Services

Solution Design and Implementation

Are you looking to add more features or improve your already existing database or Salesforce instance? Do you have multiple tools you wish you could get to talk to each other? Are you thinking of migrating to Salesforce with more than just your contacts?  If you answered yes to any of these questions, this service is a great option for small to medium custom projects.  

SwiftLaunch Salesforce Setup

SwiftLaunch sets up a basic configuration of SalesForce and includes a data migration of all account, contact and donation information.  This is a great option for organizations just starting their Salesforce solution, who need a basic CRM.

Remote and Onsite Training

Many organizations have invested in a SalesForce solution, but don't have the bandwidth to train and onboard their users. Sometimes organizations may have staff using the system properly, but could use a refresher or even administrator level training for specific users. This service offers trainings customized to your Salesforce instance and your user's specific needs, and can be done remotely or onsite.

Ongoing Success and Guidance

This service includes 15 hours of remote SalesForce administrative configuration and development plus unlimited "how-to" help.  It's perfect for organizations who may need a temporary administrator, have a big launch coming up and want to ensure they have the expertise they need close-by, or any organization that needs a secure tech backup plan.