Find the Right Solution for Your Team
Our Salesforce Solutions
Not sure which page you need? Start here. Find your situation below in plain words, and we will point you to the right place. Every solution is built for nonprofits and public sector teams, and priced by plain, common sense outcomes.
See what we help with. Read on →
Solutions
Setting up or growing what Salesforce does for you.
Migrations
Moving your data off an old system into Salesforce.
“I’m leaving an old system.”
Moving off an old tool? We move your data to Salesforce with care, clean it along the way, and check it before go-live. Pick the system you are leaving.
MIGRATION
Raiser’s Edge to Salesforce
Who it’s for: Nonprofits leaving Blackbaud Raiser’s Edge (Classic or NXT).
What it does: Moves your donors, gifts, and giving history into Salesforce, cleaned and checked.
MIGRATION
Apricot or ETO to Salesforce
Who it’s for: Programs on Apricot or Efforts to Outcomes (case management, not fundraising).
What it does: Moves your case notes, program data, and outcomes into Salesforce, safe and checked.
MIGRATION
DonorPerfect to Salesforce
Who it’s for: Moves your donor and gift data into Salesforce, with the mess sorted out along the way.
What it does: Nonprofits moving off DonorPerfect.
MIGRATION
NPSP to AFNP Agentforce (Nonprofit Cloud)
Who it’s for: Nonprofits on the older Nonprofit Success Pack (NPSP) who want to move up.
What it does: Moves you from NPSP to the current Nonprofit Cloud and rebuilds your setup.
“I’m starting with Salesforce,
or picking the right version.”
New to Salesforce, or not sure which version fits? Start here. We set it up around how your team really works, and we help you pick the right path first.
SOLUTIONS
Salesforce Agentforce for Nonprofits (Nonprofit Cloud) Setup
Who it’s for: Who it’s for: Nonprofits setting up Salesforce for fundraising, programs, and reporting.
What it does: What it does: Sets up Nonprofit Cloud to fit your team, so your data and daily work live in one place.
SOLUTION
NPSP or AFNP Agentforce (Nonprofit Cloud)? Get Help Deciding
Who it’s for: Nonprofits unsure whether to stay on NPSP or move to Nonprofit Cloud.
What it does: Explains the difference in plain words so you can make the right call.
SOLUTION
Salesforce for
Public Sector
Who it’s for: Government teams and agencies.
What it does: Sets up Salesforce Public Sector Solutions for cases, benefits, grants, and constituent portals.
“I want my Salesforce to do more.”
Already on Salesforce and ready for the next step? These add power to what you have.
SOLUTIONS
Experience Cloud Portals
Who it’s for: Nonprofits that want a portal for donors, volunteers, grantees, or the people they serve.
What it does: Builds a secure portal wired to your CRM, so each person sees their own information.
SOLUTION
Slack & Slackbot Setup
Who it’s for: Teams that want their Salesforce data where they already talk.
What it does: Connects Slack to Salesforce and sets up the AI-powered Slackbot, so answers and alerts come to you.
SOLUTION
Fundraising Setup
Who it’s for: Nonprofits that want stronger fundraising tools in Salesforce.
What it does: Sets up gifts, pledges, recurring giving, and the reports your board and funders need.
“We serve a specific mission.”
Want to know we get your world before we talk tools? These pages are about you, and they point to the right solutions from there.
WHO WE SERVE
For Nonprofits
Who it’s for: Nonprofit teams of any size.
What it does: Shows how we help nonprofits, and links you to the right solution.
WHO WE SERVE
For Public Sector
Who it’s for: Government and public agencies.
What it does: Shows how we help public sector teams, and links you to the right solution.
Still Not Sure? Let’s Talk.
A thirty-minute talk costs nothing. Tell us where you are, and we will help you find the right course, plain and simple.
A Salesforce Partner
Built for The Public Sector
The Differentiator
BrightHelm Partners is a certified Service-Disabled Veteran-Owned Small Business (SDVOSB), Veteran-Owned Small Business (VOSB), and Woman-Owned Small Business (WOSB) through the U.S. Small Business Administration, and we're registered on SAM.gov. For agencies with set-aside goals or procurement preferences, those certifications can be the difference between a partner you can easily work with and one you can't.
✓ SDVOSB · VOSB · WOSB through the SBA
✓ Registered on SAM.gov
✓ 4.91 ★ AppExchange Rating
