Help & Support
Elevate Your Agents with AgentExchange Solutions
Have Questions?
Sweet Grass Consulting—Nonprofits, Native CDFIs, Impact Tracking
Built in community, powered by data
- Certified PeoplePeople employed by the consultant who hold Salesforce certifications that align to competencies
- 4
- CertificationsThe number of certifications held by people at this organization that align to competencies
- 5
We help mission-driven organizations manage data, showcase impact, and adapt to change with customized, culturally sensitive solutions. With deep experience in Native communities, CDFIs, and nonprofits, we build capacity through tailored support.
Description
Sweet Grass provides end-to-end implementation services, including: Strategic system design – Structuring databases to support program tracking, fundraising, grant management, lending operations, and custom impact tracking needs while remaining flexible and adaptable. Software integrations – Connecting Salesforce with existing tools and systems to streamline data flow and improve efficiency, including everything from loan software, to email marketing, to donor platforms. Workflow automation – Reducing manual tasks and increasing efficiency through process automation as informed by the organization. Data migration and cleanup – Ensuring smooth transitions from legacy systems with accurate, well-structured data. User training and adoption support – Equipping teams with the skills and resources to confidently manage and leverage their new system. Ongoing technical assistance – Continuing to stay on as admin support for questions, additional training, system edits and updates, and capacity building.
Highlights
With years of experience supporting nonprofits and Native and non-Native CDFIs, we understand the unique challenges mission-driven organizations face and provide tailored solutions to meet your needs.
We specialize in designing flexible, user-friendly Salesforce systems that simplify data management and help showcase your positive community impact.
As a certified B-corp with deep-rooted involvement in Native and tribal communities, we bring a culturally informed approach to every project, fostering trust, capacity-building, and long-term success.
Provider Details

We are the impact partner strengthening communities with data services to actualize their own interests, values, and priorities. Collaborative, accurate, and useful data—because we know that true representation is impossible without it. Our goal is always self-determination for the communities we serve. Through community-led research, evaluation, strategy, and implementation services, Sweet Grass builds data systems that genuinely reflect communities’ lifeways and values. Sweet Grass is a certified B Corp and meets rigorous standards for accountability and transparency, prioritizing ethical business practices and promoting the social good.
Geographic Focus
United States
Languages
English