Salesforce
Customization
features
Free Salesforce account
Your 501(c)(3) organization qualifies for up to ten free licenses. We help you get up and running.
Custom Fields
We customize the fields your organization needs. Whether they are text, dates, or drop-downs, we’ve got you covered.
Custom objects
These are the tabs or menus you see on top of the site. For example Contacts, Services, Programs are all objects. If your organization requires services or other metrics not part or your install, we can do that.
Custom Layouts
You decide how your page looks like, we take care of the rest.
Email rules
You decide when an email is sent out based on your organization's rules.
Custom Dashboards
We can design the most relevant metrics to display your most important KPI's.
Custom Reports
We will create reports so you can present the data you need to see.
Scheduled Reports
We will schedule reports to run at a specific time, daily, weekly or monthly. And to specific people.
Email campaigns
These can increase your outreach to your customers. We can create campaigns to specific clients, with filtered criteria.
Email templates
That's right, with Salesforce, we can create custom templates to include relevant customer information. Even customized subject lines can be part of the template. Attachments can be part of the template as well.
Automation
We can design emails, update fields with formulas and many other solutions to run automatically.
Bulk import / edits
Do you have large spreadsheets with customer data? Let us do the heavy lifting and bring that information into your account.