Empowering Nonprofits with Tailored Salesforce Solutions

We help nonprofit organizations with optimized, budget-friendly Salesforce support to increase impact, efficiency, and security.
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How Can Your Nonprofit Organization Transform Its Operations with Salesforce?

Nonprofit organizations across all sectors are tackling a massive challenge: managing volunteers, donor relationships, programs, and grants efficiently. Many nonprofits are running on tight budgets and limited capacity, making it extremely important to use time and resources effectively.
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As a nonprofit organization, these struggles might sound familiar to you:

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Due to capacity restraints and budget limitations, scaling your organization’s outreachand increasing donor engagement seems out of reach

Inefficient processes are wasting valuable time on manual tasks that could be automated

Legacy systems aren’t providing the level of donor data management necessary for accurate impact reporting

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Equipping Nonprofits with Smart, Scalable Salesforce Solutions

At Summit One, we help nonprofit organizations increasefunding opportunities and provide efficient Salesforce platform solutions, giving you the capacity and confidence you need to continue serving your community. With our expertise in Salesforce, we’ll help you automate workflows, improve efficiency, and increase staff capacity, all within your specific budget.

Working with Summit One, you will:

Trust Your Systems to Accurately Report Impact

We’ll help you build a reliable, secure system that increases trust in your data for effective impact reporting

Maximize Operational Efficiency

We establish processes for a cleaner, faster Salesforce ecosystem, so your team can spend more time focusing on your mission

Achieve Measurable Results

Our approach ensures your organization’s processes are secure, streamlined, and scalable, allowing you to increase your impact and reach more people

Testimonials

What our happy customers say

With years of experience working with nonprofits of all sizes, the Summit One team brings a wealth of knowledge and a track record of success. We understand the challenges nonprofits face; we’ve earned trust through listening, understanding your needs, and delivering high-value Salesforce implementations that meet board-approved budget requirements.
"Unlike those other, service organizations Summit One has
really become a partner, in serving the children. They are dedicated and, very focused on serving nonprofits to begin with. But there's a real combination of care, understanding that the work that Summit One does and delivers, actually impacts the lives of the, of the community and the people living in the community that we work with."

Jim Wambach

Executive Director, Children Rising
"In the past, I had worked with several other consulting companies for Salesforceand always found that something was missing from thesedifferent companies that we had tried. The biggest difference that I saw in our workwith Summit One was the buy in and investment, into the peculiarities & specifics of our system, which is really difficult to find. Summit One was week over week, month over month, not just delivering on the pieces that we were requesting, but truly understanding how our system worked & how things worked together. As our partnership went on, our working style and our conversations became more efficient."

Antonella Ortiz Colosi

International Refugee Assistance Project
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Salesforce Solutions Nonprofits Can Trust

Ready to see how we can make a difference for your nonprofit?

Get Started With A Free Health Check

01

Transparency and Flexibility

We meet our clients where they are, adapting to their budgets, needs, and challenges. We understand that no two organizations are alike, and we tailor our approach accordingly

02

Strategic Partnership

We’re not just a vendor, we’rea strategic ally. We listen first to understand your unique pressures and then work collaboratively to find the best solution for your organization

03

Impact-Driven

Our measure of success is not just about delivering a project on time.We measure success by helping you increase your nonprofit’s impact. We’re accountable for the lasting value we create with the goal of achieving both short-term wins and long-term sustainability

How it WOrks

Unlock Your Potential with a Nonprofit Salesforce Support Partner

Ready to see how we can make a difference for your nonprofit?

Determine Fit
Scoping & Goals
Discovery & Design

Determine Fit

We start with a deep dive into your nonprofit’s needs, requirements, and what brought you to us in the first place. This step helps us determine whether we’re the right partner for your organization

Scoping & Goals

We perform detailed scoping exercises to define your needs based on your goals and the size and complexity of your project. This step allows us to create a clear and transparent roadmap for the engagement and, most importantly, allows us to develop a plan that fits your specific budget and timeline

Discovery & Design

Our proven discovery and design phase involves detailed workwhere we create person as, map out user journeys, and dive into your processes. This step lays the foundation for an accurate project scope, tailored specifically to your organization’s needs, whether it’s a managed service plan or project-based work

Let’s build a path forward together. Get in touch with our team to get started!

