We provide information on best practices for tracking donor, sponsor, and funder information and gifts. We customize Salesforce to your fundraising needs, ensuring you can steward and segment your donors the way you want to.
Data. Like it or not, it's important.
But maintaining your data doesn't have to take over your workload. We provide the tools and services to ensure the integrity and value of your database. Together, we can dial in your data - making it easier to learn from your data, manage your programs, and steward your supporters.
Dialed In Data builds the capacity of small nonprofit and small business organizations by providing data management, analysis, and maintenance services, solutions, and training, allowing organizations to focus on achieving their missions and growing their impact.
Services
We offer a variety of services to support you and your organization's data- and Salesforce-related needs.
Donor Data
Program Data
No two programs are the same. We know this, and we will work with you to determine and implement the best solution for tracking the information you need on your programs and outcomes.
Staff Training
Well-trained staff are key to keeping your data clean and useful. We provide both one-on-one and group training, customized to your organization. Click here to learn more.
Salesforce Implementation
We are experienced in all the steps required to migrate from another data system (even just spreadsheets) to Salesforce in a way that provides the most benefit to staff and your organization.
Salesforce Customization
For those organizations already using Salesforce, we build out functionality to make use easier for staff and ensure data quality.
We provide monthly Salesforce administration services and support; often becoming a source of institutional knowledge of the ways your organization uses Salesforce, which is particularly helpful in onboarding new Salesforce users. Click here to learn more.
About Us
Jillian Adkins, Consultant & Salesforce Admin
Jillian has been working with Salesforce since 2013, and holds the Salesforce Certified Administrator and Nonprofit Cloud Consultant credentials.
Jax, Salesforce Admin Apprentice
Jaxsen has been working with Salesforce since 2022, and holds the Salesforce Certified Administrator credentials.
Dedicated to the Details
We are highly experienced in organizing, cleaning/standardizing, de-duping, and analyzing data - both inside Salesforce or outside of Salesforce.
Passionate
At Dialed In Data, we consider ourselves members of your team. Your problems are our problems, and we love solving problems. Salesforce is a platform with limitless possibilities to support your staff and programs, and it delights us to make those possibilities your reality!
Nonprofit-Minded
With over 15 years of experience working with nonprofit organizations in a variety of different capacities (staff, Board, volunteer), we are familiar with the nuances and characteristics of the nonprofit world, as well as with the issues many smaller nonprofit organizations face.
We get along well with technology, and can use the tools available today to help your organization operate more efficiently with minimal staff time required.
Our Customers
Organizations we have had the great fortune of working with include:
Customer Testimonials
“Dialed In Data is exactly the support that helps us thrive at Hilltop Artists. Jillian is somehow creative, innovative, and practical all at once. She takes on challenges and needs big and small, and solves them with care, speed, and expertise. I can’t imagine working with anyone else for our data needs.”
-Katy Evans, Deputy Director, Hilltop Artists
“Not only has Jillian has been instrumental in getting our Salesforce in better shape, she has helped us to expand its use into our other programs. We appreciate her helpful tips, customizations, and patience with all levels of users, streamlining tasks that once were bogged down in many spreadsheets.”
-Kerri Keeler, Development Manager, Mill City Grows
“Jillian has done transformative work on our Salesforce infrastructure! We now have actionable data right at our fingertips, thanks to her expertise and thoughtful implementation. I highly recommend Jillian!”
-Natalie Pond, Donor Engagement Coordinator, The Mockingbird Society
“Dialed in Data has really helped us get our Salesforce instance in order. Thanks to Jillian, we are also utilizing automation and other tools that save time. Which is a really valuable in an organization as small as ours. Jillian is responsive, professional, and goes out of her way to ensure we know how to make the most of Salesforce.”
-Rebecca Rossi, Director of Development, Rainbow Center
Salesforce Administration Services
Often, an organization doesn't have the capacity to dedicate the time necessary to Salesforce administration. It may be on a job description, but it can quickly fall to the end, or off, of their to-do list.
