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
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
Grant research for annual clients
individual donor campaigns
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.