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Non-Profit Pulse Check

Fix your Salesforce. Boost adoption. Clean data. Empower your nonprofit.

Overview

If Salesforce feels messy, slow, or underused, you're not alone. This rapid 10-hour nonprofit audit surfaces what’s broken, what’s risky, and what’s blocking your impact, with clear, actionable fixes designed for fundraising and member-based missions.

See How Non-Profit Pulse Check Works

Finally understand what’s wrong and what to fix: You’re not imagining it. If Salesforce feels clunky, slow, or hard to use, we’ll show you exactly why and what to do next. Clear answers, no jargon, just progress you can act on.
Designed for nonprofits. No fluff, no bloat. We skip the bloated reports and get straight to what matters: fixing adoption, cleaning data, and showing your staff how to get real value from Salesforce again.
10 hours that could save your team months of pain. Why keep struggling with messy data or broken automation? In just 10 hours, we’ll surface the root causes and give you a practical, low-effort roadmap to fix them.

Is your Salesforce org underperforming or frustrating your team? Our Pulse Check is designed for nonprofits and member-based organisations using NPSP or Nonprofit Cloud. We uncover hidden issues such as bad data, poor adoption, broken automation, clunky UX and deliver a short, focused report with actionable fixes. Who is this for? - Nonprofits who feel Salesforce “just isn’t working” - Member orgs needing clean data to engage supporters - Fundraising teams struggling with adoption or reporting - New admins inheriting legacy setups What’s included? - Discovery with your team - Audit of data, security, automation, UX & adoption - Scorecard of findings - Quick wins and strategic recommendations Walkthrough presentation In just 10 hours, you’ll understand what’s wrong—and how to fix it.