Cloud Nexus
Nonprofit Success Pack Specialist

Deep NPSP Expertise for Thriving Nonprofits

We've spent years mastering Salesforce's Nonprofit Success Pack—building sophisticated donor management systems, streamlining grant operations, and helping nonprofits scale their impact without scaling complexity.

What NPSP Is (And What It Isn't)

Clear definitions to cut through Salesforce marketing noise

NPSP = Nonprofit Data Model

NPSP (Nonprofit Success Pack) is a free managed package installed from the AppExchange that configures Salesforce for nonprofit fundraising and constituent management using standard Salesforce objects (Accounts, Contacts, Opportunities, Campaigns) plus nonprofit-specific components and automation.

It's a nonprofit data model + fundraising toolkit that sits on top of standard Salesforce—not a separate edition.

NPSP vs Nonprofit Cloud

NPSP = the long-running managed package for fundraising

Nonprofit Cloud = Salesforce's newer industry solution with packaged apps for fundraising, program management, grantmaking, etc.

Salesforce steers new builds toward Nonprofit Cloud while continuing to support NPSP in the ecosystem.

How NPSP Works (The Mental Model)

Constituents

Accounts + Contacts configured for nonprofit-friendly constituent modeling (households, organizations, relationships, affiliations)

Fundraising

Opportunities represent donations/gifts with multiple donation-oriented record types tailored to your fundraising processes

Campaigns

Campaigns track fundraising efforts and attribution (appeals, events, acquisition initiatives, major gifts)

Giving Patterns

Recurring donations, matching gifts, tributes, household rollups, and giving history patterns built in

The Full NPSP Feature Stack

What you typically get 'in the box' with NPSP

Fundraising & Revenue Management

  • ✓ Donation tracking on Opportunities
  • ✓ Recurring donations and gift types
  • ✓ Campaign attribution (appeals/events)
  • ✓ Household and individual giving rollups
  • ✓ Giving history and trend analysis

Constituent Relationship Management

  • ✓ Nonprofit-optimized profiles
  • ✓ Relationship and affiliation tracking
  • ✓ Engagement activity consolidation
  • ✓ Interaction history (emails, tasks, calls)
  • ✓ Document and note management

Data Quality & Admin Controls

  • ✓ NPSP settings/configuration layer
  • ✓ Behavior toggles and defaults
  • ✓ Nonprofit-friendly page layouts
  • ✓ Guided data entry patterns
  • ✓ Deduplication tools

Reporting & Analytics

  • ✓ Fundraising dashboards
  • ✓ Year-over-year giving analysis
  • ✓ LYBUNT/SYBUNT-style reporting
  • ✓ Donor journey tracking
  • ✓ KPI dashboards (board-ready)

NPSP Capabilities We Master

Comprehensive solutions across the full NPSP ecosystem

Account-Based Relationships

Model household and organizational relationships with precision, capturing multi-contact giving patterns and family dynamics.

Donor Engagement Automation

Automated workflows for stewardship, gift acknowledgment, and donor lifecycle management to strengthen long-term relationships.

Grant & Opportunity Management

Sophisticated grant tracking, compliance workflows, and opportunity pipelines for foundation and government funding.

Custom Reporting & Dashboards

Real-time dashboards for fundraising performance, program impact, and board-level decision-making.

Data Hygiene & Governance

Processes and validation rules to maintain data integrity and prevent duplicate records and bad data.

Integration with Finance Systems

Seamless connections to QuickBooks, Xero, or custom accounting systems for closed-loop financial tracking.

Challenges We Solve

The gaps between out-of-the-box NPSP and real nonprofit complexity

Donor Duplication

Master data management, deduplication strategies, and prevention workflows to maintain a single source of truth for donor records.

Grant Compliance Complexity

Custom tracking for grant requirements, deliverables, and audit trails with automated compliance checklists.

Multi-Program Attribution

Advanced allocation rules to track donations and program participants across multiple initiatives accurately.

Volunteer & Participant Management

Extended NPSP configurations to track volunteer hours, skills, and program participation alongside donor data.

Board & Stakeholder Reporting

Executive dashboards that tell your story with metrics that matter—impact, reach, and financial health.

Staff Training & Adoption

Customized training programs ensuring your team can effectively use NPSP without constant consulting support.

