Salesforce Nonprofit Cloud. Implemented for Impact.

Salesforce configured for how nonprofits actually work.

Schedule Your Nonprofit Cloud Consultation








20+

Nonprofit Projects Completed

5,000+

Hours of Nonprofit Domain Expertise

20+

Nonprofit SMEs on Staff

360+

Certifications

90%+

Repeat Business

4.9/5

CSAT

Infoglen: Your Trusted Partner for Salesforce Nonprofit Cloud Implementation

As a Salesforce Crest (Gold) Partner, we don’t just implement Salesforce for nonprofits, we help you turn it into the operational backbone your mission depends on.
Your Donor, Program and Financial Data, In One Place: We bring fundraising, grants and constituent management into a single Salesforce environment designed around how your organization actually operates.
AI That Works for Your Mission: Agentforce and Einstein configured for practical value, smarter donor engagement, automated grant workflows and predictive insights that flag what matters before it’s too late.
Built by a Team That’s Done This Before: Deep NPSP and Nonprofit Cloud expertise, pre-built accelerators and a delivery methodology that gets you to impact faster, not just to go-live.
A System Your Board Will Actually Trust: We measure success by whether your team stops dreading board reports, your donors feel known and your operations run without manual workarounds.

We Use the Complete Nonprofit Salesforce Toolkit

We work across the full Salesforce ecosystem to power nonprofit operations, from donor management to AI-driven insights.

Donor & Constituent Management

Donor & Constituent Management

Fundraising & Grant Management

Fundraising & Grant Management

Experience Cloud Portals

Process Automation

Process Automation

Accessibility & Compliance

AI & Analytics

AI & Analytics

Infoglen

Salesforce Nonprofit Cloud Architecture

A connected ecosystem designed for nonprofit operations.
LAYER 01

Salesforce Product Suite

Nonprofit Cloud
NPSP
Sales Cloud
Service Cloud
Experience Cloud
Marketing Cloud
CRM Analytics
LAYER 02

Key Integrations
& AppExchange

Accounting Subledger
Classy / DonorBox
WealthEngine
MuleSoft
Tableau CRM
Click and Pledge
LAYER 03

External Systems

Payment Gateways
StripeBraintreePayPal
ERP
QuickBooksSAPIntacct
Volunteer Management
WooCommerce
Integrations We Work With

Integrations we work with

We connect Salesforce to your nonprofit's existing ecosystem: payment processing, marketing, event management, document signing, accounting and ecommerce, so every system your team relies on works from the same source of truth.

  • Payment Gateways Braintree, Stripe, PayPal
  • Marketing Pardot, Campaign Monitor
  • Event Management FormAssembly, Zoom / Zapier
  • Document Signing Adobe Sign, Docusign
  • Ecommerce WooCommerce
  • Accounting Avalara, Intacct
  • Account Management QuickBooks
BRAINTREE, STRIPE, PAYPAL PARDOT, CAMPAIGN MONITOR FORMASSEMBLY, ZOOM / ZAPIER ADOBE SIGN DOCUSIGN WOOCOMMERCE AVALARA, INTACCT QUICKBOOKS Salesforce

Our Solutions for Your Nonprofit's
Toughest Operational Challenges

Your Challenge

Our Solution

We don't really know our donors

Your team can't see a donor's full history, gifts, event attendance, volunteer activity, communication, in one place. Every task feels like a cold start.

Conversation picks up where it left off

Every conversation starts with context. We unify donor history, engagement, and preferences in Salesforce NPSP/Nonprofit Cloud, helping your team deliver more meaningful interactions.

Reconciling donations in spreadsheets

Gifts come in from multiple sources, online, events, corporate matches, grants and your team spends days manually matching them to the right funds.

Your finance team gets their week back

We connect your donation sources, automate fund allocation and integrate directly with systems like Intacct and QuickBooks, so reconciliation happens in the background, not on someone's desk every Monday morning.

Our portal works for staff, but not for anyone else

Donors can't see their giving history. Volunteers can't log hours. Grantees can't submit reports. Everyone emails your team instead.

People help themselves and your inbox goes quiet

We build Experience Cloud portals where donors check their giving history, volunteers log hours and grantees submit reports on their own. Each role sees exactly what they need.

Board meetings are a scramble

Every quarter, your team pulls data from three systems, builds slides manually and still can't answer follow-up questions on the spot.

Board meetings backed by insights

We set up CRM Analytics dashboards that pull impact data, fund allocation and donor trends in real time.

We're not sure we're compliant

Your website hasn't been audited for accessibility. Donor PII isn't governed consistently. You know it's a risk, but it hasn't been prioritized.

Compliance, built in

We build ADA/WCAG compliance, donor data governance and ISO 27001:2022 security practices into your system from day one

Results You Can Expect
Because We’ve Done It Before

Our nonprofit Salesforce implementations consistently deliver real, measurable results for our clients and we can do the same for you.

2x

Increase in operational efficiency

60%

Reduction in manual work

50%

Faster refund processing

70%

Reduction in manual contact management

Our 7-step Implementation Approach

Our approach ensures every stage, from discovery to adoption, is optimized for the unique requirements of donor management, grant compliance and program delivery.

Discovery

We map your donor journeys, program workflows, grant requirements and reporting needs to define the ideal Salesforce configuration strategy.

