CUSTOM SALESFORCE SOLUTIONS FOR NONPROFITS

A database your whole team can use

Be Well Consulting builds, repairs, and supports custom Salesforce solutions for mission-driven organizations.

We learn how your programs run, shape the system to fit, and stay with you long after launch.

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See how we work

How we help

Help for wherever your database stands today

Some teams are new to Salesforce. Others have a system only one person understands, or reports nobody quite trusts. Our team draws on our decades of experience leading nonprofits to meet your team where it is.

  • Assess

    Not sure what shape your database is in?
    We review it against nine benchmarks and give you a scorecard and a prioritized plan.

  • Build

    Starting fresh, or starting over?
    New implementations, migrations, and rebuilds of systems you’ve outgrown, designed around how your programs run.

  • Support

    Is Salesforce harder to use than it should be?
    We make a complicated system easy for your staff. We train your team, answer their questions, and keep simplifying the screens they work in every day.

“When designing our customized system, Be Well took into consideration our complex compliance requirements, our processes, and the needs of our staff and members. ”
— SEIU 1199 NW Training Fund

why it matters

What changes when the database works

Reporting you can stand behind.

Data-rich insights to better inform your reporting to funders and stakeholders.

Programs, donors, and volunteers in one place.

Maximize your impact and save time with connected data and systems.

Outreach that starts from good data.

Optimize your marketing and communications strategies with turnkey database integration.

Sample database health scorecard rating nine areas, from processes and automations to integrations, as stable, for consideration, or needs attention.
Sample database health scorecard rating nine areas, from processes and automations to integrations, as stable, for consideration, or needs attention.

Time back for the mission.

Automate tasks so your staff can focus on your mission.

How we work

A process shaped by our nonprofit expertise

Our team led nonprofit organizations before we built databases for them.
Our processes are built specifically for the nuances of your world.

  • Discover

    We start with how your programs run, who you report to, and what your funders ask for. We know what to ask because we’ve done this work.

  • Design

    We shape Salesforce around your programs and people, keeping it simple while taking into account future growth.

  • Deploy

    We build it, move your data over, and train your team around the work they do every day. You try it first and tell us what to change.

  • Sustain

    We stay on after launch, and every support plan includes unlimited how-to help.

How we use AI in our work

We use AI tools to help draft documentation and training materials and to speed up routine build work. A person reviews everything before it reaches you, and your organization's data stays out of public AI tools.

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Let’s build a database your whole team can use

Tell us a little about your organization and what you need from Salesforce. We’ll take it from there.

Let's Chat