Consulting Services for Salesforce Nonprofit Cloud

Salesforce Customer Success is a community of customers, partners, and employees committed to driving success for our customers—and our customers' customers. From easy-to-use resources to embedded solution experts, organizations can elevate their AI capabilities and get the most value out of their Salesforce investment. Our comprehensive success portfolio includes: Success Plans - 3 levels of innovative tools, guidance, and support to help you achieve your ambitious goals: - Standard Success Plan: Self-guided resources included with all licenses. - Premier Success Plan: Personalized programs and expedited support. - Signature Success Plan: Proactive partnership and the fastest support. Professional Services: Trusted advisors to help accelerate your time to value with AI + Data + CRM. Partner (Apps and Experts): Over 200,000 credentialed experts and over 5,000 apps on AppExchange to help you scale and grow.

#1 Ranked Salesforce & AI Consultancy Coastal helps businesses turn data and AI into real results with Salesforce. Whether you're looking to automate smarter, connect your systems, or get more from your data, we make it happen—without the red tape of traditional consulting firms. Since 2012, we’ve helped 1,700+ organizations get the most out of Salesforce by delivering strategic, hands-on solutions that drive impact. From AI-powered automation to multi-cloud integrations, we bring a practical, results-driven approach that makes complex projects feel easy. Why Coastal? We believe in meaningful partnerships, work that matters, and lasting impact. Our North America-based team combines deep industry expertise with a down-to-earth, collaborative approach, making us the Salesforce and AI consultancy you’ll love working with. ✔️ #1 User-Rated Salesforce Consulting Firm on G2 ✔️ 5/5 Stars on Salesforce AppExchange ✔️ 3x Leader in ISG Provider Lens™️ ✔️ Experts in AI, Data Cloud, and multi-cloud Salesforce solutions www.coastal.us

Consulting and Implementation Practice.

Simplus is the #1-rated industry leader in Quote-to-Cash implementations, providing enterprise-wide digital transformation through advisory, implementation, organizational change management, and managed services. Guided by the mantra, “success simplified,” we use leading cloud solutions to help companies establish profitable growth, operational efficiency, and an integrated customer experience. We have successfully completed more than 4500 projects and are the highest-ranked partner on the Salesforce AppExchange, with 173 five-star reviews. With 1273 Salesforce certifications and a customer satisfaction rating in the top 1% of all Salesforce partners, Simplus helps companies improve, innovate, and grow.

Appirio, a Wipro Company, develops modern business applications for enterprise companies and delivers the tools they need to attract top talent, boost collaboration, and deliver exceptional customer experiences. Our experience-led strategy focuses on the four pillars of success: implementation success, user success, operational success, and financial success to close the value gap and to ensure customers realize the full value of their technology investments. Appirio, founded in 2006, is a global strategic partner of Salesforce and long-time Google partner who has helped over 3,000 enterprises adopt effective cloud-based solutions across industries, including Healthcare & Life Sciences, Banking, Higher Education, Manufacturing, and Retail. We are invested in building industry-focused accelerators that improve time to value and are repeatedly recognized as a key partner in innovation by Salesforce and among the best places to work across the globe.

We are glad to announce that we are now a Salesforce Gold Consulting Partner and a Salesforce Talent Alliance Member. Algoworks is a B2B IT services provider company that has expertise in key areas of Salesforce CRM and Mobility, including Software Product Engineering. Being a Salesforce Consulting Partner/ISV Partner and rated 5.0/5.0 on AppExchange, we provide clients with access to our Salesforce experts for their administrative and development needs, be it customizing SFDC to business processes, integrating it with third-party systems, upgrading to lightning experience and Force.com App Development.

Welcome to VectorX, your premier Salesforce implementation partner. Leveraging over a decade of industry experience, we blend professionalism, innovation, and a retro-inspired vibe to create a unique presence in the tech industry. Our team of seasoned Salesforce Architects is dedicated to transforming business technology to enhance clarity, performance, and productivity. Our suite of comprehensive services spans across Salesforce Remodels, Architecture Design & Development, Change Management & DevOps, Automation & API Integration, Data Management & Migration, Health Checks, Security Assessments, Staff Augmentation, Support, and Custom Implementations. We really shine with Salesforce Rescues, stepping in when others fail, to ensure your success. Our mission is to redefine success by doing what we love and empowering our partners to change the world. We envision a future where work is simplified, lives are balanced, and everyone is engaged in what they love. We're here to help you reach your 'X', whether it's a goal or a challenge. Choose VectorX for a partnership that exceeds expectations while preserving a friendly, fun, and helpful company culture. Ready to disrupt the market? We shatter the status quo and push the limits of what's possible. Discover the VectorX difference today.

Cloudsquare is the most robust end-to-end lending platform, powered by Salesforce. The loan origination software and loan servicing software is designed to help lenders and brokers automate, streamline, and scale their lending operations. It provides a comprehensive suite of modules that manage the entire lending lifecycle, from application to repayment, while offering unmatched flexibility, automation, and integration capabilities. Cloudsquare serves a variety of lending verticals, including equipment financing, merchant cash advances, term loans, and more. The platform is ideal for organizations seeking to eliminate inefficiencies, improve borrower and partner experiences, and drive smarter decisions with real-time insights. Built on Salesforce, Cloudsquare ensures security, scalability, and customization to adapt to any business need. As a completely customizable platform, Cloudsquare enables users to automate workflows, simplify processes, and integrate seamlessly with third-party systems and APIs. Loan Origination Software * Automates application intake, credit decisioning, and document management. * Offers customizable workflows to streamline approvals and enhance borrower onboarding. * Dynamic assignment rules optimize deal distribution across teams. Loan Servicing Software * Tracks repayments, disbursements, and balances with ease. * Provides real-time visibility into borrower accounts for better decision-making. * Offers robust reporting and analytics to manage risk and monitor portfolio performance. Flexible Automation * Customizable settings allow users to tailor the system to their unique requirements. * Automates repetitive tasks, reducing errors and improving operational efficiency. * Supports ACH processing and dynamic disbursements to simplify payments. Real-Time Analytics and Insights * Advanced reporting tools provide actionable data for risk management and business optimization. * Dashboards offer a holistic view of lending operations, helping users track key metrics. Seamless Integration * Easily connects with third-party apps and APIs for enhanced functionality. * Integrates with existing tools to provide a unified, end-to-end lending solution. * Supports syndication and accounting features to manage complex financial processes. Benefits of Cloudsquare 1. Improved Efficiency with Prebuilt Lending Workflows: Automates manual workflows, saving time and reducing errors. 2. Enhanced Borrower Experience: Delivers seamless, transparent processes from application to repayment. 3. Data-Driven Decisions: Offers real-time insights and analytics to optimize lending strategies. 4. Regulatory Compliance: Ensures adherence to industry standards with advanced risk and compliance tools. 5. Scalability: Grows with your business through customizable settings and a robust Salesforce foundation. Cloudsquare eliminates inefficiencies, accelerates growth, and enables businesses to deliver unparalleled borrower and partner experiences. By combining automation, customization, and integration, it stands out as a definitive solution for lending and brokering success. Whether you’re a small broker or an enterprise lender, Cloudsquare’s loan origination software and loan servicing software empower you to optimize your operations and achieve your growth goals.

Ad Victoriam is a Salesforce Platinum Partner and MuleSoft Partner who provides mission-critical, consulting services, from strategy to implementation. Our nimble team of certified professionals across the United States accelerates businesses by simplifying complex problems through cloud and data expertise. As a Certified B Corp, we balance purpose with profits and have made a strong commitment to the community.

Salesforce Consulting and Implementation Practice.