Our NPSP Implementation Approach

1

Assessment

Deep dive into your current systems, data, and nonprofit processes

2

Architecture

Design clean NPSP schema aligned with your mission and workflow

3

Build

Implement automation, custom fields, and integrations for your specific needs

4

Data Migration

Clean and migrate legacy data with deduplication and validation

5

Launch & Support

Staff training, documentation, and ongoing optimization

Power of Us Program: How Nonprofits Get NPSP Free

The Big Lever

Salesforce Power of Us Program

  • ✓ 10 donated licenses
  • ✓ Deep discounts beyond that
  • ✓ NPSP itself is free (managed package)
  • ✓ You license the underlying Salesforce platform

How to Apply

Salesforce offers a portal-based application process. You'll typically need:

  • ✓ IRS 501(c)(3) determination letter
  • ✓ Tax documentation
  • ✓ Organizational profile
  • ✓ Nonprofit status verification

Trial Option

Salesforce offers trial orgs for nonprofits to evaluate Nonprofit Cloud. Trials are ideal for exploration but shouldn't be used as production systems.

Learn more about Power of Us →

NPSP vs Nonprofit Cloud: What Should You Choose?

A practical decision framework for today

You're on NPSP Today

Don't panic. Your mission: optimize, govern, and extend intentionally.

  • ✓ Consolidate your customizations
  • ✓ Fix data hygiene issues
  • ✓ Document your processes
  • ✓ Establish governance guardrails
  • ✓ Plan long-term (NPSP is stable and mature)

Starting from Scratch?

Evaluate Nonprofit Cloud seriously. It's likely the forward path for new builds.

  • ✓ Newer industry architecture
  • ✓ Aligned to Salesforce roadmap
  • ✓ Packaged solutions (grantmaking, programs)
  • ✓ Built-in integrations
  • ✓ BUT: plan for complexity and budget

Either Way, Get Crystal-Clear On Your Core Motions:

Fundraising: Donations, major gifts, grants, recurring revenue
Program Delivery: Cases, enrollments, outcomes, impact tracking
Marketing Journeys: Account Engagement, marketing campaigns, journeys
Data Governance: Duplicate management, households, attribution rules

Real Results

Testimonials

Trusted by Teams That Run on Salesforce

"Bob had a solid understanding of our business needs and was very responsive. Research was handled in a very timely manner."

Patrick W. Kearney
Client, Client Company

"Monthly billings could be finished in a day instead of taking as much as a week. A report that previously took 12 hours to print only took 90 minutes. Bob was available any time I called — I can recommend him wholeheartedly."

Donna Beard
Trust Account Reconciler, SoftPro

"Bob delivered a professional, timely service with a unique touch in personalizing our site. He has incredible integrity, vast knowledge, and true attention to detail. I highly recommend him."

Nancy Costello, Ph.D.
Manager, Strategic Writing, ICON plc

"His communications were excellent and he was able to suggest a solution for an associated situation we were struggling with. His availability and follow-up were perfect."

Carol Bennett
Business Systems Analyst Officer, Square 1 Bank

"He approached his work with integrity and enthusiasm. I had total confidence I could take any client he turned over to me and fulfill sales' commitments. I highly recommend him."

Cheryl Brennan
Customer Success & Revenue Leader, Flexi

"Bob has the reputation of being a hard working, results oriented professional with a great personality. I am confident he will be successful in handling any business challenge."

Ken Weiss
VP, Industrial Sector Southeast IMT, IBM

"Bob does a great job of understanding a prospect's requirements and presenting a solution. You can always feel comfortable that he is working hard to find and close the next deal."

Maureen Okerstrom
Accounting & Operational Solutions Consultant, Flexi

"Bob not only excelled technically, but also discussed all the business aspects. He is diligent, thorough, and puts in the effort to not only acquire clients, but help them feel comfortable they made the correct choice."

Jack Huisman
Director of Business Development, OmniComm

"While Account Executive at Flexi, Bob showed a great deal of initiative and follow-through. He always sought to improve on processes when needed. He proved to be a successful and professional individual."

Gianna Vivo
Director, Flexi

"During our time together in a Business Development Operations group Bob's subject matter expertise and willingness to help was a vital asset. His firm understanding and deployment of Share Point, both from a designer and a user standpoint, was an extreme advantage for our group in data management and record keeping."

Caleb Jones
Vendor & Relationship Management, inVentiv Health Clinical

"Bob's SharePoint knowledge is top notch, especially when our company was acquired by another company. He demonstrated a desire and determination to resolve access issues, work with each involved group to develop their SharePoint sites, and continue to look at ways to make working in the SharePoint environment as problem-free as possible."

Joyce Hancock
Business Information Expert, inVentiv Health Clinical

"During my time with Bob at inVentiv Health Clinical, I was able to rely on him for his expertise of SharePoint. He was constantly involved with all areas of our department and worked tirelessly to resolve any access issues. His thorough training of team members enabled us to work without difficulty in SharePoint, and he always was on the look out for ways to enrich our day to day experience working in the SharePoint environment as problem-free as possible."

