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For a deeper conversation about your organization’s needs, the best place to start is our free 30-minute consultation. For all other general questions or information, you are in the right place. We look forward to connecting with you.
Sertus Partners
Our team is based in the United States within the Eastern Timezone. Our standard office hours are Monday through Friday, 9am to 5pm.
Frequently Asked Questions
We work primarily with nonprofits, foundations, and grantmaking organizations managing $20M+ in assets or annual revenue. These organizations typically have complex data needs—multiple systems, diverse stakeholders, and sophisticated reporting requirements—where our integrated approach delivers the most value.
Our pricing depends on the scope and complexity of your needs.
- Assessments and audits are typically fixed-fee engagements.
- Implementation pricing is custom and scope-based
- Managed services operate on monthly fixed price retainers.
We provide transparent, detailed proposals after an initial consultation—breaking down not just costs, but the time and effort your team will need to invest for the project to succeed. Our goal is for you to understand the full commitment and make an informed decision.
It depends on your needs. Many clients use our Managed Services instead of hiring a full-time administrator—gaining access to a team with diverse expertise across Salesforce, integrations, and nonprofit best practices. Others have internal staff whom we support with complex technical work and strategic planning. The advantage of our model is flexibility: you can scale support up or down as your needs change, without the fixed cost and limitations of a single hire.
Yes. Here’s what you need to know: NPSP (Nonprofit Success Pack) is Salesforce’s legacy nonprofit platform that’s been around since 2008. Nonprofit Cloud (NPC) is the newer platform that Salesforce announced in 2023 as their primary nonprofit solution going forward—it offers stronger grantmaking capabilities, improved program management, and is where Salesforce is focusing future innovation and investment.
While Salesforce hasn’t announced an end-of-life date for NPSP, they’ve made it clear that Nonprofit Cloud is their strategic direction. For new implementations, we typically recommend Nonprofit Cloud to align with Salesforce’s roadmap. If you’re already using NPSP successfully, we help you evaluate whether and when migration makes sense for your organization. During discovery, we assess your needs and recommend the right approach.
Your team’s involvement is essential to success. We typically need 5-10 hours per week from key stakeholders during discovery and design, then 2-5 hours weekly during configuration, testing, and training. The investment pays off: implementations with strong internal engagement achieve adoption 40-60% faster than those where consultants work in isolation. We schedule thoughtfully around your team’s capacity and provide clear expectations upfront.
Salesforce reports work well for operational data—tracking records, running lists, basic summaries. Tableau is built for analysis: spotting trends over time, comparing across programs, years, or portfolios, combining data from multiple sources, and creating visualizations that tell a story. Most of our clients use both—Salesforce for day-to-day operations, Tableau for strategic insight and external reporting.
The right timing depends on your needs and complexity. Salesforce has positioned Nonprofit Cloud as their strategic nonprofit platform, though NPSP remains supported without a sunset date. Migration makes sense if you need NPC’s enhanced grantmaking features, advanced program management, or more sophisticated automation. It makes sense to wait if NPSP is meeting your needs and you’d rather align migration with your normal upgrade cycle. We assess your workflows, strategic direction, and the migration effort involved—then recommend whether to migrate now or later. When you’re ready, we manage the full process: data preservation, workflow redesign, and leveraging NPC’s expanded capabilities.
We connect Salesforce to the tools your team already uses: accounting systems like QuickBooks, marketing platforms like Mailchimp and Account Engagement, payment processors like Stripe, form tools like FormAssembly, Formstack and SurveyVista, and collaboration platforms like Slack and Asana. We also build custom integrations for legacy or proprietary systems. The goal is eliminating manual data entry—information flows automatically so your team isn’t copying and pasting between platforms.