Beyond call recording: getting real ROI from Gong
Most teams treat Gong as expensive call storage. The return is in coaching, deal execution, and forecast accuracy. Here is how to move from recording to results.
Read the full post → How We Help
What we deliver for nonprofit firms.
Unified constituent record
One record spanning giving, volunteering, program participation and communication, so the whole relationship is visible to whoever needs it.
Fundraising and donor management
Moves management, campaign tracking, recurring giving, tribute gifts and acknowledgement workflow on Nonprofit Cloud.
Grant and restricted-fund tracking
Award records with budget periods, restrictions, deliverables and report deadlines, so compliance is visible before it is urgent.
Program delivery and outcome capture
Program, service-delivery and outcome tracking designed so the data serves the program first and the funder report second.
Volunteer management
Registration, credentialing, scheduling and hour tracking that scales without adding coordinator headcount.
Board and funder reporting
Reporting built once against the constituent and program data, rather than rebuilt by hand each cycle.
Common Challenges
What we see in nonprofit.
The technology and process challenges that come up in nearly every engagement we run in this industry.
Donors, volunteers and clients are separate systems
The same person may give, volunteer and receive services, and appear as three unrelated records. The relationship is invisible precisely where it is strongest.
Grant compliance is manual and unforgiving
Restricted funds, reporting deadlines and allowable-cost rules are tracked in spreadsheets. A missed report can end the funding.
Outcome data is collected for funders, not for programs
Program staff enter data to satisfy a report and never see it again, so it never improves the program it describes.
Development runs on the last gift
Without engagement history, cultivation is driven by giving history alone, which misses the volunteers and advocates who are the strongest prospects.
Volunteer coordination eats staff time
Scheduling, credentialing and hour-tracking are done by hand, which caps how many volunteers the organisation can actually use.
Every system needs an administrator nobody has budget for
The failure mode is not choosing the wrong platform. It is choosing one that needs a full-time owner who was never funded.
Regulatory & Compliance Matters
What we navigate in nonprofit.
Compliance is not a separate workstream, it is embedded in every workflow we deliver. The major frameworks we work within:
IRS Form 990
Program service accomplishment records, functional expense allocation and governance disclosures.
OMB Uniform Guidance (2 CFR 200)
Federal award compliance, allowable-cost evidence, subrecipient monitoring and audit readiness.
State Charitable Solicitation Registration
Multi-state registration tracking, renewal deadlines and disclosure requirements.
FASB ASU 2016-14
Net asset classification, donor restriction tracking and liquidity disclosure.
PCI DSS
Cardholder data handling for online and event giving, and keeping payment data out of the CRM.
Donor Privacy & Consent
Communication preferences, anonymity requests and the consent record behind them.
Signature Service Categories
The major nonprofit practices our team runs.
Each category represents a deep specialization with dedicated playbooks, accelerators, and experienced consultants.
Fundraising & Development
Moves management, campaigns, recurring giving and acknowledgement workflow.
Grants & Restricted Funds
Award tracking, restriction management, deliverables and reporting deadlines.
Program Delivery & Outcomes
Service delivery, case management and outcome measurement.
Volunteer Management
Registration, credentialing, scheduling and hour tracking.
Reporting & Analytics
Board, funder and program reporting from one data set.
Other Platforms
The technology stack we typically deploy here.
Salesforce Nonprofit Cloud
Nonprofit Success Pack (NPSP)
Salesforce Marketing Cloud
Experience Cloud volunteer and client portals
Accounting integration (Sage Intacct, QuickBooks)
Payment processor integration
Tableau for outcome reporting
Data Cloud for constituent 360
DocuSign for agreements
Agentforce for constituent self-service
Integration Ecosystem
The platforms we connect to in nonprofit.
Our team carries hands-on experience across the systems your firm already runs. Integration is rarely the bottleneck.
Salesforce Nonprofit Cloud
Blackbaud Raiser's Edge NXT
Classy
Bloomerang
DonorPerfect
Sage Intacct
QuickBooks
Stripe
PayPal Giving
Volgistics
Twilio
MuleSoft
Tableau
DocuSign
How Clients Engage Us
Ways to work with us on nonprofit initiatives.
From short diagnostics to fractional leadership, every engagement model is designed around the client's stage and needs.
Discovery & Strategy
Assessment across development, programs and grant compliance.
Fixed-Scope Implementation
Defined builds for Nonprofit Cloud, grant tracking or volunteer management.
Managed Services
Ongoing administration for organisations without a dedicated platform owner.
Fractional Technology Leadership
Senior technology leadership shared across an organisation that cannot fund a full-time role.
Outcomes We Deliver
The metrics we actually move for nonprofit clients.
Engagements are measured by movement on the numbers that matter. These are the directions of travel we commit to.
Donor retention rate
Increased
Recurring gift lapse rate
Reduced
Grant report preparation time
Reduced
Volunteer coordination hours
Reduced
Constituent record duplication
Reduced
Time to produce board reporting
Reduced
Signature Frameworks
Proprietary methodologies for nonprofit work.
Every engagement leverages reusable assets, frameworks, blueprints, and diagnostics built up over hundreds of client projects.
Whole Constituent Record
A reference architecture for one person across giving, volunteering, program participation and advocacy.
Restricted Fund Guardrails
A framework for tracking restrictions, budget periods and deliverables so compliance surfaces before a deadline, not after.
Outcome-First Data Design
Our approach to designing program data capture around the program, with the funder report as a by-product.
Low-Administration Architecture
A design principle for nonprofits: no configuration that requires an administrator the organisation has not funded.
Featured Insight
Insight & analysis from our nonprofit team.
Consultant-level analysis from the consultants delivering the work.
Revenue Operations
Our Capabilities
How we help nonprofit clients.
Salesforce
Implementation, configuration, and managed services across the full Salesforce platform, from Sales and Service Cloud to Agentforce and Data Cloud.
Learn more →Gong
As one of Gong’s earliest services partners, we implement, integrate, and optimize Gong so revenue teams actually adopt it.
Learn more →AI Consulting
Strategy and production AI, from use-case selection and governance to deployed agents on the platforms you already run.
Learn more →Revenue Operations
The systems, data, and rituals that make sales, marketing, and customer success operate as one revenue engine.
Learn more →Ready to move nonprofit forward?
Free 30-minute strategy session with one of our consultants who knows your industry.
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