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Our Services

Empowering nonprofits with trusted Salesforce solutions

At Archer Consulting, we specialize in a comprehensive range of services designed to help your organization harness the full power of Salesforce. From initial discovery and assessment to detailed implementation and ongoing support, we tailor our approach to ensure your organization achieves its goals. Our experts work closely with you to understand your processes and objectives, allowing us to craft customized strategies that drive growth and efficiency.

What We Offer

Discovery

Identifying business needs and aligning Salesforce capabilities with organizational goals.

Assessment

Evaluating current Salesforce usage and identifying areas for improvement.

Improvement

Enhancing existing Salesforce implementations to optimize performance and efficiency.

Implementation

Assisting with the initial setup and customization of Salesforce to meet specific business requirements.

Support Services

Providing ongoing support and training to ensure effective use of Salesforce and address any issues that arise.

Making Salesforce accessible for smaller nonprofits

At Archer Consulting, we aim to support nonprofits of all sizes in leveraging its power ​of Salesforce.  We understand the budget constraints of nonprofits and work to meet clients within their means.  Salesforce Support Services and Assessments offer opportunities to receive  the expertise of seasoned Salesforce consultants in an affordable and accessible way. 

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Salesforce Support Services

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Nonprofits using Salesforce often need small-scale support that is essential to their organization’s operations. This support can help nonprofits maximize their investment in Salesforce. Our team brings extensive Salesforce expertise, as well as a deep knowledge of the nonprofit sector, including fundraising and program operations. We are ready to meet our clients where they are at – in terms of budget, skill and capacity. Whether that is responding to requests, improving existing systems, or training up internal resources.

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No need to worry about a minimum number of hours - you only get charged for the time you actually use.

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Examples of Support Services:

  • Provide coaching, training, and support on day-to-day Salesforce use and management tasks (creating, updating, and utilizing reports and views)

  • Strengthen your Salesforce Administrator’s technical skills so they can manage advanced aspects of the Salesforce environment (backup, automation, advanced reporting, etc.)

  • Support third-party integrations (online donation, marketing tool, form tool, etc.)

  • Develop and sustain best practices for data management (data backup, data cleaning, and duplication management)

  • Develop documentation and training materials that are accessible and easy to understand

 

Salesforce Assessment for Nonprofits

 

Archer Consulting offers an assessment for existing Salesforce systems to monitor the health and offer suggestions for optimization. This assessment covers:

 

  • User Interface

  • System Utilization

  • Automations

  • Permissions

  • Installed Packages/Integrated Apps

  • Best Practices 

 

For a flat fee of $250, we will conduct the assessment and provide a written report detailing the health of each area and providing specific suggestions for improving the overall functioning of your system.

Schedule Your Free Consultation!

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