Tailored implementation services for enhanced data management

We create tools and databases that help mission-driven organizations showcase their impact, streamline operations, and grow with confidence.

  • Woman sitting at a table, smiling and presenting to a group. There is monitor with virtual attendees behind her.

    Smart, sustainable solutions

    Finding the right database solution can be overwhelming. Too often, organizations are sold expensive, overcomplicated systems filled with unnecessary features that don’t truly meet their needs. After experiencing this time and time again, we use a different approach.

  • Two women working at a table together with clipboards and laptop.

    Tailored, thoughtful implementation

    We align each solution with your unique cultural and operational requirements. Though we have tools and templates that can help accelerate the process, we never rush implementation. Instead, we stay focused on what truly matters to you.

  • Two women working together on a laptop.

    Practical, scalable strategies

    With 10+ years of experience working with nonprofits and CDFIs, we prioritize affordability, ease of use, and long-term sustainability. We provide a full picture of all the options while highlighting where to start and what to take on in the future.

Our solutions are designed to grow with your organization, adapting to new challenges and opportunities over time.

  • We structure databases to support program tracking, fundraising, grant management, lending operations, and custom impact tracking needs while remaining flexible and adaptable.

  • 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.

  • We help reduce manual tasks and increase efficiency through process automation, informed by your organization.

  • We ensure smooth transitions from legacy systems with accurate, well-structured data.

  • We equip your team with the skills and resources to confidently manage and leverage your new system.

  • We continue to stay on as admin support for questions, additional training, system edits and updates, and capacity building.

Nonprofit technology expertise

We specialize in Salesforce implementations, Nonprofit Success Pack, Nonprofit Cloud, Outbound Funds, Program Management, and tailored configurations to meet your needs.

Salesforce Partner badge
Salesforce Administrator badge
Salesforce Nonprofit Cloud Consultant badge
Salesforce Business Analyst badge
Salesforce Platform App Builder badge
Salesforce AI Associate badge

How to get started

Red outline of the number 1.

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.

Red outline of the number 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.

Red outline of the number 3.

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.

Red outline of the number 4.

Implementation

We actively build a fully-customized database based on the project requirements and scope. During this time, we discuss our progress, address challenges, and align our next steps. We also share demos and works-in-progress for your review and approval.

Red outline of the number 5.

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.

Red outline of the number 6.

Ongoing technical assistance

Once your system is fully implemented, we offer troubleshooting assistance, answer questions, and help with system updates and maintenance. We can make adjustments based on your evolving business needs, adjusting workflows and automations where necessary.

We have extensive experience with nonprofits and Native CDFIs and understand the complexities of funding landscapes, compliance requirements, and impact reporting.

Implementation team

  • Mary Sienko photo

    Mary Sienko

    IMPLEMENTATION DIRECTOR

  • Megan Andrews-Sharer photo

    Megan Andrews-Sharer

    SENIOR IMPLEMENTATION MANAGER

  • Caroline Hoyt photo

    Caroline Hoyt

    SENIOR IMPLEMENTATION MANAGER

  • Meredith Gammon photo

    Meredith Gammon

    IMPLEMENTATION MANAGER

  • Pricilla Perez-Sujo

    Pricilla Perez-Sujo

    IMPLEMENTATION MANAGER

  • "[Sweet Grass] helped our organizations deploy more than $500,000 in emergency loans for folks impacted by COVID and . . . influence public policy to ensure COVID resources reach our most impacted populations—native communities, communities of color, and women."

    Jeff Gilbreath, Hawaiian Community Assets

  • "We enjoy the line of communication with Sweet Grass. Being that it is a new program for us to use, it has been so easy to approach the staff and ask any questions . . . Our company has learned a lot in such a short period of time with them."

    Westwater Financial, Inc.

  • "Whenever we have a question or run into an issue, it has been very easy to communicate and get answers. Easy to talk to and understanding. It has been great working with [Sweet Grass] and getting support."

    Vaipuarii Tapiero-Kight, Hawaiian Lending and Investments

  • "Thanks as always for your world-class assistance in developing systems, reports, and templates that have tremendously added to the success of launching our online platform to manage Kahiau."

    Danielle Chavez, Council for Native Hawaiian Advancement

  • "Very responsive, attentive but not buggy, clear communication and explanation of capability, set clear expectations and met them, quite timely."

    Kris Brunetto, Mountain Plains Community Development Corporation

  • " . . . good to work with and very helpful with walking through the steps by steps and listened to the ideas we had."

    Margaret Morrison, Rosebud Sioux Tribe

Questions about database management?