Salesforce for Nonprofits
Build Systems That Help You Raise More, Engage Better, and Grow with Purpose
We help nonprofits implement and maintain Salesforce Nonprofit Cloud (learn more) so they can manage donations, programs, volunteers, and impact, all in one place.
Many of our nonprofit clients come to us with disconnected systems: Excel spreadsheets, offline donation records, email threads, and donor data scattered across platforms. Some are already using Salesforce but feel lost in the complexity, unsure if it’s really serving their mission. That’s where we come in.
We help nonprofits implement and maintain Salesforce Nonprofit Cloud (learn more) so they can manage donations, programs, volunteers, and impact, all in one place.
Many of our nonprofit clients come to us with disconnected systems: Excel spreadsheets, offline donation records, email threads, and donor data scattered across platforms. Some are already using Salesforce but feel lost in the complexity, unsure if it’s really serving their mission. That’s where we come in.
We specialize in:
Implementing Nonprofit Cloud from scratch, especially for growing teams transitioning from manual tools or platforms like Bloomerang, Kindful, or Excel.
Implementing Nonprofit Cloud from scratch, especially for growing teams transitioning from manual tools or platforms like Bloomerang, Kindful, or Excel.
Optimizing existing Salesforce setups, by streamlining processes, automating key workflows, and improving usability.
Optimizing existing Salesforce setups, by streamlining processes, automating key workflows, and improving usability.
Ongoing strategic support, so your CRM keeps pace with your fundraising goals, team needs, and organizational growth.
Ongoing strategic support, so your CRM keeps pace with your fundraising goals, team needs, and organizational growth.
We are also proud to be an official Donorbox Partner, helping nonprofits integrate Donorbox’s donation forms and recurring giving features directly into Salesforce for better visibility, data accuracy, and donor engagement.
What we deliver:
Custom configuration of objects like Contacts, Donations, Recurring Gifts, Campaigns, and Volunteers.
Custom configuration of objects like Contacts, Donations, Recurring Gifts, Campaigns, and Volunteers.
Automation of acknowledgments, donor journeys, and follow-up tasks.
Automation of acknowledgments, donor journeys, and follow-up tasks.
Dashboards and reports for fundraising, grants, and program impact.
Dashboards and reports for fundraising, grants, and program impact.
Email and calendar sync with Gmail or Outlook.
Email and calendar sync with Gmail or Outlook.
Data migration and cleanup from legacy systems or spreadsheets.
Data migration and cleanup from legacy systems or spreadsheets.
Admin support, documentation, and user training.
Admin support, documentation, and user training.
Ongoing support plans to help you continue growing without technical roadblocks.
Ongoing support plans to help you continue growing without technical roadblocks.
This service is ideal for:
Nonprofits that want a clean, powerful fundraising system.
Nonprofits that want a clean, powerful fundraising system.
Organizations already using Salesforce but not getting enough value from it.
Organizations already using Salesforce but not getting enough value from it.
Teams preparing for grant cycles, board reports, or campaign launches.
Teams preparing for grant cycles, board reports, or campaign launches.
Staff looking to automate admin work and focus more on relationships.
Staff looking to automate admin work and focus more on relationships.
At Palm Consulting, we help you build more than a CRM, we help you build a system that works for your mission. With deep expertise in both Salesforce and nonprofit operations, we make sure your technology is aligned with your goals and sustainable for your team.
Let’s turn your impact into data, and your data into action.
At Palm Consulting, we help you build more than a CRM, we help you build a system that works for your mission. With deep expertise in both Salesforce and nonprofit operations, we make sure your technology is aligned with your goals and sustainable for your team.
Let’s turn your impact into data, and your data into action.
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.
You can contact us at:
hello@palmconsulting.io
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.
You can contact us at:
hello@palmconsulting.io
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.
You can contact us at:
hello@palmconsulting.io
© 2025 - Palm Consulting Team
© 2025 - Palm Consulting Team
© 2025 - Palm Consulting Team