Project Kickoff and Strategy Sessions
- Project commencement and engagement sessions. Meet our team and review the plan and details.
Donation and Program Setup
- Curated donation and program setup. We do the needful to get you started on the journey.
Household & Contact Setup
- Household & Contact setup. We configure standard fields and create new custom fields for tracking & handling your household & contact records.
Salesforce Grant Application
- Salesforce grant application process. We finish the grant application process and give you the login information to Salesforce.