Salesforce
Clients looking for strategic counsel, business process optimization, CRM implementation, data conversion, and managed services of Salesforce turn to BWF Zuri, a trusted partner. We are ready to provide high-level strategy, complex project management, and end-to-end implementation.
BWF Zuri, experts in complex philanthropy, are suited to address the complex technology ecosystem needs of today’s organizations, many of whom rely on Salesforce as their primary CRM and marketing platforms.
BWF Zuri offers strategic counsel on RFP development and evaluation, CRM selection and technical implementation, fundraising analytics, and maximizing native Salesforce reports by connecting data to business intelligence platforms like Power BI and Tableau for more advanced analytics. BWF Zuri also provides go live planning and support, data governance assessments and counsel, relationship management, and Salesforce end-to-end implementation.
A Comprehensive Team of Experts in Advancement Operations
The BWF Zuri team includes experienced practitioners in nonprofit CRM consulting and technical experts with explicitly defined skill sets and expertise in a wide variety of database platforms, cloud implementation, enterprise reporting tools, and fundraising CRMs. Our team brings years of experience to projects, having worked in a variety of organizations supporting philanthropic operations. The team has experience with the various Salesforce solutions for fundraising.
- Salesforce Certified Administrator
- Salesforce Education Cloud Consultant
- Salesforce Nonprofit Cloud Consultant
- Salesforce Sales Cloud Consultant
- Salesforce Platform Developer
- Salesforce Application Architect
- Salesforce Data Architect
- And more!
Ascend Platform by Kindsight
BWF Zuri brings deep data conversion expertise and hands-on experience with the ascend platform and its advancement applications. We are a Certified Kindsight Implementation Partner, with team members experienced and trained on the platform. This partner relationship provides BWF Zuri access to product insider roadmap and release information that benefit our client partners.
Salesforce Marketing Cloud
We support Salesforce Marketing Cloud client partners with strategic consulting, configuration, testing, rollout, and ongoing support, drawing on expertise across the Salesforce ecosystem, digital engagement, and donor experience. Digital solutions are powerful tools for fundraising and engagement, but they require the right skill set to fulfill their potential. We’ll help you develop digital marketing strategies, build donation and event pages, or establish metrics to signify progress, just to name a few.
“BWF Zuri has a great understanding of the Salesforce ecosystem coupled with years of expertise in the advancement industry, making them an ideal implementation partner for projects ranging from small and targeted to large and complex.”
–VP for Information Services & Analytics, Texas A&M Foundation
Let’s Talk
Find out how BWF Zuri can partner with you for Salesforce implementation.
