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Salesforce Quick Start for Non-Profits

Girikon’s Quick Start Implementation Packages are tailored to get our customers quickly start delivering ROI on their Salesforce investments. These implementations are performed by experienced consultants with the aim to assist budget-conscious organizations get up and rolling quickly on Salesforce CRM.
1-2 Weeks
Fixed Cost
Discovery Session
  • One-hour project kick-off call to plan & coordinate
  • Requirements gathering sessions
Out-of-the-box Configuration
  • Tracking Donors, Volunteers, partners, media partners
  • Contacts / Constituent information
  • Fundraise – Individual donations, Major gifts, In Kind gifts,Pledges, Recurring donations, Grants
  • Donor, Grants, Volunteer Management
  • Events Management
Program Management
  • Programs
  • Case Management, Activity Management
  • Reports and Dashboards
Outreach / Marketing Communication
  • Campaigns, Events, Attendees
  • Email Marketing
  • Custom Reports (10)
  • Custom Dashboards (1)
  • Workflow Rules (5), Assignment Rules (2), Approval Process (2)
  • Security, Roles and Profiles
Training Material
  • A MS PowerPoint training presentation will be created using screenshots from your configured Salesforce instance and archived inside your Salesforce org for reference and training
End User Training Session
  • 2-hour Training Session via Online Meeting with your users
  • 2-hour Handover with your System Administrator via Online Meeting
Complimentary Inclusions
  • Data Import (CSV import files to be provided by client) up to 2000 records.
  • Q & A Session
  • Future Value Add – A document listing additional Salesforce features that can add value to your business

What’s not included

Can be taken up separately at an additional cost

Owing to the need to get started quickly in a short timeframe, some consulting / development activities must be excluded and can be taken up separately. Those services include, but are not limited to, the following:

  • Data export/extraction
  • Data cleansing
  • Data import beyond complimentary 2000 records
  • Apex Code/Visualforce pages
  • Integrations with third parties
  • Installation of AppExchange packages
  • Custom features / modules
  • Additional Virtual Training sessions OR Onsite Training sessions

Girikon Salesforce Quick Start Implementation Packages Key Benefits

  • Fast track on boarding of your business to the Salesforce Platform – Gets your business teams up and running in a few short weeks
  • Expert guidance and best practises sharing around how to best leverage the Salesforce platform to support your business processes
  • User centric training sessions with hands-on examples – allowing smooth transition of your teams to the CRM and high adoption rates
  • Implementation of best practices around usability and data quality
  • Reporting and analytics set up to provide instant visibility into key business metrics
  • Complete avoidance of costly implementation errors with the right advisors around

Delighted Clients

Learn how we can help you. Schedule a complimentary consultation.
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Level 1 & 2 - 161 Collins Street, Melbourne 3000, Australia