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Salesforce for Nonprofits

Bring the full power of Salesforce to your nonprofit.

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iMission combines technical expertise, training, and organizational change skills so that our nonprofit clients get the most from Salesforce.

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Fundraising, Donor Engagement & Grants Management

Technology is changing the way nonprofits build relationships with funders.

Our SmartStart Accelerator for Salesforce Fundraising gets you there fast. Quickly stand up donor and grants management with moves management, streamlined gift processing, reporting, and integrations, all on a foundation ready for Salesforce’s next‑gen AI.

Program & Case Management

Help your team to better serve and support clients and customers with the Salesforce program management module. Build personalized care plans with case management. Capture data to gain the insight needed to elevate impact.

Marketing & Communications

Bring search, social, text, direct mail, community engagement, and events together with Salesforce hub to connect with stakeholders — clients, donors, advocates, and volunteers — and move them to action.

Community Portals & Stakeholder Advocacy

Build an engaged community using the Salesforce Experience Cloud. Integrate the Salesforce CRM with leading advocacy platforms and learning management systems to educate and help change policy.

Technology is transforming the way nonprofits connect with donors, manage programs, and measure results. Salesforce empowers mission-driven organizations to do more, faster, and with greater insight.

At iMission, we specialize in helping nonprofits harness the full potential of Salesforce.

Whether you’re just getting started, expanding your fundraising capabilities, or seeking ongoing expert support, we deliver the strategy, implementation, and training you need to succeed.

Our Salesforce Services

Nonprofits need results fast. Our SmartStart Accelerator gets you up and running on Salesforce in weeks, not months—delivering a ready-to-use fundraising system built for long-term growth.

With SmartStart, you’ll:

Centralize donor and grant information into a single 360° view.
Manage donor journeys with built-in moves management tools that guide staff from prospecting to stewardship.
Streamline pledge, gift, and recurring donation processing so your team spends less time on admin and more time engaging supporters.
Track grants from application to reporting, with automated deadline reminders that ensure nothing slips through the cracks.
Generate dashboards and reports that give leadership real-time insight into fundraising performance.

SmartStart also lays the foundation for the future of Salesforce—unlocking powerful AI features that help score prospects, personalize donor communications, and recommend next steps in cultivation.

Learn about SmartStart for Fundraising

Every nonprofit has unique workflows and goals. We configure Salesforce to fit your organization’s fundraising, program, and operations needs—whether you’re moving off spreadsheets, replacing a legacy system, or expanding what Salesforce can do for you.

Our team helps you with:

Data migration from legacy systems
Designing and building custom objects, fields, and automation to support your programs and fundraising pipelines
Integration with marketing, events, and finance tools so data flows seamlessly
Staff training, onboarding, and documentation so your team feels confident using Salesforce every day

From simple implementations to advanced builds, we make Salesforce work the way you work.

Get Started with Us

Your mission never stands still—neither should your Salesforce system. With iMission Managed Services, you get ongoing expert support to keep your CRM optimized, updated, and delivering value.

We provide:

Proactive administration, ensuring your system runs smoothly and evolves with your needs.
Guidance and implementation of Salesforce’s regular updates and new features, so you’re always leveraging the latest innovations.
Custom reporting, dashboard building, and data analysis to strengthen decision-making and accountability.
Troubleshooting and help desk support for your staff, reducing downtime and frustration.
Strategic consulting on how to expand Salesforce use across fundraising, programs, marketing, and community engagement.

Think of Managed Services as having a Salesforce administrator, business analyst, and consultant on your team—without the overhead of full-time staff.

Explore Managed Services

We’re excited to help you level up your nonprofit with Salesforce. Let’s get started.

Schedule a Call Today

Curious if Salesforce is right for your nonprofit?

Get the guide that breaks it all down—what Salesforce does, how it helps streamline operations, and why now is the time to level up.

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Why Work With iMission?

Nonprofit Expertise: We understand the challenges of fundraising, program delivery, and stakeholder engagement.
Proven Results: Our clients raise more money, streamline operations, and make better decisions with data.
Future-Ready: We build with scalability and innovation in mind, so your CRM grows with your mission.

Salesforce Expertise & Certifications

Human Services Providers

Associations

Healthcare Institutions

Educational Institutions

Social Advocacy Organizations

Environmental Advocacy Groups

salesforce nonprofit cloudd consultant certification

Testimonials

“With iMission, we started with Salesforce with focus and speed, addressing immediate program needs and donor management. This approach allowed our staff to experience the benefits. Step-by-step, we are working with iMission to extend how Salesforce is used in our organization… and how we can sync data with our other accounting, marketing, and human resources platforms.“

Pam Fields

Chief Executive Officer
Midstate Arc Inc

“We undertook the transition from Raiser’s Edge to Salesforce with the iMission team supporting us every step of the way. Today, we have cleaner data, better reporting, and integrations with best-in-class applications like Classy, iWave, and Apsona. All this was done in nine months. With iMission’s ongoing support, we’re now discovering new ways to use Salesforce to enhance our effectiveness.“

Sheila LeMaster

Vice President, Philanthropy
Bassett Healthcare Network

“We engaged iMission to provide Salesforce training and support. We’ve continued on with the iMission tech team in our efforts to streamline and upgrade program management. And their digital marketing team is now helping with donor outreach and fundraising.”