SalesFORCE DEVELOPMENT


Alpenglow Consulting offers a variety of Salesforce
 services at an affordable rate, including:

  • Project management
  • Training
  • Salesforce CRM implementation
  • Process analysis
  • Coaching & capacity building of staff
  • Customization


Salesforce Database Design, Conversion and Optimization for program and case management, fundraising, email marketing, Einstein/AI analytics and user engagement, Knowledge management, form, donation processing and event management integration.

Our Experience


We have experience installing, using, and training users how to use the following applications:

  • Nonprofit Success Pack (NPSP), including upgrades and conversions to NPSP3 and Volunteers for Salesforce 
  • Email Marketing: Pardot, Vertical Response, MailChimp, Predictive Response, Emma, Campaign Monitor
  • Data Import & Dedupe: Apsona, DemandTools, Dataloader.io, SFXOrgData, DemandTools, Magic Mover, RingLead, Eclipse IDE, DLRS, Rollup Helper, CMTD, FieldTrip, SFDC Dataloader, dataloader.io, SQL Studio
  • Document Merge: Apsona, Conga, CongaSign, Agiloft, Nintex, SDocs
  • Wealth Management: WeathEngine, iWave PRO, Relationship Science
  • Scheduling: Acuity, TimeTrade, Acuity
  • Donation and Ticketing: Classy, Paypal, Linvio, Brown Paper Tickets, EventBrite, iDonate, Network for Good, Rallybound, Click and Pledge, MobileCause, Blackbaud Sphere, Exceed, Raiser's Edge, Crowdrise, DonorPerfect, Indigogo, GoFundMe
  • Backup Management:  Export Service, OwnBackup
  • Online Forms: FormAssembly, Fast Forms, Wordpress, SurveyMonkey, Soapbox Engage, Formsite 
  • Document Merge: Conga Composer, Apsona, DrawLoop
  • Accounting: Quickbooks, Bill.com
  • Reports: Custom SF Reports and Dashboards, Enabler4Excel, Apsona
  • Other: MapAnything, FoundationConnect, GridBuddy, Lightning for Outlook, CalendarAnything
  • Teams: Asana, MS Teams, Slack, Jira
  • Integration: Zapier
  • Salesforce: Einstein chatbots, B2C Communities, Lightning Flow, Knowledge, Custom VisualForce pages

… and more!


If you’re looking for high quality Salesforce services for your foundation or nonprofit, you’ve come to the right place. At Alpenglow Consulting we’ll give you the attention and high quality results you’ll come to expect and enjoy.


Project Management

We begin with a free 30 minute phone consultation, typically followed by a one hour scoping conversation, we will discuss how we can collaboratively maximize your social mission by effectively using Salesforce. Alpenglow Consulting focuses on collaboration based consulting model because this has been a proven recipe for success: if a technology system is not fully integrated with your mission, vision, and strategy, it may not be used and enthusiastically embraced by staff.  


There are various project delivery methods that we offer:

Custom Scoped Projects: Based on time and materials, a standard project is evaluated for the entire roll out and is 
delivered by the specifications outlined in a pre-determined Scope of Work and Professional Services Agreement.  

Tech Support Agreement: Generally applied after a standard project has been deployed. This is a pay-as-you-go agreement that includes 50 hours. Most TSA’s have a “project cap” of 
30 hours, so that the entire 50 hours are not deployed in one effort.

Admin Support: For organizations who want ongoing basic support that does not require development. Used primarily for deduplication, training, and configuration. This is also a pay-as-you-go agreement that includes 50 hours. It is billed at a lower hourly rate than Tech Support.


Contact us today to start a conversation to see if we would be a good fit!


Retained Monthly Consulting


Do you have a Salesforce administrator and/or an existing Salesforce instance? Are you willing to learn to have a low total cost of ownership for your system? With this option, we we have three one hour virtual screen sharing calls with your Salesforce administrator per month using join.me. On the calls, we will discuss any topics to help you improve your use of Salesforce, such as: customization and configuration (page layouts, AppExchange apps, field creation, permissions, reports and dashboards, etc.), best practices, free resources, release management, and more. Contact us to sign up!

Guiding Light for inspired nonprofit leadership