Salesforce for Nonprofits Plans

World's best CRM made affordable for nonprofits to give a boost to their noble cause

Quick Start

$ 985
Duration: 1 Week

Project Initiation
 
  • Discovery
  • Business Process Review
  • Planning
 
 
Core Implementation
 
  • Core Sales Cloud Functionalities for Leads, Accounts, Contacts, Opportunities, and Activities

 

Data Migration
 
  • One time migration of Account, Contacts, Leads, and Opportunities data

 

Customization
 
  • Custom Fields (up to 20/org)
  • Page Layout (1/object)
  • Custom Reports (up to 2)
  • Custom View (1)
  • Dashboards
  • Email Template
  • Custom Profiles
  • Workflows & Processes
  • Custom Logo
 
 
Training
 
  • End User Training (1 hr)
  • System Admin

 

Support
 
  • Implementation Assessment
    (30 min; after 2 weeks of operation)
  • Support

  

 

Other Services
 
  • Sharing Setup
  • Chatter Setup
  • Salesforce1 Setup

Standard

$ 1975
Duration: 1 - 2 Weeks

Project Initiation
 
  • Discovery
  • Business Process Review
  • Planning
 
 
Core Implementation
 
  • Core Sales Cloud Functionalities for Leads, Accounts, Contacts, Opportunities, and Activities

 

Data Migration
 
  • One time migration of Account, Contacts, Leads, and Opportunities data

 

Customization
 
  • Custom Fields (up to 40/org)
  • Page Layout (1/object)
  • Custom Reports (up to 4)
  • Custom View (up to 2)
  • Dashboards (up to 2)
  • Email Template (1)
  • Custom Profiles
  • Workflows & Processes
  • Custom Logo
 
 
Training
 
  • End User Training (1 hr)
  • System Admin (2 hrs)

 

Support
 
  • Implementation Assessment
    (30 min; after 2 weeks of operation)
  • Support (3 hrs; 1st month of operation)

  

Other Services
 
  • Sharing Setup
  • Chatter Setup
  • Salesforce1 Setup

Premium

$ 3870
Duration: 3-4 Weeks

Project Initiation
 
  • Discovery
  • Business Process Review
  • Planning
 
 
Core Implementation
 
  • Core Sales Cloud Functionalities for Leads, Accounts, Contacts, Opportunities, and Activities

 

Data Migration
 
  • One time migration of Account, Contacts, Leads, and Opportunities data

 

Customization
 
  • Custom Fields (up to 80/org)
  • Page Layout (2/object)
  • Custom Reports (up to 8)
  • Custom View (up to 5)
  • Dashboards (up to 5)
  • Email Template (4)
  • Custom Profiles (4)
  • Workflows & Processes (up to 5)
  • Custom Logo
 
 
Training
 
  • End User Training (3 hr)
  • System Admin (4 hrs)

 

Support
 
  • Implementation Assessment
    (30 min; after 2 weeks of operation)
  • Support (9 hrs; 1st 3 months of operation)

  

Other Services
 
  • Sharing Setup
  • Chatter Setup
  • Salesforce1 Setup

 Options

 Cost

Features & Services

Lead Automation $600
  • Discovery and planning
  • Web-to-lead form (1)
  • Lead assignment rules (Up to 10 rule for 1 assignment)
  • Campaign Setup and Configuration
  • Training (1 hours)
Case Automation Starts from $925
  • Discovery and planning
  • Custom field (up to 12)
  • Process (1)
  • Setting up case assignment rules (up to 12)
  • Training (1 hour)
Quotes Starts from $925
  • Discovery and planning
  • Quote template (1)
  • Custom fields (up to 10)
  • Training (30 minutes)
Products & Pricebooks Starts from $725
  • Discovery and planning
  • Products list loading (1 file)
  • Pricebook (1)
  • Custom fields (up to 12)
  • Training (1 hour)
QuickBooks Integration (Cloud) Starts from $725
  • Discovery and planning
  • QuickBooks setup & configuration
  • Training (30 minutes)
QuickBooks Integration (Desktop) Starts from $975  
  • Discovery and planning
  • QuickBooks setup & configuration
  • Training (30 minutes)
DocuSign Integration Starts from $725
  • Discovery and planning
  • DocuSign setup & configuration
  • Training (30 minutes)
Cogna Integration Starts from $725
  • Discovery and planning
  • Cogna setup & configuration
  • Training (30 minutes)
 Chargent Integration  Starts from $925  
  • Discovery and planning
  • Chargent setup & configuration
  • Training (30 minutes)
Payment360 Integration Starts from $925
  • Discovery and planning
  • Payment Gateway setup & configuration
  • Training (30 minutes)
 RingCentral Integration  Starts from$925  
  • Discovery and planning
  • RingCentral setup & configuration
  • Training (30 minutes)
Outlook/Email Integration Starts from $375
  • Discovery and planning
  • Outlook setup & configuration
  • Training (30 minutes)
 Additional Services $60 / hour

Special hourly service price for Nonprofits.

Any additional services, including development and training, can be arranged after a consultation and needs assessment session with the client at no charge.

A Few Notes & Terms

Cetrix's flexible terms enable our customers to feel free to choose options and personalize the services we provide.

Key Project Personnel

Before we start a new implementation, we assign a Salesforce-certified consultant to manage the project. We ask all our clients to provide a single point of contact to coordinate with Cetrix’s project manager.

Software Licenses

Acquiring licenses for Salesforce cloud applications and any other software to be integrated with Salesforce is the responsibility of the Client. A license for every software shall be provided to Cetrix to be used throughout the implementation process.

Features and Editions

The features that we configure are subject to the availability in the specific edition of the Salesforce that the client is licensed, which is limited to Professional and Enterprise editions. We use Salesforce.com best practices in every feature we configure.

Delivery Method

We deliver all our services via web conferencing in order to expedite the implementation process and eliminate unnecessary expenses. This includes user and admin training.

Data Migration

The packages described above include data migration using CSV files with no more than 40,000 records of cleaned-up data for each object. Cetrix can provide other data-related services upon request and for additional fees.

Integration with Other Applications

Cetrix provides implementation and integration services for other Salesforce cloud applications, including Marketing Cloud, Service Cloud, Pardot, Wave Analytics and Work.com. We provide a discovery consultation session at no cost upon request for such services.

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