Salesforce Customization and Configuration

What Can Salesforce Do for Your Nonprofit?

Lydia Sierra Consulting is an experienced consultancy providing years of Grant Management for our clients on Salesforce. We offer Salesforce customization to help nonprofit organizations like yours manage grant and individual donor information and create fund development systems to meet your revenue goals. Whether you are a small nonprofit in need of a project management system or a larger organization looking for complex, custom configuration, our Salesforce-certified team members are ready to help.

What We Offer

At LSC, we can tailor a plan to fit the specific needs of your nonprofit. All packages include discovery sessions and consultation to determine your nonprofit’s needs, configuration and onboarding, data migration, standard and custom object set-up, process automations, installation of apps and integrations, and platform support. The following are services we offer our Salesforce clients:

Individual Donor Management

  • Custom CRM system
  • App Integration with Mailchimp, Paypal, Stripe, and more
  • Donor recognition and appreciation
  • Donation tracking
  • Personalized donor communications
  • Individual giving histories
  • Donations reporting + dashboard

Grant Management

  • Centralized information of partner organizations and funders
  • Track grants and contracts statuses and progress
  • Download reports showing Pending, Awarded, Rejected, and Total Funds Applied For
  • Deliverables management
  • Grant Reports + Dashboard

Project Management

  • Centralized program data allows your team to seamlessly organize and manage program-related tasks
  • Create and track program/event details and attendees
  • Program reports + dashboard
  • Visualize program/event metrics, KPIs, and statistics across all programs and participants

Impactful Services

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“Lydia Sierra Consulting was instrumental in helping us strengthen our organizational capacity to deliver impactful services, attract funders, and successfully manage operations.”

Grant Prospect Research

We deliver comprehensive grants calendars full of targeted and attainable funders to help you win funding.

At LSC, we work with organizations of all sizes and causes to create actionable research programs that maximize long-term value. We tailor our research plan, process, and package to fit your nonprofit’s unique needs. We analyze the resources at hand, create a comprehensive list of potential funders, and craft a plan for stewardship. Whether you are looking to add structured monthly support to replace in-house research or have a niche or complex program that requires custom research strategies, we can customize a research package for you. All packages include discovery sessions and consultations with the option to add-on Fund Development, Salesforce Customization, and Grant Writing Support.

Our Research Offerings

Comprehensive Grant research project

  • Discovery session where research parameters are defined and co-created
  • Deep research through subscription-only databases, government portals, and more
  • Funders are rated, ranked, and delivered to you in a custom prospect grid complete with deadlines, contacts and more
  • Guarantee of at least 20+ attainable funders

Grant research for annual clients

  • Constant contact about your organization’s evolving scope of work
  • Continuous new research to find fresh funding opportunities
  • Grants calendar to identify and prioritize proposal writing projects
  • Comprehensive support for a particular campaign or event

individual donor campaigns

  • Discovery Session
  • Strategic plan and detailed donor profiles for cultivating and soliciting High Net Worth Individuals
  • Wealth screening of your internal database
  • External research and help building a unique donor database
  • Help telling the right stories to engage the right donors


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“Working with Lydia Sierra Consulting gave us a clearer work path to manage, organize, and prioritize grant opportunities that were specific to our mission, vision, and strategic plan as an organization. The team listened intentionally and proactively made recommendations for other resources that could benefit new and existing programming. Leading a BIPOC organization in a community with limited essential services, many times it’s hard to pivot time to grant research effectively. Lydia Serria Consulting understood us and gave us an action plan to affirm the great work we’re doing. On behalf of FB Community Land Trust Board, Members, Staff, and Community…THANK YOU!”
Brandi Barret
Director of Operations, FBCLT
Fruit Belt Community Land Trust

Monitoring and Evaluation

LSC provides custom, comprehensive M&E services to help clients with the following:

Whether you need operation-wide or project-specific monitoring and evaluation services, Lydia Sierra Consulting experts will help you measure, analyze, understand, and report on your organization’s impact. We provide a complete assessment of your reporting needs, identify key metrics, and develop data-gathering tools and systems to increase response rates and reduce the burden on your program staff. Our collaborative approach is functional, adaptable, and effective because it facilitates staff and community engagement to build consensus around monitoring and evaluation systems.

  • Apply quantitative and qualitative approaches to track progress and using that data to create change.
  • Ensure programs are implemented in a timely manner in compliance with all applicable requirements.
  • Ensure programs address accountability, measure impact, and use best practices and tools to improve program effectiveness
  • Implement performance monitoring systems.
  • Create meaningful and measurable indicators
  • Develop, update, and maintain data
  • Prepare performance and impact assessments
  • Communicate data dashboard updates via reports to program managers and senior management
  • Create compelling data visualizations
  • Attend scheduled M&E calls and provide other monitoring and evaluation support to programs as needed

Exciting things
to come!

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