Salesforce services built around your organisation
From a new Salesforce implementation to improving an established system, NGO Business Services provides practical Salesforce expertise for non-profit organisations.
Our work ranges from individual pieces of development or troubleshooting through to implementation, integration, data work, maintenance and long-term support. We keep solutions proportionate to your organisation’s needs, resources and budget.
1. Build & Develop
Salesforce Implementation
We help organisations introduce Salesforce successfully: understanding requirements, designing the solution, configuring the system, preparing data, testing and supporting launch. The system is designed around how your organisation actually works, without forcing it into unnecessary complexity.
Development & Automation
Where standard configuration is not enough, we extend Salesforce with Flow automation, tailored processes and appropriate custom development. We focus on making repetitive work easier while keeping what we build understandable and maintainable.
2. Connect & Manage Data
Integrations
We connect Salesforce with other systems and services where this removes duplication, reduces manual work and improves the experience for staff and supporters. The focus is on a reliable process and useful information, not technology for its own sake.
Data & Migration
We cleanse, transform, deduplicate, migrate and restructure data. Moving data is not simply an import exercise: understanding what it means, its quality and where it belongs is essential to producing a Salesforce system people can trust.
3. Review & Improve
System Review & Improvement
We review established Salesforce systems and business processes to identify unnecessary complexity, manual work, data-quality problems and opportunities for improvement. Recommendations are practical and prioritised; we do not assume that everything needs rebuilding.
AI for Non-profits
Focused AI for genuine operational problems
We look for practical uses of AI that solve specific problems without requiring a huge technology project.
AI Summary App
The app can take substantial narrative information already held in Salesforce — such as grant applications, reports, case notes or programme updates — process selected information according to organisation-defined instructions and write a structured summary back to the Salesforce record.
It is designed to support human judgement, not replace it: people can review and refine the structured summary before using it.
Less time reading and condensing information. More time using it.
“The NGO Business Services Summary App has made our reporting writing much faster – it usually takes 3 months, and post-AI is down to 3 weeks!”
Chris Stone
Chief Executive, London Music Fund
4. Maintain & Support
System Health & Maintenance
Keep your Salesforce system healthy.
This proactive service goes beyond reactive support. Regular checks can cover data quality, automation and errors, configuration, access and user issues, and relevant Salesforce changes. A regular system-health report records issues, actions and recommendations so problems can be addressed before they grow.
Training & Support
We provide practical training tailored to your organisation and ongoing help when questions, changes or problems arise. Clients work with people who know their organisation and Salesforce system, rather than a remote anonymous helpdesk.
You do not have to buy a predefined package. We can undertake a complete implementation, a discrete piece of development, an integration, a review, data work or provide an ongoing relationship.
How we work
Understand
Start with what your organisation is trying to achieve.
Simplify
Look for the simplest effective solution.
Build
Configure, develop or integrate appropriately.
Support
Help you use and maintain what has been built.
Not sure what you need?
Clients often know the problem they want to solve before they know what the technical solution should be.
Tell us what you’re trying to achieve.