Salesforce
Clients looking for strategic counsel, business process optimization, CRM implementation, and managed services of Salesforce turn to BWF, a trusted partner, to provide high-level strategy, complex project management, and implementation leadership.
Philanthropy innovator BWF and trusted Salesforce partner Redpath Consulting Group (Redpath) offer a first-of-its-kind partnership to provide expanded Salesforce services to meet nonprofits’ current and emerging technological needs.
BWF, experts in complex philanthropy, and Redpath, a nationally recognized Salesforce partner, are ideally 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 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 also provides go live planning and support, data governance assessments and counsel, relationship management, and Salesforce NPSP end-to-end implementation.
Redpath’s team of Salesforce certified consultants provide technical project management, technical requirements discovery and business analysis, solution vision and design, and Salesforce consulting and implementation services, which includes configuration, data migration, solution testing, and deployment. In addition to Salesforce implementation and configuration, Redpath also provides Strategic Advising and Staff Augmentation services.
With these two groups coming together, nonprofits will now get the Salesforce solutions that are right for them, ensuring fundraisers can maximize technology to accelerate philanthropic ROI to fulfill their missions.
Our Joint Services
- Business process mapping
- Gap analysis
- Managed services
- NPSP Implementations
- Marketing Cloud Implementations
A Comprehensive Team of Experts in Advancement Operations
The BWF Technology and Operations 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. Senior consultants bring 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, including Nonprofit Success Pack/NPSP, UC Innovation’s Ascend, and Affinaquest.
- Salesforce Certified Administrator
- Salesforce Education Cloud Consultant
- Salesforce Nonprofit Cloud Consultant
- Salesforce Sales Cloud Consultant
NPSP Implementations
Fundraisers at nonprofits and educational institutions looking to maximize technology to accelerate philanthropic ROI to fulfill their missions often turn to BWF. Our solutions are built on the Nonprofit Success Pack (NPSP), which provides an end-to-end solution without a third-party overlay. BWF leverages the out-of-the-box functionality and Redpath’s years of experience working with fundraising organizations delivers proven Salesforce CRM configurations .
Institutions raising up to $35 million a year in philanthropic revenue that are considering a new software solution or planning to implement the NPSP will now be able to access the expertise to leverage out-of-the-box functionality. Using NPSP as a foundation, BWF and Redpath have developed a way to use open-source coding to tailor Salesforce to meet your needs for workflows, major gift protocols, gift processing, and more. Plus, you will benefit from expert counsel on process and strategy definition, change management, implementation, training, and support—all central to maximizing effectiveness and driving success. This solution will make Salesforce a more accessible and affordable solution for nonprofit organizations.
A Solution Driven Partnership
Redpath’s team of Salesforce consultants have a combined total of 172 certifications including expertise in OmniStudio, Education Cloud, Nonprofit Cloud, Marketing Cloud, Account Engagement (previously Pardot), and many more. As a whole, Redpath has completed 1,000+ projects and worked with 400+ organizations in nonprofit and education to deliver customized Salesforce solutions built with the success and longevity of our clients in mind. Within those projects, more than half have been clients who have implemented a fundraising Salesforce solution or Nonprofit Success Pack (NPSP) and more specifically to gain a full 360° view of their donors and their engagements.
You’ve implemented Marketing Cloud, but are you using it to its fullest potential?
The amount of features and functionality included with Marketing Cloud can make even the most experienced admin’s head spin. Many times, nonprofit organizations, colleges and universities are using Marketing Cloud, but they aren’t leveraging all of its tools to their fullest potential.
BWF and Redpath are Official Salesforce Partners
Find both BWF and Redpath the Salesforce App Exchange.
Let’s Talk
Find out how BWF can partner with you for Salesforce implementation.
