Salesforce Solutions for Nonprofits and Foundations
How We Help
Expert Salesforce Management, Implementation & Optimization
Your Salesforce investment should drive impact, not create friction. Whether you’re implementing for the first time, managing an existing system, or looking to optimize, integrate and automate, we provide the expertise and ongoing support to make Salesforce work seamlessly for you.
Built for How You Work
We’re a team of certified Salesforce experts who’ve worked inside nonprofits and foundations. We build systems that fit your operations because we’ve lived them.
Systems Your Team Will Use
A great implementation means nothing if staff avoid it. We prioritize adoption, training, and building something people want to use.
Strategic Guidance, Not Just Technical Delivery
We bring perspective on what’s worth building, what can wait, and how to get the most from your investment.
Managed Salesforce Services
Expert Salesforce administration: whether you need a full team or strategic support for your in-house admin.
As your organization evolves, Salesforce should evolve with it. Without dedicated administration, systems degrade predictably: data quality declines, security updates lag, and the gap between what you need and what you have widens. We provide ongoing Salesforce management—serving as your complete admin team or providing strategic support and advanced expertise for your existing administrator.
How it Works
Every account includes a dedicated Solution Architect and an Administrator—so you get both strategic guidance and hands-on support. We work on a predictable cadence: weekly meetings, regular data quality and security checks, quarterly reviews, and annual planning sessions to keep Salesforce aligned with where your organization is headed.
What You’ll Get
- Proactive monitoring—issues get fixed before your team notices them
- Fast, knowledgeable support when questions come up
- A system that evolves with you
The result: Your team gets a Salesforce that works—consistently and reliably. Issues are resolved before they become problems. And you receive strategic guidance, not just technical support.
Salesforce Implementation & Optimization
Salesforce built for your organization.
You need Salesforce that supports how your team works—while making that work better. We configure Nonprofit Success Pack (NPSP), Nonprofit Cloud (NPC), and Experience Cloud around your operations, then add automation and AI that eliminates repetitive tasks and improves efficiency—so your team spends less time on data entry and more on the work that matters.
How it Works
We map how your team operates—grantmaking cycles, donor touchpoints, program workflows—before configuring a single field. This operational foundation informs every decision: your data model, your automations, your page layouts, your security framework.
We automate repetitive tasks and integrate AI where it adds value. Then we provide comprehensive training and change management support to ensure your team can use it.
What You’ll Get
- A Salesforce environment designed around how your team works
- Automation that eliminates manual, repetitive tasks
- AI and Agentforce where they genuinely add value
- Training and change management that ensures adoption and long-term success
The result: Your Salesforce reduces administrative time by 25-40%, improves data accuracy across systems, and provides leadership with real-time visibility into the metrics that matter.
Experience Cloud Grantee & Stakeholder Portals
Give grantees, donors, and partners a better way to work with you.
Disconnected application tools, email back-and-forth, and manual status updates create extra work for your team and your grantees. We build Experience Cloud portals that bring everything into one place—applications, reporting, and communication.
How it Works
We design portals around your workflows and your users. What do grantees need to submit? What do they need to see? What does your team need to review and track? Then we build, test, and train—so both internal staff and external users know how to use it.
What You’ll Get
- Custom portal for grantees, donors, or other stakeholders
- Streamlined applications and reporting
- Real-time status visibility for applicants
- Reduced back-and-forth for your team
The result: Less email, less manual tracking, more engagement, better experience for everyone.
Salesforce Migrations
Leave your legacy system behind without losing what matters.
The risk in migration isn’t the technology—it’s losing the relationships, history, and context that make your data valuable. We’ve migrated dozens of organizations from Foundant, Raiser’s Edge, and other legacy systems—preserving what matters while improving what doesn’t work.
How it Works
We map your current system thoroughly—understanding not just what data you have, but how your team uses it. This informs our migration strategy: which historical data transfers, which relationships must be preserved, which outdated structures to leave behind. We test extensively before launch, validating data quality and functionality against real workflows. Then we support your team through the transition with role-specific training.