Robin Patton
Salesforce Business Manager, QuidelOrtho

"I worked with Bob in the business development department of inVentiv Health Clinical. Bob's diligent work as SharePoint administrator, developer, and trouble-shooter was invaluable to my ability to efficiently perform in my role responding to RFIs. Bob helped develop and maintain the framework and content of our boilerplate text library and proposal repository. He worked hand-in-hand with our team to cater the library to our needs. Bob consistently sought feedback from our group on the usability of SharePoint and immediately responded to any subsequent requests or issues that our team had. Bob's knowledge of SharePoint as a business information tool, his work ethic, professionalism, and team player attitude all make him a top notch colleague and asset to any business development team. It has been an absolute pleasure working with him over the past several years and I would highly recommend him in the future."

Nikki Zehler
Senior RFI Manager, Syneos Health

"While working with Bob at inVentiv, he analyzed many processes and programs used within the group and developed paths to streamline processes; saving the entire group time and money! Bob is the ideal employee; hardworking, self motivated, problem solver. He requires little to no supervision and always gets the job done on time."

Carly Stavermann
Sr Director, Strategic Proposals, ICON plc

"I had the pleasure of working with Bob during our time together in Business Development at inVentiv. Bob has an advanced knowledge of Sharepoint that was vital to the daily operation of Business Development activities. Bob took the lead in cross training others on how to navigate through Sharepoint and made it a point to go out of his way to make sure we all understood the importance of the tool. His consistent support and availability helped me to successfully turn around client deliverables on time. Bob's innovation and positivity would be an asset to any organization."

Shannon Brim Teaford, MBA
Manager, Strategic Writing, ICON

"Bob was a valued member of the BD team. I found him to be always responsive and helpful in an extremely deadline-driven environment. His attention to detail was exemplary and he ran a 'tight ship' which was essential in his line of work. Alongside all his work-place skills, Bob's sense of humour shone through even via email. I shall miss our "Bob" from across the pond and wish him every success in future endeavours."

Jane Narewska
Senior Proposals Manager, Syneos Health

"Bob is a great colleague to work with. He is not only good at what he does, but he exudes the utmost in professionalism while doing so. His attention to detail is second to none, and anyone would benefit from having him on their team."

Neal Tuley, MBA
Director, Business Development, ICON

"Bob was always dependable to provide assistance in whatever I needed. He could be counted on to do his job without having to check-up to make sure it was done right, and was never afraid to ask questions just to be sure he got the job done right. I would recommend Bob to any team as he is a dedicated worker and a pleasure to interact with."

Kristen Henry
Director, Sponsor Contracts Management, Syneos Health

"It is with great pleasure that I compose this recommendation for Bob. I have known Bob since our legacy companies integrated under one umbrella a few years ago. As part of the business development group, our interaction was very frequent. After client deliverables were completed, Bob maintained the archival of all business development submissions. The team counted on this archived documents for reference and constant reuse. He was also responsible for the tracking of all financial data of submitted client deliverables. This in and of itself was a very important financial metric used by the executive of the company. With the expert use of Microsoft SharePoint and Salesforce, Bob has often helped the Business Development team navigate these systems. He used his some of his time in the midst of his daily roles and responsibilities to assist in the training of these systems. He offered tips and techniques which made our jobs a lot easier. His time and extra help was greatly appreciated and an asset to not just the business development team but to the company as a whole. Bob is a very meticulous worker and takes his duties seriously which emphasize his dependably. I strongly recommend Bob and am sure any potential employer will be more than satisfied with his performance."

Montisha Spriggs
Proposal & Budget Developer and Contract Negotiator,

"Bob has tremendous skill and knowledge as a Salesforce administrator. He has generously offered his time and talent to help our small nonprofit, Children's Flight of Hope, customize the SF nonprofit starter pack to be used in a multitude of ways from program management to donor and grant tracking. He has done so efficiently and effectively, helping not only to build the program, but to think creatively about solutions as issues arise. The system is more than we ever hoped it could be and will help take our organization to the next level, effectively allowing us to help more children in need."

Haley Transou Terry
Corporate Citizenship | Social Impact & Philanthropy, Children's Flight of Hope

"We hired Bob to assist with Children's Flight of Hope's migration to Salesforce and to build a highly complex custom application using SF. Not only has Bob delivered excellent work, he has helped us rethink our existing processes, resulting in improvements to the way we capture information. Bob is extremely easy to work with and uses a collaborative, teaching approach which will enable us to maintain the application when he is no longer available. I highly recommend Bob for anyone using Salesforce."

