NONPROFIT TECHNOLOGY RESOURCES
Take Your Mission from Zero to AI in No Time
Modelit understands that each nonprofit is at a different stage in its technology journey. Some organizations are implementing their first CRM. Others are modernizing their existing Salesforce environment or even exploring how AI can support their mission.
We work with nonprofits at every stage. Explore our three Nonprofit Accelerators designed to help your nonprofit move forward with confidence:
• Nonprofit CRM Launch
• NPSP to NPC Migration
• Salesforce AI Adoption
Get Started
Launch Your First CRM with Salesforce
Still relying on spreadsheets, disconnected tools, and manual processes to manage your nonprofit operations? A CRM helps centralize this information so your team can focus more on impact and less on administrative work.
Modelit’s Nonprofit CRM Launch helps you launch a foundational Salesforce environment tailored to your nonprofit needs. We work with your team to analyze your processes, design the right data model, and guide you through the initial setup so you can start automating key workflows.
With the right Salesforce CRM setup, your nonprofit can centralize donor and program data, automate key processes, and give your team the right tools to scale your mission.
This kit is for you if:
You don’t currently use a CRM
Your want to automate donation tracking, campaign outreach, or volunteer coordination
You want a structured way to design your nonprofit data model in Salesforce
You need expert guidance to launch a CRM quickly and efficiently
You get:
10 free licenses through the Salesforce Power of Us Program
Data model design and foundational Salesforce setup
Reports and dashboards for donors, volunteers, and programs
Strategic guidance for scaling as your mission grows
Transition from NPSP to Salesforce Nonprofit Cloud
If your nonprofit already runs Salesforce but is still using Nonprofit Success Pack (NPSP), your next move may be migrating to Nonprofit Cloud (NPC).
The newer architecture of NPC offers stronger scalability, improved data models, and deeper integration with the Salesforce platform. Modelit experts help you transition from NPSP to NPC with a structured migration process that evaluates your current environment, maps your existing data and processes, and guides your team through a smooth transition.
We aim to help your nonprofit take advantage of Salesforce’s latest capabilities while minimizing disruption to your team.
Migrating to NPC helps guarantee your Salesforce environment stays aligned with the platform’s future while giving your team a more scalable foundation for growth.
This kit is for you if:
Your nonprofit currently runs Salesforce with NPSP
You want to understand the benefits of moving to Nonprofit Cloud
Your organization needs help mapping data and processes to the NPC structure
You want an experienced Salesforce partner to guide the migration safely
You get:
Current NPSP environment assessment and NPC gap analysis
Data mapping, cleansing, and migration execution
Staff training for smooth transition to NPC environment
Briefing on NPC-exclusive capabilities new to your org
Bring AI Into Your Impact-Driven Operations
Artificial intelligence helps nonprofit organizations expand their reach, personalize donor engagement, and automate repetitive tasks. Salesforce’s Agentforce and AI capabilities allow organizations to support staff with intelligent automation across fundraising, outreach, and operations.
Modelit’s Salesforce AI Adoption accelerator helps you evaluate how AI fits within your mission and technology ecosystem. We work with your team to assess readiness, identify meaningful use cases, and design a practical roadmap for responsible and impactful AI adoption.
With the right preparation and guidance, nonprofits can adopt AI to support their mission, strengthen engagement, and improve team efficiency.
This kit is for you if:
You want to explore AI but are not sure where to start
You want to identify realistic AI use cases across fundraising, programs, or operations
Your Salesforce environment needs preparation before introducing AI capabilities
You want expert guidance to adopt AI responsibly and effectively
You get:
AI readiness assessment and use case identification
Data governance and compliance review
Agentforce configuration and activation
Prioritized AI roadmap to guide you through successful adoption
