Salesforce for Nonprofits

Build smarter systems that support your mission.

You’re doing important work—and you deserve tools that make it easier to do. Whether you’re trying to track program outcomes, manage donor relationships, or streamline reporting for grants, Salesforce can be a powerful ally. But most nonprofits don’t have the time or internal resources to build out a system that actually works for them. That’s where we come in.

At Quantum Leap Consulting, we help nonprofits design, implement, and maintain Salesforce systems that reduce administrative stress and increase impact. Whether you’re starting from scratch or need to fix what’s already in place, we bring the technical skills and nonprofit insight to get it done—without the fluff.

Common Problems We See

Many nonprofits come to us frustrated. They know Salesforce can do more—but they don’t know where to start. Here are some of the most common challenges we help solve:

Messy or Incomplete Data
You’re juggling spreadsheets, sticky notes, and outdated contact lists. Data lives everywhere, and none of it’s consistent.

No Real Reporting
You spend hours pulling together information for grants or board reports—and still don’t feel confident in the numbers.

Disconnected Tools
You’re using Mailchimp, Givebutter, Eventbrite, or Google Sheets—but nothing talks to Salesforce.

Confusing Workflows
Client intake, follow-ups, attendance tracking, program delivery—none of it flows well. Your team is making it up as they go.

Salesforce Was Set Up but Never Used
Maybe someone started a setup and left. Maybe it was a volunteer or a past employee. Either way, it doesn’t fit how you work.

No Staff Training
Your team doesn’t know what to do inside Salesforce, and there's no documentation or onboarding in place.

How We Can Help

We don’t believe in one-size-fits-all solutions. We work alongside your team to understand your programs, your funders, and your goals—and then we build or improve your Salesforce system around that. Our work typically includes:

  • Intake forms and program tracking
  • Donor and grant management
  • Custom workflows and automation
  • Integration with tools like Mailchimp, Givebutter, and QuickBooks
  • Dashboards and reports for funders, leadership, and day-to-day management
  • Staff training and documentation

Engagement Options

We meet you where you are—whether you're new to Salesforce or just need some focused support. Here’s how we typically work with nonprofits:

New Implementations

You’re brand new to Salesforce and need help getting set up the right way. We’ll guide you through every phase:

  • Discovery – Define your goals and deliverables
  • Build – Set up custom objects, workflows, and layouts
  • Integration – Connect to fundraising and program tools
  • Data Migration – Move data from old systems
  • Training – Make sure your staff feels confident using the system
  • Pricing: Hourly ($150/hr) or fixed project rate (based on discovery)
Managed Services

You already have Salesforce but need ongoing support. Perfect if you want someone on hand to help troubleshoot, improve workflows, or train new staff.

  • Kickoff Meeting – Identify your current pain points
  • Getting to Know Your Salesforce – Up to 10 hours learning your setup
  • Pricing: $150/hour (discounted nonprofit rate)
Project to Project

You have a specific need—a new program to track, a form to build, a broken automation—and want help with just that one project.
Pricing: $150/hour or fixed project rate

Project Management & Transparency

We use ClickUp to keep everything organized and transparent:

  • Track project status in real-time
  • Submit requests
  • View time logs and progress updates

Pricing

We believe in offering high-quality, mission-aligned work at fair prices:

  • Nonprofit Hourly Rate: $150/hour
  • Fixed Project Pricing: Available after Discovery

Ready to book your FREE Initial Discovery Call?

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