How to D.I.Y. your Salesforce Implementation

Implementing Salesforce can look like a daunting task! But with the guided expertise of our consultants we can empower you without it costing the earth.

If you work for a small charity, planning to use the standard features of the NPSP pack, and have someone with the time and attention to customise Salesforce, then we can help you DIY your instance.

Our team of experienced and certified Salesforce consultants are on-hand to guide and mentor you on your Salesforce journey.

Train up a Salesforce Admin, and learn the essentials of Salesforce and the NonProfit Success Pack (NPSP).

Our popular six month virtual training course provides training and mentoring in Salesforce administration at a fraction of a cost to our typical one to one consultancy model.

The curriculum covers the learning objectives required to take the Salesforce Administrator certification, as well as the fundamentals of the Non Profit Success Pack.

The course consists of:

  • Fortnightly – 2.5hr Live Training & Mentoring Webinars, which will also be recorded.
  • Weekly – 8hrs of Homework and Self Study
  • Access to Salesforce Champion Membership, our group for Salesforce Admins, for one year (24hrs of advanced training)
  • Online chatter group for peer support and Litmos LMS access for one year
  • 3 one hour one-to-one mentoring calls

The course costs £1500 plus VAT per person, and will give your chosen admin(s) the skills they need to customise Salesforce and help your charity to grow!

Next Start Dates: 11th February 2019 and 13th May 2019.

Please email to reserve your place or find out more.

Not sure about doing it yourself?

For small charities we offer a charity discount package providing a minimum package of 6 paid days and 6 free days of support with the help of our Salesforce Supermum Volunteer team. A minimum implementation costs £4800 plus VAT and takes three months.

Please email to find out more.


“I would recommend learning how to customise Salesforce to anyone considering it. The product is a fantastic tool.

“My work background is in the charity sector, mainly working with vulnerable women. I think Salesforce is a fantastic product for charities and moving into a career in Salesforce felt like the natural progression for me.”

Lucy, Project Manager at SSE

“I am in the process of implementing Salesforce for the charity I work for – something I did not feel confident doing before the training and would not have attempted.

This is saving our small charity thousands. There is still a long way to go but this practical experience of the system is also a great reinforcement of my learning.”

Debbie, Fundraiser

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