Services

Industries

Blog

Career

Your trusted Salesforce Partner for Nonprofit Cloud

Build Systems That Help You Raise More, Engage Better, and Grow with Purpose.

Get your free consultation

5 stars on Salesforce AppExchange.

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

Get your free consultation

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.

Palm Consulting adapted Salesforce to the way we work, not the other way around. The automations they built save us a huge amount of time.
K. Morales
Review on Trustpilot
They didn’t just implement Salesforce, they showed us how to use it every day. We now have real visibility across donors, programs, and campaigns.
D. Roberts
Review on Trustpilot
They migrated all our data and created dashboards that our board uses at every meeting. Their guidance made adoption easy.
L. Mitchell
Review on Facebook
Palm Consulting organized our entire donor database and automated tasks that used to take hours each week. The transition was smoother than we expected.
E. Carter
Review on Google

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.

Are you certified Salesforce experts?

Yes. Our team is certified and experienced in implementing Salesforce for nonprofits of all sizes.

Do you offer a free consultation?

Can you migrate our existing donor and program data?

Do you provide training after the implementation?

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.

Let’s Collaborate

You can contact us at:

hello@palmconsulting.io

Get in touch

Based in

★ Palm Beach, FL

700 S. Rosemary Ave. West Palm Beach, FL 33401

+1 (561) 312-8731

Our socials

Instagram

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.

Let’s Collaborate

You can contact us at:

hello@palmconsulting.io

Get in touch

Based in

★ Palm Beach, FL

700 S. Rosemary Ave. West Palm Beach, FL 33401

+1 (561) 312-8731

Our socials

Instagram

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.

Let’s Collaborate

You can contact us at:

hello@palmconsulting.io

Get in touch

Based in

★ Palm Beach, FL

700 S. Rosemary Ave. West Palm Beach, FL 33401

+1 (561) 312-8731

Our socials

Instagram