Implementation Starting at $4,800

Salesforce Nonprofit Cloud (NPSP) Quickstart

Get up on Salesforce Nonprofit Cloud (NPSP) in a few weeks. Includes platform configuration to suit your organization & training from a certified consultant.

What's Included

Silver Package

3-6 Week Implementation

  • Set up users & field and object security

  • Optimize user interface based on client needs

  • Configure Leads, Household Accounts, Contacts and Opportunities (Donations)

  • Create custom fields as needed

  • Up to 2 Opportunity Types (Donations, Memberships, Grants)

  • Set up email sync with Outlook or Gmail

  • Engagement plans

  • Email Templates

  • Duplicate record management

  • Reports and Dashboards

  • Two hours of User training

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Gold Package

6-8 Week Implementation

All Silver Features Plus:

  • Additional donation types

  • Memberships

  • Custom objects and relationships

  • Custom object record types

  • Data validation rules

  • Business process automation

  • Approval processes

  • Set up Marketing Campaigns

  • Additional reports and dashboards

Platinum Package

8+ Week Implementation

All Silver and Gold Features Plus:

  • Program management

  • Case management

  • Volunteer management

  • Grants management

  • Accounting system integration

  • Donor platform integration

  • Record level security and sharing

  • Payment Processing

  • Advanced business process automation

Important Considerations

Looking beyond implementation services? We offer integration, custom development, training, and support for nonprofit organizations.

Related Success Stories

Walk with a Doc

Summit implements Salesforce CRM NPSP for Walk with a Doc, an Ohio-based non-profit.

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Get a jumpstart by connecting with one of Summit's Salesforce Certified Experts today.

Summit's Salesforce Certifications

As a firm specializing in Salesforce project work, we place a high value on obtaining and maintaining Salesforce certifications for the various Salesforce products we support and services we offer. Our team has obtained over 60 certifications spanning over 20 unique areas of certification. Every member of our delivery team holds at least one certification, and many team members have earned more than five.

"Easy to Work With"
Angie W.

Northwoods worked with Summit to help migrate our Microsoft Dynamics CRM system to Salesforce.  Summit was extremely knowledgeable, thorough, and easy to work with.  They were able to help us configure the system to handle complex business processes while making the system easy for end users.  They were also able to migrate all our legacy Dynamics data to the new Salesforce system.  Summit helped train our technical team on Salesforce administration while keeping the project on time and under budget.  I highly recommend Summit for any Salesforce-related project.

"Mind Blowing!"
Rachael H.

As a leader of a small non-profit aimed to scale rapidly and efficiently, I knew it was critical to transition from antiquated spreadsheets to a sophisticated CRM. We dabbled in Salesforce on our own the year prior. To put it mildly, I was terrified to go there again. Summit met my apprehension with confidence and reassurance. They were timely, efficient and positioned us to utilize Salesforce in ways we hadn’t imagined. Every day I’m in awe of what Salesforce can do; to the team’s credit for imparting their wisdom. Summit has positioned us for unprecedented opportunities at Walk with a Doc. Thank you!

"BEST Salesforce Consultant Available"
Catherine Z.

We went through 3 consultants before finding Summit. The difference was night and day, and the cost was very reasonable. They helped us get our Communities up and running in less than a week (after 2 other teams essentially dragged their feet for 9 months - yes, 9 months!). We are ecstatic! We also have Managed Services with them, for a few hundred bucks a month they are our go-to for anything Salesforce. The team is INSTANTLY responsive - like within 2 minutes. I have experienced other consultants and can tell you, there is no comparison. Hire Summit!

"Did a Wonderful Job"
Paige B.

We have primarily been using Salesforce for our sales team. Recently we decided to bring our support team on and Summit did an awesome job helping us get everything set up the way we needed.

"Great Learning and Implementation"
Annette H.

Great experience with Summit. They are very knowledgeable about Salesforce and their turn around is outstanding. I am looking forward to working Part 2 of our plan with them.

"Transformation Data w/ Excellent Service"
Kay W.

The skill set and knowledge that Summit has brought to this project far surpasses our initial expectation- especially since our initial contact with Salesforce corp. was challenged in regards to utilizing training videos to suit our scope and need. Summit and team has been helpful in supporting our team with a custom solution in order for us to be able to serve our community better. They are timely and professional, and eager to learn about the why before telling us the what.

"Made our Dream CRM a Reality!"
Matt S.

Summit made our Salesforce dream a reality. As a small non-profit on a limited budget with very specific CRM needs we were challenged to find a suitable Salesforce partner. Fortunately we were introduced to Summit, and from day one they made the formidable task of implementing Salesforce doable (and even enjoyable!). The Summit team are pros, from their accessibility and communication to industry knowledge and attitude, they never said 'no' to a request. When we encountered hiccups along the way they took the time to trouble shoot and make fixes, even when it was outside the original scope of the project. We didn't deviate from the project timeline or budget, which says a lot considering our custom needs for data collection/reporting, donor communication, and third party plug-ins. If you are considering implementing Salesforce or have any Salesforce needs, I highly recommend Summit and their team.

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