Home | TACKLE | Nonprofit Technology Consulting

Let’s make the most of your fundraising & programs technology.
Our team has decades of experience working with nonprofits. We understand your technology challenges and can help you find long-term solutions.

Common problems we solve 2023 Year in Review

Let’s make the most of your fundraising & programs technology.
Our team has decades of experience working with nonprofits. We understand your technology challenges and can help you find long-term solutions.

Common problems we solve 2023 Year In Review

We start by improving the technology you already have.

From creating custom reports to developing strategies that help streamline your technology, we cover all things related to nonprofit technology.

Reporting and data issues.

Identify obstacles like bad data, broken integrations, and more that might be interrupting reporting.

Develop business processes.

Streamline things like your gift entry processes or your grants life-cycle management.

Salesforce flows and automations.

Maximize your Salesforce efforts by employing flows and automations — so your team can focus on high-leverage activities and making a greater impact.

And implement new technology when your needs grow.

We are constantly researching and testing out the latest technology trends, and are well-versed in the specific challenges nonprofits face.

Salesforce implementation.

Whether you’ve inherited Salesforce or employing as a new CRM — our team is expert in helping you navigate the intricacies of Salesforce. As nonprofit experts, our consultants have many years experience in the use of Nonprofit Success Pack (NPSP) and standing up Salesforce for Donor Management, Program Management, Case Management, Grant Management, and Reporting and Dashboards.

System evaluation and integrations.

Work with our team to evaluate digital systems that can be integrated with Salesforce. We help you identify your goals, current challenges, and other considerations before you make a decision. We work with you for integration and establishing the best parameters with efficiency and usability in mind.

While there are systems we use more regularly, we know every nonprofit has different needs and we are flexible and knowledgeable in recommending a technology solution that will truly work for you. Don’t see your system listed below? There’s a good chance we can help or recommend someone who can.

So your team can focus less on troubleshooting and more on advancing your organization.

We work with nonprofits of all sizes. This is important to us, because we know technology needs are critical for teams large and small. It is our focus to help you address those needs and find a solution that can work for you not only today, but also down the road. Because we truly want you to spend your time on meeting your organization’s goals.

Speaking of, these are just a few of the amazing organizations we’ve had the pleasure to work with on a variety of technology needs.

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Learn more about how we tackle nonprofit technology challenges.

Don’t just take our word for it. Here are some examples of how we have helped our clients with a variety of technology issues.

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Back to the basics of Salesforce

At Tackle we work with organizations on Salesforce wellness, refining current processes for optimum results, and developing a project approach for implementing your new initiatives. Getting back to the basics is a great way to sum up our 2023 Year In Review!

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How do you navigate big technology changes?

When taking on big technology changes, it’s important to evaluate impact across your organization. Having a clear path forward makes a world of difference for managing the rollout of your new systems.

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We build reliable client relationships.

When key staff changes left one of our clients without a system administrator and strategist for their CRM and online fundraising systems, it created a growing number of issues that went unresolved. See how Tackle stepped in to resolve these short-term issues and developed a long-term relationship that has helped this organization thrive.

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We provide technology support no matter the size.

As this client was preparing for an upcoming fundraising event, they were interested in improving the integration between their online auction platform and Salesforce. Since their team is small and they did not have a dedicated tech person to help navigate this integration, they reached out to Tackle to help.

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We ensure donations get where they’re needed, fast.

As a major hurricane was making landfall this client needed to launch a campaign as soon as possible, ensuring their online donation form would properly route funds through their primary CRM. See how they relied on Tackle to step in quickly and help them with this critical campaign.

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We keep operations running while making major improvements.

When this client purchased a new digital fundraising tool they needed a reliable partner to make these changes and provide training. See how our partnership allowed this client to take this enormous step forward without dropping the ball on day to day operations.

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Common problems we solve.

These are some of the problems we help our clients with every day. Of course there are many other nonprofit technology issues we tackle, but we thought we’d giving you a few examples so you could get an idea of what is in our wheelhouse.

Salesforce implementation.

Data migration and hygiene.

We will help you overcome the challenges of “dirty” data, duplicates, capturing the appropriate data, and importing external data into Salesforce.

Salesforce flows and automations.

Maximize your Salesforce efforts by employing flows and automations — so your team can focus on high-leverage activities and making a greater impact.

System evaluation and integrations.

Work with our team to evaluate digital systems that can be integrated with Salesforce. We help you identify your goals, current challenges, and other considerations before making a move. We work with you for integration and establishing the best parameters with efficiency and usability in mind.