To fill this gap, we provide different tiers of Salesforce Administration services on an ongoing basis. Not only does this ensure continuity when there are changes in staff, but it allows you to feel confident your Salesforce instance is receiving the care and attention it needs.
What is all this Salesforce administration, you ask? Think of Salesforce as a car, and administration as everything to keep the car running well - checking/changing the oil, checking the belts, rotating tires, washing, etc.
Following are our monthly administration service levels and prices. We have set these prices with the small nonprofit budget in mind. With any of these levels of service - you can choose how hands on (or hands off) you'd like to be. We can teach you how to do things on your own, or you can lean on us for your Salesforce administration needs.
LOTS OF SUPPORT
Recommended for organizations with a highly-customized Salesforce org and/or no internal Salesforce administrator
$ 325 / mo
Billed monthly
4 hours per month of support & services
Discounted rate of $65/hour on all additional services
Support provided via email, phone, text, meetings
Responses provided in 1-3 business days
6-month agreement includes:
- Providing advice & answers to user questions
- Troubleshooting issues & errors
- Training end users
- Adding/updating fields & formulas
- Implementing basic system updates & upgrades
- Managing user accounts & security
- Creating/monitoring reports, dashboards, & automation
- Recommending solutions to improve user experience and efficiency
- Monthly updates including completed work, helpful tips, and information on upcoming Salesforce releases
- Access to monthly Q&A sessions
- Recommending/implementing solutions to add new functionality in Salesforce and/or integration with external systems
- Monitoring data cleanliness
- Regular system health checks
- Monthly data backup
SOME SUPPORT
Recommended for organizations with a staff person whose job is dedicated at least in part to Salesforce administration
$ 175 / mo
Billed monthly
2 hours per month of support & services
Discounted rate of $75/hour on all additional services
Support provided via email, phone, text, meetings
Responses provided in 1-3 business days
6-month agreement includes:
- Providing advice & answers to user questions
- Troubleshooting issues & errors
- Training end users
- Adding/updating fields & formulas
- Implementing basic system updates & upgrades
- Managing user accounts & security
- Creating reports, dashboards, & automation
- Recommending solutions to improve user experience and efficiency
- Monthly updates including completed work, helpful tips, and information on upcoming Salesforce releases
- Access to monthly Q&A sessions
ADD-ONS
Automatic address verification for US addresses. Organizations using the Nonprofit Success Pack and the Household Account Model can get access to automated address verification, which cleans/formats the address, for an additional $15 per month (limit of 1,000 verifications/month).
Returned mail, donations, address updates, attendance records, the list goes on. We can help with adding that information you’ve had trouble finding time to add to Salesforce.
Data Entry is available to Salesforce Administration customers for $30 per hour.
Dealing with a pile of duplicate records, or a lot of dirty data? We can clean that up for you – merging duplicates and improving the quality of your Salesforce org with clean, correct information.
Data Cleanup is available to Salesforce Administration customers for $35 per hour. This can be applied as needed, or you can specify a specific number of data cleanup hours per month or over the term of the agreement.
Salesforce Coaching & Training
For those organizations in the exciting position of having someone with time to dedicate to Salesforce administration, we provide coaching and training services.
This can be helpful for a new admin or accidental admin, as well as for an existing/established admin who wants to learn new skills to extend Salesforce for the organization further.
Training/coaching is purchased in blocks of time, which may be used in as few or as many sessions as you want. Sessions may be provided to an individual or a group, and may be recorded for future reference.
Salesforce also offers a myriad of training options, including a significant discount for nonprofit organizations. Click to learn more.
SALESFORCE COACHING & TRAINING (NONPROFIT PRICE)
$ 375 for 4 hours
$75 for each additional hour
For closed-ended projects, like a Salesforce implementation, our rate is $125 per hour, with a minimum of 6 hours. (This doesn't apply to our Salesforce Administration customers.) We are happy to offer discounts to nonprofit organizations.
Get in touch.
Please contact us using the form below.