Moves Management for Salesforce

What strategy does your nonprofit take to turn small, one-time donors into larger advocates for your cause?

With moves management, your nonprofit can find the right donors and engage with them to establish relationships and contributions. To create these resources, Idealist Consulting teamed up with 3 leading Salesforce applications to help you take advantage of Salesforce, the Nonprofit Success Pack, and a moves management strategy. 

This moves management resource bundle will help take your organization's fundraising to the next level.

placeholder image

What's included

Article

Moves Management & NPSP: cultivation with Salesforce

In the cultivation step, you’re building a relationship with select constituents. We’ll break down how you can configure NPSP to help your organization with the cultivation step of moves management.

Moves Management & NPSP: cultivation with Salesforce

Article

Moves Management & NPSP: solicitation with Salesforce

The solicitation step of moves management happens when you are ready to “solicit”, or ask for, a donation from a donor. We’ll break down how you can configure NPSP to help your organization with the solicitation step.

Moves Management & NPSP: solicitation with Salesforce

whitepaper

Moves Management for Salesforce

A refreshing whitepaper that helps you plan how to implement moves management steps in Salesforce. And ask the right questions at each step.

Moves Management for Salesforce

Video

Moves Management Part 1

A 1-hour recording with four experts explaining a high-level overview of the six steps in a moves management strategy.

Moves Management Part 1

Video

Moves Management Part 2

An in-depth 45-minute recording of what a moves management strategy looks like in Salesforce and the Salesforce apps that can help you get the most of your strategy.

Moves Management Part 2

Salesforce

Make Salesforce the hub of your systems and processes.

Marketing Automation

Supercharge your communications + engagement.

Salesforce App Development

Partner with us to develop your force.com app.

Some of our clients


Hilton Foundation
Tripwire
Hostelling International

Puppet
Oregon Humane Society
OPB

About Idealist Consulting

We’ve been at this for over a decade. Our central staff is behind each project, but we also have over 40 Salesforce admins, developers, architects, marketing automation specialists, and project managers on our team, based across the United States. We match them to projects based on personalities, skillsets, location, and availability and are happy to provide resumes upon request. Our team holds over 30 Salesforce certifications. Named as "Best for Workers" by B Corporation for four years running, Idealist Consulting is committed to building and maintaining healthy relationships across the board.