Imagine the Art of

Are you a Nonprofit currently facing challenges with any of the following items?

  • Is your team finding working with spreadsheets limiting?
  • Is your team spending excessive time preparing stakeholder reports than working on high-value tasks?
  • Is your team wasting valuable time passing hand written notes from desk to desk, causing delays and unnecessary follow-up tasks?
  • Is your team struggling to consolidate fragmented data from multiple external systems?
  • Is your team struggling to keep the data clean?
  • Is your team backing up data periodically?
  • Is your organization at risk of exposing confidential information due to elevated data access controls?

Why Do the Above Pain Points Matter?

Nonprofits are often scrambling with limited budgets and staff. Repeatable tasks that could be automated are often done manually, resulting in a loss of precious staff hours. The organization suffers from not having enough data points to make data-driven decisions. Stakeholders lack a clear view of the gaps that hide in plain sight. Staff members feel overwhelmed juggling their core responsibilities while managing technology that becomes more of a hindrance than a helpful tool.

Imagine the Art of Possible

Salesforce provides 10 free nonprofit licenses through the Power of Us Program. NPSP (Nonprofit Success Pack) or Nonprofit Cloud is a cloud-based solution built on the Salesforce platform. Nonprofits can achieve substantial business process improvements by transitioning to Salesforce NPSP or Nonprofit Cloud.

Benefits Abound
  • Higher data limits, reduced human errors and increased automation makes Salesforce a superior alternative to working in Excel.
  • All data is now in Salesforce. With little training it’s easy to create reports and dashboards and wait.. They can be scheduled to be sent, ready for the Monday morning status call.
  • Swivel chair is eliminated. No need to carry hand written notes from desk to desk. Assign and follow up Tasks all within Salesforce.
  • All your donor, volunteer, and contact data is clean— in fact, any data is clean. We have rules configured to identify duplicates and prevent the creation of bad data. This alone is a game changer, as your employees can act on actionable data.
  • All your data is available online on Salesforce. Additional Apps can be configured to backup data periodically.
  • Right Permissions can be created based on the Personas accessing the system. No more sleepless nights fretting about elevated data access.
  • Nonprofit Cloud customizations can also effectively enhance the following modules: Donation Management, Email Communication, Campaigns, Volunteer Management, Program Management, Case Management, Digital Marketing Strategy and Grant Management.

Why Lattice Squad for Nonprofits?

Our mission is to empower nonprofits with transformative technology, helping them expand their reach and maximize their impact on the communities they serve.

We embrace and act with the strong belief that our work should create meaningful social impact. This conviction drives us to seek projects with organizations dedicated to making a difference. Over the past few years, we’ve had the privilege of applying our Salesforce expertise to help organizations undergo digital transformations that support crucial causes—such as feeding the hungry, sheltering the homeless, assisting the elderly, and providing essential services to low-income families. Our mission is to empower nonprofits with transformative technology, helping them expand their reach and maximize their impact on the communities they serve.