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So Many Options…

  • Just starting out in Agentforce Education (AFE) or Agentforce Nonprofit (AFNP)? Our may be exactly what you need. Start using the latest Salesforce technology quickly for a reasonable flat fee. Then add custom components with a custom implementation as part of the same contract (Quickstart+) or roll straight to managed services to let our team tailor your CRM over time.

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  • Whether you’re looking to expand your use of your existing NPSP or K-12 Kit CRM or add custom elements to your Agentforce Education (AFE) or Agentforce Nonprofit (AFNP) instance, a custom implementation can get you there. Click to learn about some of our custom implementations over the years.

  • Let our team become part of your team with managed services. Our flexible managed services options give you exactly the support you need. From onboarding users and release updates to building new custom processes in your CRM, our managed services team does it all!

  • Brand new in 2026, our administrator cohort training gives your internal system admin hands-on training geared towards nonprofit and education organizations like yours.

  • When you need some help with Salesforce but don’t want a long-term contract, a midterm engagement could be helpful. These three-month engagements act as a bucket of hours that can be used for consultation, customization, maintenance, and more.

  • When you know your Salesforce instance isn’t working well for your team but you aren’t sure why, an audit could be the answer to your problems. Designed for existing Salesforce orgs, our audits look into your setup, permissions, automations, and basic data to help you get a handle on what needs improvement.

Fundraising Quickstarts

Program Management Quickstarts

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FAQs

  • 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.

  • 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:

    1. 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!)

    2. 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.

    3. 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!

  • 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.

  • 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.

  • 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!