Ledgeview Partners, a registered Salesforce.org partner and Microsoft Dynamics Gold Partner is proud to work with a wide variety of nonprofit organizations providing a set of end-to-end solutions your nonprofit needs to become a connected nonprofit.
Built for the social and mobile era, a properly designed CRM solution like Salesforce or Microsoft Dynamics will connect your entire organization— your members, supporters, partners, employees, and programs— so you can, deliver better programs and services, engage and strengthen your community, communicate more effectively, and raise more resources.
Nonprofit Industry Case Study Spotlight:
Featured Case Study: Safe & Sound
CRM Platform: Salesforce
Safe & Sound has been working to make Milwaukee, WI a better place to live since 1998. Their mission is simple but powerful — to unite residents, youth, law enforcement and community resources to build safe and empowered neighborhoods. It’s not an easy job, but it’s one in which Safe & Sound is particularly good.
With their new Salesforce CRM in place, Safe & Sound is more equipped than ever to build safe neighborhoods in Milwaukee, one strong relationship at a time.
Introducing the Nonprofit Success Pack from Salesforce
The Nonprofit Success Pack from Salesforce is an-easy-to-use fundraising and constituent management application on the Salesforce platform.
A free, open-source product developed in partnership with the Salesforce.org community, Nonprofit Starter Pack is built specifically with the needs of nonprofits in mind.
Whether your organization is all-volunteer, moderately staffed, or well-established and resourced, This solution will help you advance your mission — as it’s doing everyday for tens of thousands of nonprofits.
“The Salesforce ecosystem thrives when we have partners like Ledgeview Partners there to support and drive their mission to success. Ledgeview's ability to immediately understand and quickly adopt the vision of how Salesforce.org can help our customers become Connected Nonprofits has been a huge reason why our customers are so successful and why I so enjoy partnering with them. ”Jonathan Weldon, Account Executive, Salesforce.org
Upgrading to Salesforce Nonprofit Starter Pack 3.0
Ledgeview Partners specializes in assisting nonprofits with these upgrades.
This new starter pack has many new features over the previous versions, such as:
- A single package installation that will allow for bi-weekly automatic upgrades from Salesforce
- Support for multiple and seasonal addresses, as well as address verification
- Automatic synchronization of addresses between members of a household
- A new Household Account model that makes it easier for you to manage households
- Fully custom name formatting for Households
- Easier control of settings and configuration through a new centralized NPSP Settings tab
- Faster load and response times
- Salesforce1 mobile support
- Basic grant tracking that was not present in previous versions
- Ability to allocate donations towards specific funds
Let’s talk about we can help you get the most of Salesforce by Upgrading to Nonprofit Starter Pack 3.0
A Ledgeview On-Demand Webinar for Nonprofits
Salesforce for Nonprofits (23:38)
Over 28,000 nonprofits of all sizes use Salesforce. Watch this On-Demand webinar from Ledgeview Partners to see a solution built for the social and mobile era, Salesforce for nonprofits will connect your entire nonprofit – your partners, supporters, employees and programs so you can deliver better programs and services, engage and strengthen your community, communicate more effectively, and raise more resources.