i n o v i

Data Migration Salesforce Nonprofit Cloud

Digital transformation so you can stay focused on your mission.

It’s Time For Digital Transformation

Charitable organizations must be responsible stewards of donor resources, and one of their most valuable commodities is their time.

Repetitive and time-consuming manual tasks such as grant applications, disbursing funds, case management, reconciling account data, reporting to donors, tracking volunteer hours, event planning and digital marketing can squander precious hours that nonprofit employees could be spending on advancing the organization’s mission.

Inovi Solutions works with nonprofits, community organizations, charitable funds, family offices and other organizations to digitally transform their processes, operations, customer relationship management and other tasks in Salesforce Nonprofit Cloud to make them more efficient and effective in fulfilling their mission.

Migration & Integration of Legacy Systems

Our team ensures that your data is secure and protected as we migrate it out of your legacy platforms to Salesforce Nonprofit Cloud. We can also integrate any third party specialty platforms you rely on for human resources, payroll, employee benefits, hiring, invoicing and billing, accounting, bookkeeping, digital asset management, digital marketing, etc.

Excellent Use of Donor Resources

Bespoke development by Inovi Solutions delivers an immediate return on your investment in Salesforce Nonprofit Cloud because our solutions empower your staff to use their time more wisely and efficiently, which frees them up to spend more time advancing your mission.

Repetitive tasks that previously took significant amounts of time can be completed in just minutes. There will be fewer errors and data reconciliation problems. As we develop your customized Salesforce Nonprofit Cloud instance, we proactively look for ways to improve your business processes and other functions across the organization — such as using pull-down menus and picklists to reduce errors from typos or imperfect data entry.

Custom Salesforce Nonprofit Cloud Solutions

Inovi’s dedicated team of Certified Salesforce Consultants works closely with senior leaders at nonprofits to diagnose and reveal operational pain points and long-term business process automation needs.

We then architect and develop custom functionality within the Salesforce Nonprofit Cloud platform to mirror and support your unique way of doing business.

Salesforce Nonprofit Cloud can transform and automate the way your organization handles:

  • Case management
  • CRM and digital marketing
  • Donor outreach
  • Reporting and dashboarding
  • Automate issuance of tax deductible donation letters
  • Data gathering and data management
  • Payment and disbursement automation
  • Reconciling accounting data with subledgers
  • Tracking of volunteer hours and in-kind donations
  • Event planning and organization

Training and Onboarding

One of the most intimidating things for nonprofit leaders and staff is learning how to use Salesforce Nonprofit Cloud.

Inovi Solutions offers customized training and onboarding programs to help everyone in your organization get comfortable with using Salesforce Nonprofit Cloud and learn how to use the custom features we’ve developed for your team. We also offer ongoing training and support for new releases from Salesforce so your team can take advantage of the latest enhancements to the platform.

Ongoing Development Support

As your nonprofit evolves and your organization’s needs change, Inovi offers ongoing Salesforce Nonprofit Cloud development and support. We can also augment your existing staff or third party resources with flexible and affordable solutions on a part-time, short-term or long-term basis.