Connecting Salesforce to Your Mission
Based on experience with dozens of projects, we partner with nonprofits to implement or improve Salesforce to strengthen their impact. Our work goes beyond just technology setup - we focus on the structure of your data and how everyone at your organization interacts with it. We help organizations make use of Salesforce to drive their fundraising, communications, program, application, outcomes, and volunteer management. Our approach is to:
Personalize your system to your organization’s unique needs - using our experience creating customized organizational systems, we co-design a technology and data system for your specific goals, needs, and resources
Serve as a guide in your implementation, helping to design business processes, anticipate challenges, and implement decisions that will work for your organization in the long-term
Listen to all stakeholders' needs and wants in order to design a system that will work for everyone and, therefore, increase the ease of adoption
Work closely with you to build the knowledge and skills you need to effectively manage your Salesforce
We believe that your database can and should propel your mission forward and make your impact stronger.
As a lifelong champion for social justice, Stefanie has worked with dozens of nonprofits across New England and beyond, starting as a Community Organizer and later as a Professional Organizer. This work informs her consulting practice, which uses technology to strengthen the impact organizations have in their communities. As a consultant, Stefanie has managed and supported over 50 Salesforce projects for nonprofits. She has designed and led trainings regionally on the fundamentals of Salesforce for nonprofits.
Stefanie is a Certified Salesforce Consultant and Administrator and holds an MBA in Nonprofit Management from the Heller School at Brandeis. Her consulting work includes six years at 501Partners, where she led projects for clients, trained new and experienced Salesforce consultants, and developed the core curriculum for Bootcamp training sessions.