Nonprofit Success Pack - Small Business CRM Coach

Let's Begin Your Journey!

With the Nonprofit Success Pack.

Power Up Virtual Workshop

Are you familiar with the Salesforce Nonprofit Success Pack but you need to brush up on your skills?

  • One 1-hour Zoom Session to review training goals.
  • One 3-hour Private Training Session.
  • One 30-minute follow up session.
  • Review the main record types in your donor management system.
  • Learn how to track and segment contact records.
  • Know how to spot opportunities to engage donors.



Salesforce Nonprofit Jumpstart

Are you ready to take advantage of everything your Salesforce Nonprofit Success Pack can offer?

Do you need help customizing Salesforce for your organization?

Would you like your Dashboard to show more about what is happening with your nonprofit?

Would you like you and your team to have one-one-one technical support to help dial in an advanced configuration for your system to align it with the goals of your organization?

Check Point Now

Graduates of the NPSP Jump Start Program can opt-in for the Check Point Now Membership.

  • Have a monthly Zoom Call to review your priorities, and the implementation of Salesforce tools and strategies.
  • Receive ongoing Phone and Email support.

Salesforce is constantly changing, and so is your organization. Our support team will help you to stay aligned with the most recent updates, newest features, and best practices.



Small Business Software Consulting


Small Business CRM Coach
Lakewood, CO 80228
(720) 509-9649