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Integrated Salesforce Solutions: NPSP Implementation, Data Migration, and Enhanced Nonprofit Management Features.

A nonprofit organization committed to spearheading a transnational network that empowers Latino leadership, amplifies influence, and channels philanthropic resources into our communities to foster a fairer world.


Whitelabel Project



California, US




NPSP, Program Management Module, iWave, MailChimp, Integration


The organization encountered difficulties managing donations and membership payments due to a lack of website integration. This resulted in all data being directed to Stripe and required manual entry into Salesforce and QuickBooks, leading to significant data inconsistencies.


NPSP Implementation:

  • Implementation of the Nonprofit Success Pack (NPSP) to optimize Salesforce for nonprofit organizations.

  • Migration of over 200,000 records from Sales Cloud to the NPSP data model, ensuring data integrity and a seamless transition.

Program Management Module (PMM) Implementation:

  • Implementation of a PMM to effectively manage and track various programs within the organization.

  • Development of a customized component for tracking constituent program allocation preferences, enhancing program management and donor engagement.

Accounting Ledger Allocations:

  • Customized solutions for accounting ledger allocations to streamline financial processes and ensure accurate allocation of funds.

Enhanced Reporting and Dashboards:

  • Creation of comprehensive reporting and dashboards to provide valuable insights and analytics for informed decision-making.

Event Management:

  • Implementation of event management capabilities to manage and track organizational events, improving event planning and execution.

Integration with Mailchimp and iWave:

  • Integration with Mailchimp for email marketing automation and with iWave for prospect research and wealth screening, enhancing donor engagement and fundraising efforts.

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