Custom Implementation & Optimization to Maximize Your Mission
Unlock the Full Potential of Salesforce for Your Nonprofit
Explore Our Solutions
From strategy to implementation and ongoing support, we tailor Salesforce to fit your nonprofit’s needs. Click below to learn more about how our services can help you streamline operations, improve donor engagement, and maximize fundraising impact.
Strategy & Technology RoadmapsMoreLess
Ensure your Salesforce investment aligns with your nonprofit’s mission.
We help you build a technology roadmap that optimizes fundraising, donor engagement, and program tracking.
- Salesforce Platform Consulting – Evaluate your organization’s needs and develop a tailored strategy.
- Fundraising & CRM Strategy Alignment – Improve donor engagement and fundraising outcomes through data-driven insights.
- Program & Grant Management – Track programs, measure impact, and ensure compliance.
- Salesforce Health Checks – Identify inefficiencies, optimize configurations, and improve performance.
System IntegrationMoreLess
Seamlessly connect Salesforce with the tools your organization relies on.
Our team ensures smooth data flow between platforms to improve efficiency.
- Install & Configure Standard Apps – Set up and optimize third-party tools like donation platforms, event management software, and email marketing systems.
- Enhance Existing Integrations – Use automation and workflows to improve how systems communicate.
- Custom API Development – Build advanced integrations for real-time data syncing between Salesforce and external platforms.
Automation & Workflow OptimizationMoreLess
Save time and reduce errors with intelligent automation.
Our experts help nonprofits streamline operations with Salesforce automation tools.
- Salesforce Flow Design & Implementation – Reduce manual processes by automating donor engagement, volunteer tracking, and program updates.
- Process Builder Migration – Transition from legacy automation tools to more efficient solutions.
- Email & Donor Stewardship Automation – Send personalized donor acknowledgments, engagement updates, and renewal reminders automatically.
- Recurring Data Updates & Cleaning – Keep records accurate, clean, and up to date.
Analytics & ReportingMoreLess
Turn data into actionable insights.
We create powerful reports and dashboards to help you measure success and make informed decisions.
- Custom Dashboards & Reports – Get real-time insights into donor behavior, fundraising performance, and program impact.
- Impact Analytics – Measure key metrics to demonstrate effectiveness to stakeholders and funders.
- Einstein AI for Nonprofits – Leverage predictive analytics to optimize outreach and donor engagement.
- Tableau Reporting – Visualize and analyze complex data for strategic decision-making.
Data Management & MigrationMoreLess
Keep your Salesforce data accurate, clean, and accessible.
Our data management solutions help you maintain high-quality records and ensure seamless transitions between systems.
- Legacy CRM & NPSP to NPC Migrations – Move data safely from older systems while preserving accuracy.
- Duplicate Record Management – Identify and eliminate duplicate records to improve efficiency.
- Data Audits & Cleanup – Regularly assess and optimize data quality for better reporting.
- Historical Data Archiving – Store past records securely without slowing down your system.
Configuration & CustomizationMoreLess
Tailor Salesforce to fit your nonprofit’s exact needs.
We customize the platform so you can track, manage, and analyze data in the most efficient way.
- Nonprofit Cloud Setup – Configure Salesforce Nonprofit Cloud to align with your workflows.
- Custom Objects & Workflows – Build unique structures to match your programs, donor management, and fundraising efforts.
- Page Layout & User Interface Design – Optimize user experience with customized layouts.
- Experience Cloud Portals – Create donor, volunteer, and member portals for easy access to information.
Custom DevelopmentMoreLess
Unlock the full potential of Salesforce with advanced customizations.
We build bespoke solutions that go beyond standard configurations.
- Apex Customization – Implement advanced coding solutions for complex needs.
- Visualforce & Lightning Web Components – Develop tailored user experiences within Salesforce.
- Custom API Development – Enable real-time data exchange across multiple systems.
- Sandbox Management – Safely test new features before rolling them out.
Ongoing Salesforce SupportMoreLess
Ensure long-term success with expert support.
We help nonprofits stay updated, secure, and fully optimized.
- Post-Implementation Support – Get expert help as your needs evolve.
- Salesforce Release Management – Stay ahead with the latest Salesforce updates.
- Role-Based Training – Ensure staff understands and utilizes Salesforce effectively.
- Compliance & Security Updates – Keep your system secure and aligned with nonprofit regulations.
Optimize Your Nonprofit with Salesforce-Powered Solutions
As a Salesforce Cloud Alliance Partner, DNL OmniMedia provides expert Salesforce consulting, implementation, and support for midsized, large, and enterprise-level nonprofits.
With 140+ years of combined experience, we help organizations streamline operations, improve donor engagement, and increase fundraising efficiency with customized Salesforce solutions.
Why Nonprofits Choose DNL OmniMedia
End-to-End Support
Strategy, implementation, optimization, and training.
Custom-Tailored Solutions
Built to align with fundraising, donor management, and grant tracking needs.
Flexible Engagements
Whether you need a full implementation or targeted improvements, we’re here to help.