At Teliona, we specialize in helping non-profits harness the true power of Salesforce NPSP to fuel their mission and drive lasting impact. Our tailored approach ensures every step of the journey is designed to meet your unique needs and challenges, delivering continuous value and optimizing your use of technology.
Here’s how we partner with you to transform your organization:
1. Discovery Call: Laying the Foundation
The first step to success is understanding your mission, challenges, and goals. In our discovery call, we dive deep into your organization’s current processes, technology needs, and overall vision. We scheduled several calls with the client to understand their existing processes, the different tools and technologies they use, and the number of team members actively contributing to the organization’s growth. This comprehensive understanding allows us to identify key areas for improvement and align Salesforce NPSP with your objectives.
2. Crafting a Tailored Plan
Once we understand your organization’s needs, we develop a customized plan that works best for you. After carefully assessing the business processes, we actively work on designing a plan to simplify these processes, whether it involves a one-time migration or continuous improvements. Our focus is on creating a strategy that supports growth and sustainability, enhancing your ability to serve your community and manage resources effectively.
3. Defining an Effective Workflow and Collaboration Method
Every organization is unique, so we work closely with you to establish a clear methodology for project delivery. We determine how we’ll execute the plan and discuss the frequency of collaboration to ensure smooth execution. Our team also helps choose the right project management tools for efficient tracking and feedback management. Additionally, we work to help ourselves and stakeholders better understand requirements, providing clarity on the current status, what’s next, and what’s upcoming.
4. Setting Up Communication and Reporting
Transparency is essential to a successful project. We’re committed to open communication, helping you select the most effective platform for seamless communication. We prioritize regular updates—whether tracking progress, sharing project updates, holding weekly sync calls, or addressing any roadblocks. This approach keeps everyone in the loop. We focus on delivering clarity and consistency in every update, ensuring your leadership team and stakeholders stay informed. We also keep track of stakeholders’ availability and adjust our timeline accordingly to meet their needs.
5. Building a Strategy for Long-Term Success
Sustainable success requires more than just implementation. We assist stakeholders in managing their development and operations (DevOps) strategy, including guidance on timelines and time estimates. Our approach breaks down larger projects into smaller, manageable chunks, allowing us to achieve goals in two-week sprints. This strategy supports ongoing improvements without disrupting daily operations and includes a robust testing plan to ensure every change works as expected before it goes live.
6. Focusing on User Experience and Quality Assurance
Ensuring your team can easily navigate and fully leverage Salesforce NPSP is essential to your organization’s success. We focus on creating intuitive systems that streamline workflows, minimize errors, and enhance productivity.
Simplifying Design for User-Friendly Navigation
An intuitive Salesforce system can greatly improve how nonprofit teams interact with their data. For example, we helped a nonprofit whose team struggled to navigate a complex interface, making it difficult to access donor information quickly. By redesigning the layout and streamlining custom objects, we created a more user-friendly experience that allowed staff to easily find what they needed, leading to better engagement and follow-ups.
We also improved the user interface by customizing dashboards and list views to display only relevant information. This helped reduce clutter, making it easier for users to focus on important tasks without getting distracted by unnecessary details.
Ensuring Reliable Performance with QA
Nonprofits rely heavily on their systems during high-stakes periods like fundraising events. One organization faced system slowdowns during peak donation times. Through performance testing, we identified and resolved bottlenecks, ensuring the system could handle high traffic seamlessly.
System and manual testing also help ensure new features integrate smoothly and catch any user-facing issues early. This hands-on approach guarantees a reliable, user-friendly experience that your team can trust, even during critical moments.
7. Delivering Continuous Value
Our journey doesn’t end with implementation. We believe in delivering continuous value to your organization. With regular check-ins, ongoing support, and a focus on optimization, we ensure that your Salesforce NPSP setup evolves alongside your needs. This approach allows you to keep up with changes, adapt to new challenges, and consistently fulfill your mission.
At Teliona, we’re committed to helping nonprofits unlock the full potential of Salesforce NPSP. By partnering with us, you gain more than just a technology solution—you gain a strategic partner dedicated to helping you succeed. Let us help you drive continuous value and impact through smart, tailored solutions designed to fuel your mission for years to come.
Ready to transform your organization? Book a free discovery call today and let us help you drive continuous value and impact through smart, tailored solutions designed to fuel your mission for years to come!
