Services

Intuitive Salesforce Design

As a Salesforce.com partner, we have implemented many successful solutions for the nonprofit sector. Our services include discovery, design, development, customization, data migration, implementation, training, and ongoing support. We have assembled a world-class team of partners with extensive experience across a variety of sectors and can translate that experience into improved fundraising and program outcomes for your organization.


QUICKSTART IMPLEMENTATION

We understand that nonprofits are often limited in terms of resources so we’ve designed a QuickStart package to get your systems up and running in no time. Our QuickStart implementation will give you the basic tools and resources that you need to effectively manage your contacts, donors, members, volunteers, grants, events, earned income streams and more. The package includes installation of the Salesforce.com Nonprofit Starter Pack as well as integration with a payment processing system that will allow you to accept online donations and manage events all within your Salesforce instance. We know this may sound overwhelming, so we will also build in training time to ensure a smooth implementation.

FUNDRAISING & EVENT MANAGEMENT

With our unique set of tools, we are confident that we can help your organization take fundraising to the next level. Whether you are looking to improve individual giving, better manage grants or increase event and auction giving, we can help you get there. Our solutions are all integrated with the Salesforce platform so that you are able to capture a 360 degree view of your constituents. Our integrated systems allow you to better gather information, understand who your supporters are, engage your donors, and provide them with the information they need in a simple efficient way.

PROGRAM MANAGEMENT

We thrive when it comes time to customize your Salesforce instance in order to better manage and deliver your program. We’ve worked across sectors crafting solutions for dealing with everything from summer camp registrations to client intake to case management and more. We leverage the power of Salesforce to create a sustainable, user friendly and secure way for your organization to track and manage your results and outcomes. Whether you are looking to move away from using Excel spreadsheets or looking to expand your impact, we are here to help walk you through the steps so you can start making a greater impact in your community.

DATA MIGRATION

We believe in the power of Salesforce to transform your organization. Sometimes, the hardest part of implementing a new system is transitioning and transforming your historic data. We know you’ve worked hard to track your donations and outcomes over the years and we’ll work with your organization to transfer all of that existing data to the Salesforce platform. We have worked with many different legacy systems and spreadsheets and are committed to ensuring your organization is making decisions based on clean, solid data.

ACCOUNTING INTEGRATION

Have you ever dreamed that you could use just one system to enter accounting information? That dream is now a reality for many of our clients. We will work with your accounting system so that it speaks directly to your Salesforce instance. Instead of logging deposits and checks in two separate places and spending hours reconciling your systems, they can now be integrated to improve efficiency and data integrity.

APPLICATION DEVELOPMENT

Do you wish your clients could search for and interact with the services that you provide by visiting a page on your website? Maybe they could even filter those searches by area code or type of service? Solutions to these types of challenges are all available with the power of the Salesforce API code. We can create seamless integrations to display data directly from your Salesforce instance to your constituents in an interactive, user-friendly and mobile responsive way.

TRAINING & SUPPORT

Whether you are looking for a refresher training or needing some additional support for ongoing maintenance of your Salesforce instance, we have a package that will fit your needs. With our support and training packages, your organization can benefit from expert ongoing Salesforce advice, support and administration. We will work closely with your team to help you keep your data clean and secure, create new reports and dashboards, automate common tasks and to optimize your Salesforce usage.

Why Urgensee?
Collectively, we have spent decades working in both the for-profit and nonprofit sectors. Our diverse backgrounds translate into a highly effective team able to take on any challenge with the power of technology. Let us focus on tackling your greatest obstacles so that you can focus on what matters most - your mission. We are a creative, hard-working team, with headquarters in Houston, TX, that is passionate about making an impact in our community.

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