Pipeline Builder Fastpath

Speed up your prospecting and opportunity management

Salesforce Sales Cloud for

Nonprofit and Education Organizations

Nonprofit and higher education organizations can leverage Salesforce Sales Cloud to enhance their mission-driven efforts by selling smarter and faster. Salesforce equips these organizations with AI-driven automation and real-time data, transforming their approach to lead and contact management, sales opportunity management, and data analysis through customizable reports and dashboards. By using Salesforce’s top CRM platform, nonprofits and educational institutions can find, nurture, and convert leads with ease, streamlining their processes to close deals faster.

With Salesforce Sales Cloud, users can access all necessary information on one screen, facilitating quicker follow-ups and identification of key contacts. The platform offers a clear, customizable view of sales details, reducing the time spent on manual data entry and spreadsheet management. Automated tracking of emails, calls, and meetings ensures key information is always up-to-date and synchronized. Additionally, the Salesforce mobile app allows for data access and updates on the go, adding speed, intelligence, and personalization to every interaction, whether in the office or on the road. This efficiency enables nonprofits and educational institutions to focus more on their core missions and less on administrative tasks.

team shaking hands with new business partner

28%

increase in sales revenue

27%

increase in win rate

*Salesforce FY23 Customer Success Metrics. Base: Sales Cloud n=1,072-1,157

What’s included in the Pipeline Builder Fastpath?

In just four weeks, our Pipeline Builder Fastpath will enable your organization to effectively find, nurture, and convert leads with ease, streamlining your processes to close deals faster. We will conduct weekly check-ins during the solution configuration to review progress and address any questions. After the configuration, we will provide comprehensive user and admin training, along with a roadmap for future Salesforce enhancements.

Starting at $6,299 you receive the following:

Lead and Sales Management

  • Leads, Accounts, Contacts, Opportunities Design & Build
  • Lead Conversion Mapping
  • Web-to-Lead & Lead Assignment Rules
  • Duplicate Detection for Leads, Accounts, or Contacts
  • Opportunity Process Design & Build
  • 15-20 Custom Fields
  • Up to 3 Validation Rules

User Interface and Experience

  • Home Page Branding & Sales Console App Configuration
  • Chatter & Activities (Tasks, Events, Emails)

Data and Integration

  • Email / Calendar Integration (Outlook or Gmail)
  • 3 Reports
  • 1 Dashboard
  • Security & Permissions

Add-ons

*Pricing varies based on add-ons selected

  • Automation (Flows)

  • Cadences

  • Campaigns & Campaign Members
  • Contracts & Orders
  • Additional Custom Fields

  • Custom Objects
  • Additional Dashboards

  • Data Cleansing
  • Data Migration
  • Document Generation
  • Electronic Signature
  • Email Notification Template
  • Enterprise Territory Management
  • Integrations
  • Lead Scoring
  • Additional Opportunity Process Configuration

  • Platform Encryption (component of Shield)
  • Quotes & Pricebooks
  • Record Types (on Lead/Acct/Contact/Oppty)
  • Additional Reports

  • Sales Forecasting
  • Security & Permissions

  • Technology Transfer Starter

  • Additional User & System Admin Training

  • Additional Validation Rules

Streamline your sales process

Our team is ready to discuss how our Pipeline Builder Fastpath can benefit your organization.

Check out our other Fastpaths

Data Wellness Fastpath

Integration User Fastpath

Donor Predictor Fastpath

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