How We Typically Help

• Build Salesforce around real engagement and giving workflows 

  • Structuring Salesforce so participation, giving, events, and communication happen inside the platform — not across spreadsheets, email, and disconnected tools. 

• Connect systems, data, and community activity 

  • Making sure leadership, staff, and volunteers are working from consistent information across engagement, giving, and participation. 

• Turn Salesforce into a system of execution 

  • Embedding engagement workflows, giving processes, and communication into Salesforce so activity progresses consistently without manual coordination. 

Common Situations We Step Into

Faith-based organizations typically come to us in one of three situations: 

1. New Salesforce implementations 

For organizations implementing Salesforce for the first time, the priority is getting the foundation right. 

We work with you to: 

• Define how engagement, giving, events, and participation should operate inside Salesforce 

• Design data models for members, households, donors, groups, and ministries 

• Structure workflows for onboarding, engagement, and giving 

• Integrate Salesforce with existing tools where needed 

• Deliver reporting across participation, giving, and activity 

This is usually a strong fit for teams that want to get it right from the beginning, instead of rebuilding later. 

2. Recovering and stabilizing existing Salesforce environments 

For organizations where Salesforce exists but engagement and giving are still being managed outside the system, the focus is getting things back under control. 

We work with you to: 

• Understand how participation, communication, and giving are actually happening today 

• Identify where workflows are disconnected or handled manually 

• Reconnect processes so engagement and giving run inside Salesforce 

• Clean up data models so reporting reflects real activity 

• Start making steady, visible improvements 

This tends to work best for organizations that are ready to simplify and fix what’s there — not just keep adding more on top. 

3. Expanding Salesforce as a platform 

For organizations where Salesforce is already in place, the focus shifts to extending it across more of the organization. 

We work with you to: 

• Extend Salesforce into ministries, events, and engagement workflows 

• Introduce structured processes across giving and communication 

• Improve visibility across participation, giving, and activity 

• Replace inconsistent processes with something repeatable 

This is typically where Salesforce starts becoming part of how the organization operates, not just something a team manages. 

AI and Automation in Nonprofit Workflows

A growing part of our work is applying Salesforce AI and automation to real engagement processes. 

This includes: 

• • Moving individuals through onboarding and engagement journeys 

  • Automating communication and follow-up workflows 

  • Supporting giving processes and recurring contributions 

  • Coordinating events, volunteers, and group activity 

  • Reducing administrative work for staff and volunteers 

The focus is always practical — applying automation where it actually helps the organization run better day to day. 

Our Delivery Model

We typically work with organizations in one of two ways, depending on internal structure. 

In many faith-based organizations, Salesforce either doesn’t have clear ownership or gets slowed down by layers around it. We work differently — the same people who design the solution are the ones working with you throughout. 

Acting as Your Salesforce Team

For organizations without dedicated Salesforce leadership: 

• Take ownership of Salesforce across the engagement and operations

• Align it to priorities, workflows, and requirements 

• Define and manage what gets built and when 

• Coordinate across systems and teams 

• Deliver implementation, enhancements, and ongoing improvement 

This creates a single place where responsibility sits. 

Acting as a Strategic Salesforce Partner

For organizations with an existing team: 

• Work alongside your team on the parts that are slowing engagement or giving down 

• Lead specific initiatives or problem areas 

• Fix areas that have degraded over time 

• Deliver work without adding more layers 

This tends to work best when teams want support where it matters, without changing how they’re structured. 

Handling Growth, Compliance, and Change

Faith-based organizations evolve as communities grow and engagement changes. 

We support: 

• New ministries, programs, and outreach efforts 

• Changes in giving patterns and participation 

• Standardizing engagement across teams and groups 

• Integrating new tools and communication channels 

• Improving visibility into participation and giving 

We also support multi-site and expansion scenarios, including: 

• Aligning engagement and giving across locations 

• Consolidating data across communities 

• Standardizing how participation is tracked and managed 

This usually works best for organizations that want to simplify and stay connected as they grow. 

How We Work

Whether implementing, fixing, or expanding Salesforce, the approach is the same: 

• Make it reflect how your business actually needs to operate 

• Keep it aligned as things change 

We’ll also tell you directly when something isn’t working — including when the right answer is to simplify or remove what’s already been built. 

Our Accelerators

Fostering has delivered many successful Salesforce Implementations and Enhancements for banking clients.  This means we've solved many of the challenges that you might face - an overview of some of the technical solutions we've deployed is available here.