Transforming Foundations with Salesforce CRM

Bringing a Little Midwest Magic to Your Mission

Discover the

Salesforce Difference for Foundations

Are you tired of juggling donor management and grant tracking while trying to make a difference? At Redpath Consulting Group, we understand that foundations are the heart and soul of community impact—whether you’re focused on healthcare, community development, or youth services. The demands can be overwhelming, but imagine streamlining your work, boosting engagement, and magnifying your impact—Salesforce can make that happen!

We specialize in Salesforce implementation for foundations, helping organizations like yours simplify donor management and grant tracking. Let’s dive into how Salesforce’s powerful tools can help your foundation thrive.

Hands holding smart phone ready to push "donate" button

Why Salesforce is Your Foundation’s New Best Friend

Salesforce isn’t just a CRM—it’s your trusty sidekick designed to help you tackle the unique challenges of running a foundation (cape not included). From tracking donors to managing grants, Salesforce has you covered.

Key benefits of Salesforce for Foundations

Enhanced Donor Engagement and Management
  • 360-degree donor view for personalized interactions
  • Segmentation tools for targeted communication strategies
  • Integrated fundraising technology for improved donor retention
Improved Collaboration and Productivity
  • Centralized data hub for efficient teamwork
  • Automated workflows to reduce manual tasks
  • Integration capabilities with other nonprofit software
Streamlined Grant Management
  • Automated application workflows
  • Comprehensive impact tracking and reporting
  • Efficient fund control and disbursement management
Advanced Reporting and Analytics
  • Real-time dashboards for performance visualization
  • Data-driven insights for strategic decision-making
  • Nonprofit-specific analytics for measuring impact
Scalable Solutions for Growing Foundations
  • Customizable platform that evolves with your needs
  • Seamless integration with existing foundation technologies

Leverage the Power of Salesforce Nonprofit Cloud

As a proud Salesforce partner, Redpath Consulting Group helps foundations implement Salesforce Nonprofit Cloud—a comprehensive solution tailored specifically for nonprofits like yours. This platform unifies fundraising, program management, marketing, and grantmaking so you can fund, deliver, and measure your impact more effectively.

Laptop open with screenshot of major donor record in Salesforce org

Solutions Tailored for your Foundation Type

Community
Foundations

Focused on diverse projects and local impact? Salesforce helps you manage donor engagement and initiatives for maximum community benefit.

Hospital
Foundations

Juggling HIPAA compliance, donor relations, and event planning? Salesforce can help you keep everything organized while maintaining patient privacy. 

Corporate
Foundations

Blending philanthropy with business goals? Manage employee giving seamlessly while making social responsibility shine.

Key Salesforce Features for Nonprofit Foundations:

Nonprofit Cloud for donor and grant management, fundraising, program management and more
Einstein Analytics for data-driven decision making
Experience Cloud for donor and grantee portals
Salesforce Anywhere for remote collaboration

The Power of Data Analytics

Salesforce’s robust analytics capabilities allow you to gain deeper insights into donor behavior and measure program effectiveness. Our team at Redpath can help you set up customized dashboards that transform your foundation’s impact.

Boosted Collaboration and Productivity

  • One Hub to Rule Them All: Store all data and communications in one central workspace for efficient teamwork.
  • Automated Workflows: Let Salesforce handle routine tasks so your team can focus on making an impact rather than busywork.

Scalable Solutions for Growing Foundations

  • Flexible and Friendly: Customize Salesforce to fit your needs as you grow.
  • Connected Ecosystem: Integrate with other tools you use—it’s like getting all your tech to play nice together!

How Redpath Can Help

We’re your go-to Salesforce experts, ready to bring a bit of that Midwest magic to your foundation. Here’s how we make it happen:

Needs Assessment and Planning

We’ll chat about your foundation’s unique needs and cook up a Salesforce strategy that’s just right.

Implementation and Customization

From setting up to tailoring Salesforce, we’ll make sure it fits your foundation like a glove.

Training and Support

We’ll guide your team through Salesforce with training and support, so you’re never left high and dry.

Ongoing Improvements

We’re here for the long haul, checking in and keeping Salesforce up-to-date as your foundation grows.

Take a look at some of the Foundations we’ve had an impact on

“Redpath built The Community Foundation for Northeast Florida, a robust and well-thought out Salesforce org. By customizing NPSP, we have a system that is fine-tuned to our specific needs and gives us the data we need at our fingertips. We can access our data more efficiently in our day-to-day processes and report on it in beautiful, simple reporting tools. In addition, our Donor Portal allows our donors to access and manage their fund in a straight-forward, clean website.”

Tyson Schmick

The Community Foundation for Northeast Florida

Redpath is a trusted Salesforce Nonprofit Implementation Partner.

By taking a partner-focused approach that prioritizes your mission and goals, we’ll help you determine which Salesforce solution is right for you—and we won’t stop there. We offer implementation, data migration, ongoing support, and strategic advising to ensure you know exactly how to make Salesforce work for you.

We’ve been a certified Salesforce partner since 2009, specializing in implementing Salesforce for nonprofits, foundations, and other community organizations. Our team of Salesforce nonprofit consultants has extensive experience implementing, customizing, and utilizing the following solutions:

Nonprofit Cloud
Salesforce Marketing Cloud Redpath
Salesforce Sales Cloud Redpath

And more!

Nationally Recognized, Trusted Salesforce Partner

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