How We Typically Help

• Build Salesforce around real program and funding workflows 

  • Structuring Salesforce so intake, service delivery, donations, and grant tracking happen inside the platform — not across spreadsheets, email, and disconnected tools. 

• Connect systems, data, and decision points 

  • Making sure program staff, development teams, and leadership are working from consistent information across service delivery and funding. 

• Turn Salesforce into a system of execution 

  • Embedding program workflows, fundraising activity, documentation, and reporting into Salesforce so work progresses consistently without manual coordination. 

Common Situations We Step Into

Frontline nonprofits 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 intake, enrollment, service delivery, and funding tracking should operate inside Salesforce 

• Design data models for participants, households, programs, donors, and grants 

• Structure workflows for service delivery alongside fundraising and grant management 

• Integrate Salesforce with case management systems or external tools where needed 

• Deliver reporting that connects program activity with funding and outcomes 

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 program and fundraising work is still happening outside the system, the focus is getting things back under control. 

We work with you to: 

• Understand how services and fundraising activities are actually being run today 

• Identify where workflows are split between systems or handled manually 

• Reconnect processes so service delivery and funding tracking run together 

• 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 into more of the organization. 

We work with you to: 

• Extend Salesforce across additional programs and funding streams 

• Introduce structured workflows across service delivery and fundraising 

• Improve reporting across programs, funding, and outcomes 

• Replace inconsistent processes with something repeatable across teams 

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 operational processes. 

This includes: 

• Moving participants through intake, enrollment, and service workflows 

• Automating grant tracking, approvals, and reporting 

• Supporting fundraising activity and donor communication workflows 

• Reducing administrative burden across program and development teams 

• Keeping services and funding processes moving without manual coordination 

The focus is always practical — applying automation where it directly improves how the organization operates day to day. 

Our Delivery Model

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

In many 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 business 

• 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 you 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

Nonprofits evolve as programs expand, funding changes, and reporting requirements increase. 

We support: 

• New programs and service offerings 

• Changes in funding models, grants, and reporting requirements 

• Standardizing how work is done across programs and teams 

• Integrating new systems and partners 

• Improving visibility into outcomes and impact 

We also support merger and partnership scenarios, including: 

• Consolidating multiple Salesforce environments 

• Aligning participant, program, and funding data across organizations 

• Standardizing how services are delivered and measured 

This usually works best for organizations that want to simplify through change, not carry forward every variation. 

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.