Elevation Solutions | K-12, Nonprofit & Higher Ed Consulting Partner

Jonathan and the Elevation Team provided thorough discovery that led to accurate project proposals and timelines. Weekly and monthly meetings both kept the project on track and us informed of progress and budget. Thorough testing and seamless implementation to our production environment was supported by quick trouble shooting and supported fixes. Training and documentation set us up for continuing success with the product they built.

The team at Elevation Solutions does an excellent job of sussing out both the explicit and (often) implicit requirements for our projects. Doing this helps us / them to see potential risks to scope very early in the project as well better design solutions that meet our current needs and flexible enough to scale to our future potential. They are thorough and quick to design, test, break and fix solutions. This project centered on reforming our treatment of leads. For us this was truly the first instance of implementing a comprehensive set of systems and business processes to better receive, nurture, score and know when to take action on prospective customers. This solution better prepares us to cover the leads we generate today and to be able to scale new lead gen ideas.

We hired Elevation Solutions to help us implement Salesforce Nonprofit Cloud as our Student Information System, a use case that several other SIS providers had told us wasn't feasible given our unconventional course enrollment schedules and support/benefit tracking needs. What set Judi Sohn and her team apart was their willingness to work within our existing data structure and intake process rather than forcing us to conform to a rigid, out-of-the-box model. Judi took the time to genuinely understand how our organization operates and designed a solution that simplified and refined our existing workflows instead of replacing them wholesale. The engagement covered Salesforce Nonprofit Cloud configuration, including custom objects and reporting to support our enrollment and benefit disbursement tracking. Staff training and documentation were thorough and made the transition smooth for our team. Where Elevation Solutions has truly stood out, though, is post-go-live: Judi's support since launch has been exceptional, consistently responsive and hands-on in a way that has made us feel genuinely supported rather than handed off after implementation. If you have a nonstandard use case that other partners have struggled with, Elevation Solutions is exactly the kind of partner who will find a way to make it work, and you can expect that same level of care to continue well after go-live. We'd recommend them to any organization looking for a partner who adapts the platform to fit real operational needs and stays invested for the long haul.

I want to give Allie Nguyen a loud shout out for being such a great sport throughout this entire project. Allie made sure we met and discussed every requested change before it entered the development pipeline, ensuring we were aligned every step of the way. She always made me feel heard and understood, and she was an incredible partner to work with. Her flexibility was exceptional, her communication was always clear and timely, and she kept the documentation consistently up to date. Working with Allie made this project run much more smoothly, and I truly appreciate all of her support and collaboration.

Truly enjoyed working with Elevation Solutions. While we worked with two different primary touchpoints during this engagement they were both great and the handover was seamless.

We hired Elevation Solutions to review our existing Salesforce implementation and provide actionable recommendations for optimization and improvement. What was unique about Elevation Solutions was their deep expertise in nonprofit and education sectors combined with a thoughtful, human-focused approach—they listened carefully to our team's needs, asked insightful questions, and delivered practical, tailored suggestions rather than one-size-fits-all advice. The project primarily involved core Salesforce platform features, including NPSP configurations, custom objects, workflows, and reporting. From the engagement, we've realized clearer insights into our current setup's strengths and gaps, prioritized recommendations that align with our goals, and increased confidence in planning future enhancements, leading to more efficient use of the platform overall. A helpful tip for others: To have a successful engagement with Elevation Solutions, prepare a clear overview of your current Salesforce setup and key pain points upfront—their collaborative discovery process shines when you can provide context early, helping them deliver targeted, high-value recommendations quickly.

Elevation Solutions has proven to be a highly professional and dependable partner. They delivered invaluable service and demonstrated strong subject-matter expertise, particularly in assisting with the design of a comprehensive Contract and Legal Management Platform. Their knowledge across all phases of the design process, combined with a collaborative and disciplined approach, contributed significantly to the overall success of the engagement. Elevation Solutions consistently added value and met expectations as a trusted vendor.

Elevation Solutions has been a highly professional partner, providing invaluable service and experience throughout our work together. They assisted in the design of a comprehensive professional learning and development platform and offered knowledgeable expertise across all aspects of the design process. Their collaborative approach and depth of experience consistently added meaningful value, making them a trusted and reliable partner.

Elevation Solutions has been a highly professional partner, providing invaluable service and expertise. Their experience and collaborative approach consistently add meaningful value and make them a trusted resource.

Elevation Solutions has been a professional, knowledgeable, and excellent thought partner through our entire design and implementation process. It is refreshing to have a vendor who values the work we do in education and guide us through best options for a successful product.