Warren Consulting
Real Data Yielding Real Value
At Warren Consulting, we help nonprofits make sense of their data. Our goal is to help you get the most out of your technology so you can make a bigger impact.
We are a small consulting firm offering Salesforce implementation and administration services and specializing in the nonprofit sector.
What is Salesforce?
Salesforce is a cloud-based CRM (Customer Relationship Management) application that helps you track information about the people and organizations you interact with.
This includes:
Intake form data for programs and services you offer
Giving history for your donors
Data about services you deliver, such as attendance and progress notes
Attendee and ticket info for events
Grants you apply for and the steps in the application process
Volunteers and volunteer shifts
Outcomes that measure your nonprofit’s impact
Why Use Salesforce?
A custom-tailored CRM solution saves your staff time by automating manual processes. Up-to-date information allows your staff to work together seamlessly, whether you’re answering a client’s phone call or preparing for your next board meeting. A CRM that is integrated with other systems saves you time and reduces repeated data entry.