Your trusted Salesforce Partner for Nonprofit Cloud
Build Systems That Help You Raise More, Engage Better, and Grow with Purpose.
Step 1
Schedule a Free Consultation
We review your nonprofit’s goals and current setup.
Step 2
System Evaluation
We map your processes and define what your Salesforce needs.
Step 3
Implementation & Go-Live
We configure your Nonprofit Cloud and train your team.
Salesforce for Nonprofits that actually supports your mission
Our team helps nonprofits organize donors, volunteers, and programs inside Salesforce so they can focus on impact, not admin work. We build simple, practical systems your team can adopt right away.
- Donor, volunteer, and program tracking
- Automation that saves time every week
- Dashboards that show what matters
Our services
We help nonprofits set up and optimize Salesforce to improve fundraising, outreach, and program management.
Nonprofit Cloud Setup
Initial configuration for donors, volunteers, programs, and household management.
Data Migration
Clean transfer of contacts, donations, volunteers, and program history into Salesforce.
Fundraising & Donor Journeys
Setup of pipelines, automations, and recurring giving workflows.
Program Management
Tracking of services, case records, attendance, and program outcomes.
Automation & Flows
Smart workflows that reduce manual work and save your team time.
Dashboards & Reporting
Clear visibility of fundraising, outreach, and program impact.
Need help with Salesforce for your nonprofit?
Get Salesforce for FREE through the Power of Us Program
Eligible nonprofits may receive free Salesforce licenses through the Power of Us Program. We guide your team through the application process and help you get everything ready so you can start using Salesforce if your organization is approved.
- Support to apply for free Salesforce licenses
- Setup for donor, volunteer, and program tracking
- Dashboards that highlight your impact
What our customers say
Our customers are at the heart of everything we do. We listen to your needs and customize our services to meet them.
A great experience - very responsive, knowledgeable and helpful throughout the process!
Hugh D.
Klimt & Design
Palm Consulting was an absolute pleasure to work with! From our initial engagement, they impressed us with their thoroughness, professionalism, and friendly demeanor. Once the project began, they went above and beyond to deliver results that exceeded our expectations. Their expertise in setting up and optimizing our Salesforce account was evident in every detail of their work. We are thrilled with the outcome and will definitely be using Palm Consulting’s services for future projects. Highly recommend!
Matt H.
Circa Team
I've been extremely pleased with Palm Consulting. They've been able to give us detailed analysis, expert guidance, and efficient follow through on all projects. We love how transparent they are with how they are utilizing the time on projects. Highly recommend them!
John. B.
Access College America
Palm and their team is extremely helpful and proficient at the work they do! They are patient and always ready to find the best solution for our team. Countless hours have been spent with them and they are truly a great company to work with!
Katie Staton
AppExchange Community Review · High Tech
I hired Palm Consulting to give our company’s Salesforce a complete makeover, and I worked with Mariana, who has been incredible to work with. She is insanely responsive, extremely detailed, and on top of every single detail. She truly takes ownership, understands exactly what we need, and consistently goes above and beyond. I couldn’t be happier with her work and would highly recommend her to anyone looking for someone who is both exceptionally capable and incredibly reliable.
Michelle St Clair
AppExchange Community Review · Travel & Hospitality
Your questions, answered
Answers to the most common questions nonprofits ask before starting a Salesforce project. If you don’t see what you need, feel free to contact us.
Yes. Our team is certified and experienced in implementing Salesforce for nonprofits of all sizes.
We are also Donorbox partners
As a Donorbox Partner, we help nonprofits connect Donorbox with Salesforce so all donor activity lives in one place. Our team manages the setup, automation, and data flow, giving you clear visibility into donations and campaign performance, without extra admin work.
Let's be in touch
Contact Us
Whether you’re exploring options or ready to optimize your CRM, we’re here to help. Contact us today and let’s find the right solution for your business.