Nonprofit
Salesforce Implementation for Nonprofits
At Belmar, we empower nonprofits to achieve their mission through expert Salesforce implementation for nonprofits. Our team specializes in Nonprofit Cloud (NPC) and Nonprofit Success Pack (NPSP), delivering tailored CRM solutions to streamline donor management, fundraising, and program tracking.
With more than 15 years of Salesforce implementation for nonprofit experience, we help organizations maximize Salesforce’s potential to drive impact and efficiency. Ready to transform your operations? Partner with us for nonprofit Salesforce consulting that delivers results.
Scale impact without scaling complexity
Whether you’re embarking on your first technology project or seeking to optimize your existing system, we’re here to support you every step of the way. With a collective portfolio of over 90 Salesforce certifications, 500+ successful project deployments, and a stellar customer satisfaction (CSAT) score of 4.9, our team brings unparalleled expertise to every engagement.
As a proud Salesforce Partner, we have a deep understanding of nonprofits—your mission, goals, and the challenges you face. Our experienced team takes the time to fully understand your unique needs, no matter how complex, and designs innovative, tailor-made solutions to help you thrive.
Beyond implementation, we provide comprehensive training to empower your team with the skills to be self-sufficient and sustainable for the long term. Wherever you are in your digital transformation journey, we’re excited to partner with you to achieve your goals and make a lasting impact together.
Technologies to Implement
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Data Migration
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Nonprofit Cloud & Nonprofit Success Pack (NPSP)
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Accounting Subledger
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Experience Cloud (formerly Community Cloud)
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Marketing Cloud for Nonprofits
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Marketing Cloud Account Engagement (Pardot)
For all your needs
First-time technology project
We know that technology projects can be daunting. Our Salesforce nonprofit experts will walk you through the process and ensure that your investment produces the optimal ROI aligned with your mission.
Road mapping
Building a roadmap is often the best place to start. A clear organizational roadmap reduces risk and aligns leadership, staff, and board.
Strategic projects
Many clients get one chance every 10–15 years to upgrade their technology. Belmar understands the importance of this investment, and our expertise ensures you achieve your goals on time and on budget.
Existing Salesforce customers
For existing Salesforce customers needing system improvements, we review your system, provide recommendations, and help you achieve your goals.
Raiser’s Edge NXT or Luminate migration
If your organization is considering moving from Blackbaud Raiser’s Edge NXT, Blackbaud Luminate CRM, or another platform, we can help you evaluate the process and provide a clear plan to share with your leadership and board.
CRA-compliant tax receipting
Our Canadian nonprofit customers have unique requirements for issuing CRA-compliant tax receipts. Belmar has extensive experience with Canadian tax receipt solutions and can help you select and implement the best solution for your organization.
Areas of Expertise
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Donation management is vital for nonprofits. Regardless of how your organization solicits donations (direct appeals, events, peer2peer fundraising, major donors, corporate gifts/sponsors), we can create processes that will help you efficiently manage and report on your contributions.
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The Belmar team can leverage the Salesforce ecosystem to register specific individuals to their relevant programs. To do this, we have the tools to help you track program eligibility, assessment of services needed, and assigning a case or social worker to a client. Afterwards, we can also provide tracking services, so you stay up to date, while having the insight to implement any further changes as needed.
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Whatever your organization’s programs may be, Salesforce can help you manage those programs, and we can make that process effortless for your team.
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If your organization requires volunteers, we can build a system where they can find all the required information. Examples include: allowing them to sign up as individuals or as a group, see shift times or volunteer opportunities, see if there are specific skills or training required to be a volunteer, and so forth.
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Staying on top of your grants is incredibly important for a nonprofit, but without effective processes in place, it can be confusing and difficult to stay ahead of your applications and reporting requirements. We can help you create an efficient process, where you can track metrics, grant outcomes, and generate reports back to the grantor, to show how the funds made a difference.
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How can an organization tell its story, deliver fundraising campaigns, and capture marketing engagement data to tailor communications, all in one system? By integrating your Salesforce with Pardot (MCAE) or Marketing Cloud for Nonprofits, you can do it all.
Additional Resources
Videos
Blog Posts
Testimonials
Let’s talk!
Ready to take your organization to the next level? Click below to talk to one of our experts.