Data & Integration Setup

Configure NPSP/Nonprofit Cloud data models, constituent records, GAU structures and integrations with financial systems (Intacct, QuickBooks) for a strong data foundation.

Platform Enablement

Activate donor management, grant tracking, program operations and Experience Cloud portal, ensuring each module is configured for your operating model.

Template & Workflow Setup

Build automated donation flows, task assignment rules, error monitoring systems and reusable reporting templates for consistent, scalable operations.

Automation & AI Configuration

Implement Einstein Analytics, CRM Analytics dashboards, Agentforce-ready workflows and predictive capabilities for proactive donor engagement and impact measurement.

Training & Enablement

Enable your team with best practices for donor management, grant tracking, reporting and system administration, tailored to nonprofit workflows.

Continuous Optimization & Insights

Post-launch, we monitor adoption, track operational KPIs and refine configurations to ensure long-term ROI and scalability as your mission grows.

Customer Success Stories

Discover how Infoglen has helped nonprofit organizations solve complex operational problems and deliver meaningful results with Salesforce.

Awana | Youth Empowerment Nonprofit

The Challenge: Donations and orders were handled manually across multiple systems, leading to errors, high storage costs and difficult reconciliation.

Our Solution:
• Migrated entire donation and customer data ecosystem into Salesforce NPSP
• Built a custom order entry system for their Customer Care team
• Integrated WooCommerce and ETF systems to automate donation flows
• Implemented GAU allocations for precise fund tracking
• Connected Avalara for tax and Braintree for payments
• Archived 5+ years of historical records into Big Objects to cut storage costs while keeping data accessible via CRM Analytics
• Built a real-time error monitoring system to catch and resolve processing issues before they compounded

The Outcome

2× increase in operational efficiency. 50% faster refund processing. 60% reduction in manual work.

Technology Stack:
Salesforce NPSP, Pardot, Avalara, Braintree, WooCommerce, Big Objects, Intacct, Apsona, LWC

Testimonial

"Each consulting team member had a 'can-do' attitude and worked collaboratively to resolve tough challenges quickly."

Center for Care Innovations | Healthcare Access Nonprofit

The Challenge: CCI distributes health resources and runs educational programs for underserved communities. Their website wasn't ADA/WCAG compliant. They had no visibility into user behavior. Knowledge article filtering was inefficient. Contact records were assigned manually. No automated system existed for grants, events, or email marketing.

Our Solution:
• Phase 1 (User Experience): Integrated Userway accessibility widget for ADA compliance, implemented Hotjar for user behavior tracking, built custom filtering for Knowledge Base, automated contact-to-organization assignment using email domain matching
• Phase 2 (Grant & Event Management): Implemented Salesforce with Click and Pledge for grant and donation tracking, integrated FormAssembly for event registrations, connected Zoom via Zapier for automated webinar data transfer, set up Campaign Monitor for email marketing

The Outcome

70% reduction in manual contact record management. 60% increase in user engagement. ADA/WCAG-compliant website. Streamlined grant management and automated event registration.

Technology Stack:
Experience Cloud, Click and Pledge, FormAssembly, Hotjar, Campaign Monitor, Zapier, Userway

Testimonial

"With Infoglen as our digital partner, our knowledge library has become a powerful tool."

Salesforce Nonprofit Cloud Implementation | FAQs

  • Q: How long does a typical nonprofit Salesforce implementation take?

    A standard implementation typically ranges from 8 to 14 weeks depending on the complexity of your data, number of integrations and portal requirements. We also offer accelerated packages for organizations looking to go live with core NPSP and donor management capabilities in as little as 4 to 6 weeks.

  • Q: We're already on Salesforce but it's not working well. Can Infoglen help fix an existing implementation?

    Yes. A significant portion of our nonprofit work involves rebuilding or optimizing implementations that were originally configured using generic CRM templates. We assess your current setup, identify gaps and restructure it around your actual operating model, without requiring a full re-implementation.

  • Q: How do you handle data migration from legacy systems?

    We run a structured migration process that includes data audit, deduplication, field mapping, validation and test loads before any production cutover. We've migrated data from legacy CRMs, spreadsheets, custom databases and platforms like Raiser's Edge and Blackbaud into NPSP/Nonprofit Cloud.

  • Q: What kind of post-go-live support does Infoglen provide?

    We offer ongoing optimization and managed services after launch, including adoption monitoring, configuration refinements, new feature rollouts and quarterly health checks.

  • Q: Should we go with NPSP or Salesforce's newer Nonprofit Cloud?

    It depends on your organization's size, complexity and roadmap. NPSP is mature, well-supported and works well for many organizations today. Salesforce's newer Nonprofit Cloud offers a different data model with longer-term platform alignment. We assess your specific needs and recommend the right path and can also plan a phased transition if that makes sense down the line.

  • Q: Can Infoglen work with our existing IT team or Salesforce admin?

    Absolutely. We frequently work alongside in-house admins and IT teams, either leading the implementation with your team embedded, or providing targeted expertise on specific modules while your team handles day-to-day administration.

  • Q: How does Infoglen's pricing and engagement model work for nonprofits?

    We offer a flexible engagement model, including fixed-scope projects, time-and-materials and ongoing managed services. We're happy to discuss what fits your budget and timeline during an initial conversation.

Your mission is growing. Your Salesforce should grow with it.

Whether you're migrating for the first time, fixing a broken implementation, or scaling a system that's outgrown its original design, let's talk about what's possible.