At Tipping Point, we partner with you to esure your Salesforce CRM works for you — not the other way around. Our services are structured to meet a variety of timelines and budgets, and we’re confident we can help your team make the best use of your CRM.
Find the services that’s right for you…
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Our quickstarts offer an affordable way to quickly make use of your Agentforce Education or Agentforce Nonprofit Salesforce instance.
Benefit from our years of Salesforce fundraising and program management to get started quickly and efficiently in a data model that makes sense. Then add custom components that are tailored to your organization’s specific data tracking needs.
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The options for data tracking and integration in Salesforce are virtually limitless. But you may not know where to start so that your system can seamlessly track your organization’s crucial data. We help you plan and execute Salesforce customizations that will work for your front-line users and give you the reportability you need.
Whether you’re looking to expand your use of your existing NPSP or K-12 Kit CRM or customize your Agentforce Education or Agentforce Nonprofit (AFNP) instance, a custom implementation can get you there. Click to learn about some of our custom implementations over the years.
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You’re already using Salesforce, but your team is frustrated by the system, or you just don’t have bandwidth to onboard users, pull accurate reports, or expand your use of the system. Let our team become an extension of yours with managed services. Our flexible packages give you the support you need at a price that fits your budget.
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Your team wants to manage your Salesforce instance independently, and you have a team member with interest and capacity. But navigating Trailhead is overwhelming, and Salesforce’s system administrator training is geared towards B2B organizations.
Our cohort training model gives your internal system admin(s) hands-on training tailored for nonprofit and education instances like yours. The cohort model means your admin(s) can learn from others, and it keeps the hands-on, expert-led training affordable!
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Your team is using Salesforce, but it isn’t quite working like you think it should. Or you have some specific ideas for new automations or system adjustments to make it better — but no idea how to bring them to life!
A midterm may be the right solution for you. These three-month engagements let your team use hours for consultation, customization, maintenance and more — without a pricier project model or a longer-term managed services contract.
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You know your Salesforce instance isn’t working well for your team. Maybe data seems to be missing or duplicated, or you just can’t quite trust the reports you’re pulling. Or you know you could work more efficiently with some automations, but aren’t sure where to begin. Our comprehensive Salesforce audit looks at your setup, permissions, automations, and data hygiene to help you understand where you are and the best options for next steps.
Fundraising Quickstarts
Program Management Quickstarts
Extend Your Team with Tipping Point
Our managed services motto is “If it touches Salesforce, we can help with it!” The experienced consultants on our team love to help you dream big about what your data can do for you and help you get there over time with an affordable plan.
Our six- or twelve-month packages give us time to really get to know your team and your Salesforce instance. Offering engagements from 40 hours to 200 hours, we can work within your team’s needs and budget.
Each plan gives you a go-to Tipping Point team member, a ticketing system to report issues or ask for adjustments quickly, and regular check-in meetings so we are all on the same page. Managed Services clients also have access to exclusive booster packages, which give your team more time with us during seasons when you just need a bit more help.
Existing Salesforce organizations can come straight to Managed Services. We’ll start by getting to know you and your instance with and audit, and then move into taking care of your priorities — whatever they are. Many of our implementation clients also move to managed services to get ongoing support for their new implementation. Either way, we guarantee that our team will feel like part of yours!
System Administrator Cohort Training
Over the course of five weeks, “accidental admins” and administrators in training from Education and Nonprofit organizations learn the essentials of system administration in Salesforce together. You’ll be led by the experts at Tipping Point with hands-on activities designed just for nonprofit and education users.
The training covers:
Navigating the Setup menu
Managing users, including updating profiles and permissions
Data modeling and making changes to your metadata
Ways to keep your data clean, including validation rules and duplicate rules
Designing dynamic pages with Lightning App Builder
Helping your team leverage standard productivity tools
Generating reports and dashboards
Adjusting, troubleshooting, and building flows
And more!
“This was a great opportunity to apply out of the box Salesforce Trailhead content to the day to day management of our customized instance. Abby and her team know every corner of our instance and took the time to translate Trailhead training and practical admin tasks into content that will improve the user experience at all levels of our organization.”
FAQs
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It depends! Not-for-profit education organizations are generally able to access Salesforce’s Power of Us program, which gives them free and deeply discounted access to the platform. The cost of an implementation varies depending on what your organization needs. Give us a call today to talk through your needs, and we’ll create a custom proposal.
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Salesforce implementations can take anywhere from a few weeks for a straightforward, simple setup to several months or more. The timeline largely depends on three factors:
Complexity: Are you using Salesforce to integrate data from multiple places? Implementing acorss several distinct teams? Or just looking to enhance basic Education Cloud functionality? The more complicated your implementation is, the longer it will take. (But we often do a phased approach so some of your teams can access Salesforce sooner rather than later!)
Data: If you have tens or hundreds of thousands of prospects, decades’ worth of data, or data that lives in multiple databases and spreadsheets, we’ll need more time to clean it up and get it ready for import. If you’re a new organization or starting your data largely from scratch, we won’t need as much time.
Availability: Any CRM implementation takes input and involvement from your team. If you have limited availability for meetings and training, we’ll implement over a longer period of time. We’d rather get it right than do it fast without your input!
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Salesforce is not yet a comprehensive student information system (SIS), so don’t look for that here. But it is a world-class system for managing communications, applications, and high-level aggregate data.
Leveraging Salesforce allows you to create a customizable in interface for both your internal staff users and students and parents using an Experience Cloud portal. With these tools, you can capture prospective students all the way through the pipeline to matriculation and beyond.
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We require all of our clients to earmark at least one team member to be a system administrator and Salesforce super user. We start working with this person (or a small team of people) from the very start of your project to skill them up in Salesforce administration. By the time you’re live, they should be able to add new users, conduct basic user training, run reports, create dashboards, and generally understand how your instance operates.
We also offer managed services package if you want to have Tipping Point on tap for ongoing development.
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With our years of Salesforce experience, we’ve implemented a ton of excellent apps off of Salesforce’s AppExchange. In fact, the open source nature of Salesforce and the AppExchange is one thing we love about it. You can pick and choose the functionality your organization needs to thrive.
We have a wealth of experience and a list of our favorite apps for different use cases, like event management and online giving. But if you are already using or have in mind a specific Salesforce-integrated platform or app, just let us know. Even if we’ve never heard of it before, we’re always eager to learn something new!
