User-friendly data management systems to track your impact
Take control of your data
Partnership drives our approach and determines how we show up in relationship with your organization. Our goal is to help your team completely adopt and own your data system.
Implementation services
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System design
Responsive to your needs and priorities, we use a cultural lens to structure your data. Built according to your programming, fundraising, lending, and impact tracking needs, our systems are flexible and can adapt to changes over time.
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Software integration
Focusing on ease of use, we connect Salesforce with your existing tools and systems to streamline data flow and improve efficiency, including everything from loan software, to email marketing, to donor platforms.
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Workflow automation
After helping you determine which processes to automate, we create workflows that reduce manual tasks and save you time. Each automation is carefully informed by your organization and incorporates your unique use cases.
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Data migration and cleanup
We take care of moving the historical data out of your old system, making sure your data is “clean” and correctly matches your new build. Our priority is a smooth transition from your legacy system, resulting in accurate, well-structured data.
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User training and support
We meet you where you are. We work closely with your team to provide the skills and resources you need to confidently manage your new system, including live training and detailed how-to guides.
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Ongoing technical assistance
We continue to stay on as admin support to answer questions, provide additional training, and build capacity. We make sure your system stays up to date and continues to meet your needs.
As a Native CDFI serving rural and Indigenous communities, Sweet Grass’ understanding of our context has been especially valuable in ensuring our tools reflect the communities we serve.
Michael Mausbach, Spruce Root
Customized options for technical support
Choose your desired level of support, from targeted expertise only when you need it, to full stewardship of your data system
Expert guidance, tailored to your needs
We have extensive experience with nonprofits and Native CDFIs and understand funding landscapes, compliance requirements, and impact reporting. That’s why our systems are designed to grow with you, adapting to changes over time.
How to get started:
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Initial assessment. We meet with you to gather detailed information about your needs and priorities, then create an initial estimate and contract for the discovery phase.
2
Discovery. We review your existing data collection tools, processes, and software to identify integration and streamlining opportunities, then determine which forms and data tools to utilize and customize for your organization’s unique needs.
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Project kickoff. We meet with your staff and stakeholders to review the build process and timeline, create a check-in schedule, and identify the key decision makers for the project.
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Implementation. We build a fully-customized database based on the project requirements and scope. We discuss progress, address challenges, and align our next steps. We also share demos and works-in-progress for your review and approval.
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Training. We assist with initial setup and conduct hands-on training sessions to guide staff through the functionality and workflows. We provide detailed standard operating procedures and how-to guides to help users navigate the system with confidence.
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Ongoing technical assistance. Once your system is fully implemented, we offer troubleshooting assistance, answer questions, help with system updates and maintenance, and make adjustments based on your evolving business needs.
What’s new in implementation
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Your top 10 Salesforce questions answered
We’ve rounded up the answers to the questions we get asked most often to help you use Salesforce to its greatest potential.
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Akiptan proves “slow and steady” is the way to build an impact measurement system
Unlike the “move fast and break things” mentality of mainstream tech, thoughtful, strategic planning has been Akiptan’s best investment.
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The role of discovery in nonprofit data management
Learn how the process of discovery helps nonprofits create sustainable database systems that support their teams, clients, and communities.
Making homeownership possible for Native families in South Dakota
We partnered with South Dakota Native Homeownership Coalition to track the impact of its supporting organizations across Minnesota, North Dakota, and South Dakota.
Featured project
Thunder Valley Community Development Corporation staff discuss indicators and outcomes to inform the creation of logic models.