Start with a strong foundation. Expand as your organization grows.
Working with us has three parts: a one-time implementation, ongoing monthly support, and additional consulting when you want to add something new. We quote each one after discovery, based on your scope.
How the services are structured
Implementation
The agreed initial setup and configuration. Depending on scope, it may include:
- Salesforce environment configuration
- The SGO data model
- Core workflows and automation
- Standard dashboards
- Donor and applicant portal setup
- Initial reporting
- Testing and deployment
- Initial administrator and user training
Hosting & support
An ongoing arrangement that keeps your portals running and your team supported. It may include:
- Hosting and maintenance of your donor and application portals
- Technical support
- Routine maintenance
- Troubleshooting
- Configuration assistance
- Administrative guidance
Exactly what is included is set out in your agreement.
Consulting & enhancements
Project or ad hoc work, quoted separately. For example:
- Custom Salesforce Flow automation
- Additional dashboards and reports
- New integrations
- Advanced portal functionality
- Data migration
- Custom objects and fields
- Additional compliance configuration
- Process review and optimization
- Expanded training
What you would pay for, and to whom.
Scholarship Insights
The implementation fee, monthly portal hosting and support, and any additional consulting you choose.
Salesforce
Your licenses. Eligible nonprofits may receive 10 donated licenses; additional licenses are discounted for nonprofits. How licensing works
Payment processing
Card processing fees on online gifts, charged by the payment processor.
Optional add-ons
Any third-party products you decide to add to Salesforce.
Get a quote for your organization.
We will scope the implementation with you and send a clear proposal.