Get Started With A Free Health Check

Testimonials

Hear more from other nonprofits like you

"I was, quite honestly, dreading this project as I wasn't equipped to handle it and was worried about the time it would take to make the change. The Summit One team reassured me that they could help and finish the project quickly, and they absolutely did. We had such a great experience working with the team and would absolutely recommend them to anyone looking to level up their Salesforce database."
Juila Wong

Julia Wong

Events Director, Fanconi Cancer Foundation
"They are extremely thoughtful regarding the unique needs of our organization, meticulous in their work, and conscientious regarding limited budget. Summitone.io ensures that our time and tasks are prioritized wisely, so that we never exceed the budget unnecessarily. And importantly, they are skilled at simplifying concepts that are abstract to those unfamiliar with the ins and outs of Salesforce. I highly recommend working with Summit One!"

Jordan Deines

Program Director, Fanconi Cancer Foundation
"We hired Nick to help build out our program management system in Salesforce. He has been incredibly helpful, easy to work with, dependable, and produced an excellent workflow for our program for foster youth. Because of Nick, we have been able to streamline and manage our program information, automate outreach for our program, and enhance workflow processes to ensure effective tracking and reporting. Nick is very responsive, highly productive, and incredibly efficient. He’s very reliable and always willing to go the extra mile to resolve any questions or issues. I'd highly recommend him for any project you're considering."

Maggie Lin

Executive Director, Foster Nation
"Summit One was exceptional. They continually communicated the status of the project with us and requested additional information if anything was not clear. This process was very efficient and there were no delays from Summit One on the timeline. All items discussed were delivered."

Jessica Love

Executive Director, Daring Girls

Salima Dadini

Finance Director, Daring Girls
"As a fast-growing nonprofit we were in need of some additional bandwidth and capacity to build out some needed features and move some large projects along. We chose Summit One because of their passion for working with nonprofits and their technical expertise. They helped us design and build a process that made our recruitment and admissions process so much more efficient and one that is flexible enough to change as we continue to grow. Highly recommend!."

Cynthia Lopez

Director of Program Integration, CrossPurpose
"We are a small nonprofit that was in need of one platform to manage and evaluate all of our programs and services. The Summit One team developed a program management module, allowing us to automate a multitude of processes, which would otherwise require a significant amount of manual labor. Their team established integrations that push data from program applications and feedback forms into Salesforce, saving us the headache of manual entry. They have delivered on each of our objectives...and we had a long list! They are extremely thoughtful regarding the unique needs of our organization, meticulous in their work, and conscientious regarding limited budget. They ensure that our time and tasks are prioritized wisely, so that we never exceed the budget unnecessarily. And importantly, they are skilled at simplifying concepts that are abstract to those unfamiliar with the ins and outs of Salesforce. I highly recommend working with Summit One!"

Darlene Weide

Executive Director, Community Boards
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Non-Profit Success Stories

Empowering Scientific Research: A Grant Management Transformation With Salesforce

Discover how Fanconi Cancer Foundation streamlined their complex research grant management process by migrating to Salesforce’s Outbound Funds Module. By integrating FormStack and DropBox, automating workflows, and centralizing data, FCF drastically reduced manual effort, improved collaboration across all stakeholders involved in the grant lifecycle, and significantly enhanced their financial tracking - all while staying within their managed services budget. Learn how this transformation empowered FCF to focus more on advancing scientific research and less on administrative tasks.

Read more

Let’s get in touch

We don't turn away any questions - big or small. If you have anything you'd like to discuss, or you're interested in chatting about how we can contribute to the growth of your business, please feel free to contact us.

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Testimonials
"My firm accepted a tech project that was punching above our weight and Summit One saved the day! They truly are SalesForce gurus and one of the few with deep expertise in a lot of platforms that tie to SalesForce. Summit One always had a calm demeanor and was proactive in both explaining and addressing any problems which surfaced. I look forward to being able to work with Summit One in the future and highly recommend their services."

Jay Judas

CEO at Life Insurance Strategies Group

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