and your people.
Who we train
End users
Fundraisers, marketers, operations staff, the people using Salesforce every day. We make sure they feel confident, not frustrated.
System administrators
The person or team responsible for managing your Salesforce instance. We train on configuration, user management, reports and dashboards and how to handle common issues.
New staff
Onboarding new team members into an existing Salesforce instance. We make sure they understand not just how to use the system, but why it's set up the way it is.
Leadership teams
For CEOs, CFOs and board members who want to understand what Salesforce can do for their organisation without needing to become power users.
How we deliver training
We work with you to design a training program that fits your team's schedule, learning style and existing knowledge. Sessions can be delivered in-person or online, in groups or one-on-one.
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.