What You’ll Get
- Complete data and workflow migration with relationships and history intact
- Cleanup of outdated or duplicative records
- Validation testing before go-live
- Training and transition support
The result: Your organization moves forward with Salesforce while keeping all the valuable data and institutional knowledge you’ve built over the years. Teams typically achieve full adoption within 2-3 months—significantly faster than new implementations—because the workflows feel familiar.
Salesforce Integration Services
Connect every tool your team relies on.
Manual data entry between systems wastes time and introduces errors. We connect Salesforce to your essential tools so data flows automatically—no more duplicate entry, no more reconciliation headaches.
How it Works
We identify where your team is manually moving data between systems, then build integrations that eliminate that work. Every integration is tested against real workflows and monitored for reliability.
What You’ll Get
Integrations with accounting (QuickBooks), marketing (Mailchimp, Account Engagement), payment processing (Stripe, Charity Engine, Square), forms (SurveyVista, FormAssembly, FormStack), Slack, and custom systems unique to your organization.
The result: Data flows automatically between systems. Your team saves hours each week on manual entry and reconciliation—and your data stays consistent everywhere.
Strategic Partners, Not Just Salesforce Experts
We’ll tell you what’s worth building, what can wait, and where your investment will have the most impact. Honest guidance, real expertise, long-term thinking.
Real Stories of How We Help Empower Nonprofits & Foundations
Our clients’ success stories reflect our commitment to providing tailored solutions that advance their most important work.
“Sertus was extremely knowledgeable in helping build and customize our database to fit our organization. Our Sertus team was thorough in addressing our needs, while creative in finding solutions specific to us. Sertus was also patient with our very busy non-profit organization. We felt building our system might be a grueling process however it was an absolute pleasure working with Sertus!”
Caroline Castro
Communications Manager, Directions For Our Youth Inc.
“Nandini and her team at Sertus were wonderful to work with! They had great expertise on what we needed from their past experience with implementations, but also did a really thorough process to understand our unique needs and build what we needed. They were great about learning with us on some of the unique ways we seek to track long term data and they have been an incredibly supportive partner as we grow.”
Renata Soto
Founder & President, Mosaic Changemakers
“The Sertus Partners team brought such ease to the database development process. They were deeply flexible but kept us on time and task with our project. We’re excited to have them in our corner for all of our database development needs.”
Joy I. Gary
Executive Director of Boston Farms
Frequently Asked Questions About Salesforce Solutions
Do we need to be using Salesforce already to work with you?
No. We help organizations migrate from other CRMs to Salesforce, implement Salesforce for the first time, or optimize existing Salesforce environments. We meet you wherever you are.
What’s the difference between Managed Services and Implementation?
Implementation is a one-time project to build or rebuild your Salesforce environment. Managed Services provides ongoing monthly administration, support, and optimization to keep your system healthy and evolving with your needs.
Can you work alongside our existing Salesforce administrator?
Absolutely. Many organizations use our Managed Services to provide strategic support and advanced expertise that complements their in-house admin, handling complex projects and specialized needs.
How long does a Salesforce implementation or migration take?
Most implementations take 3-6 months, depending on complexity. Migrations typically take 2-4 months. We provide a detailed timeline during discovery based on your specific requirements. about our refund policy
What if we’re not sure which service we need?
That’s exactly what our free consultation is for. We’ll discuss your current situation, goals, and challenges to recommend the right solution—whether that’s an audit, managed services, implementation, or something else entirely. about how to determine how many pages you need
Do you provide training for our team?
Yes. Every implementation, migration, and optimization project includes comprehensive training tailored to different user roles. Our Managed Services clients also receive ongoing training as new features are added.
Ready to Transform Your Salesforce Into a Strategic Asset?
Let’s discuss how Salesforce can better support your mission.
In a free 30-minute consultation, we’ll explore your current Salesforce challenges and goals, then recommend the right solution to help your team work more efficiently and make better data-driven decisions.
Identify your biggest Salesforce pain points
Explore solutions tailored to your needs
Get a clear understanding of next steps and investment