Staci Barfield
Senior Director of Consulting Excellence, Children's Flight of Hope

"I have had the pleasure of working with Bob for the last couple of years and would recommend him highly. His attitude to a client's well being is ingrained in all his interactions and he is a consummate professional both in his dealings with colleagues and clients. He is a joy to work with, not least due to his dependable nature and supportive team-player attitude. A pleasure to work with."

Fabien Du Fraisse
Vice President, Quanticate

"I have had the great opportunity to work with Bob in the same team for more than a year now - which I feel so lucky and grateful for - his true professionalism, support and holistic approach to situations make up to a great team working together. I find him to be very knowledgeable and always be prepared to go the extra mile in providing the service that internal (our team and the company) and external clients require. Even though we are in totally different time zones, he is always there for the team. He is always a great pleasure to work with!"

Ebru O'Keefe
Commercial Operations | Procurement & Vendor Management, Life Sciences

"Bob has tremendous skill and knowledge as a Salesforce administrator. He has generously offered his time and talent to help our small nonprofit, Children's Flight of Hope, customize the SF nonprofit starter pack to be used in a multitude of ways from program management to donor and grant tracking. He has done so efficiently and effectively, helping not only to build the program, but to think creatively about solutions as issues arise. The system is more than we ever hoped it could be and will help take our organization to the next level, effectively allowing us to help more children in need."

Haley Terry
CEO, Children's Flight of Hope

"We hired Bob to assist with Children's Flight of Hope's migration to Salesforce and to build a highly complex custom application using SF. Not only has Bob delivered excellent work, he has helped us rethink our existing processes, resulting in improvements to the way we capture information. Bob is extremely easy to work with and uses a collaborative, teaching approach which will enable us to maintain the application when he is no longer available. I highly recommend Bob for anyone using Salesforce."

Stacy Barfield
President and CEO, Children's Flight of Hope

"I have worked with Bob in 2-3 different companies for both optimization of Salesforce design and for closing down a CRM and moving the data into a new Salesforce instance/format. He and Pete have been stellar at every junction. They listen and truly work to understand my needs. They are knowledge, helpful, responsive and offer insight and solutions to my CRM challenges. I could go on and on but honestly, I turn to them with questions when I hit a CRM Admin/design brick wall whether it is Salesforce or another because of their customer support and responsiveness. Bob, thank you so very much for years of support. If I could give Cloud Nexus stars out of 5, I would."

Rebekah Clark
Director of Sales Operations, Enzene Biosciences

"Cloud Nexus has been nothing short of perfection. From Defining Requirements through Testing, this team has meticulously translated Operation Decisive Victory's needs and wants into a system that will continue our mission in serving our clients with ease and efficiency. As a young nonprofit organization, Salesforce was a dream that did not seem feasible or affordable. The team at Cloud Nexus has gone above and beyond to help us realize our dream by offering a solution that is unique to our mission. Cloud Nexus is both an affordable and exceptional choice for Salesforce consulting and implementation services. The team is well versed, experienced, and very responsive, with a clear ability to analyze requirements and personalize solution to complement customer needs. They have spent countless hours understanding ODV's current process and has designed a platform that is both user friendly and client centric. ODV is very proud of our partnership with Cloud Nexus. We share in the team's excitement of achieving a robust Salesforce platform that will modernize and improve how quickly and effectively veterans, first responders and their families are being helped nationwide. Thank you Team Cloud Nexus for your dedication and commitment to our mission!"

Dona Parameswar
, Operation Decisive Victory

"We inherited a Salesforce platform that needed to be retrofitted extensively to fit our new business model. Bob has been extremely helpful in guiding us through the essential steps. We greatly appreciate his expertise, responsiveness, and easy going style. He's a great partner to our company."

Kathryn McDermott
, FDH Infrastructure Services

"Bob and the Cloud Nexus team are incredibly helpful and knowledgeable with Salesforce development and implementation. His attention to detail and best practices approach to system wide security and functionality helped us to redesign Salesforce in preparation for an implementation of FinancialForce PSA and Accounting. Bob is great to work with, always positive and supportive, and willing to go the extra mile to deliver a quality solution."

Ben Kendall
, FDH Infrastructure Services, Inc.

"We are a non-profit serving the veteran and military community. When we started this process, I didn't know what I didn't know. Now I do. For the past 2 years, we've worked with "highly qualified Salesforce volunteers" who as it turns out, really were not. Bob and Pete have done an outstanding job of fixing our mess. While still in the process of accomplishing our goals, we are able to use the software. Their solutions are wonderful. The result is a fully automated and customized database that tracks our constituents, donors, volunteers, and packs in "family care management". They are patient, kind, professional and understanding. They listen to hear, not just to respond. Once we finish up the software configuration, we will tackle our website. Really looking forward to that. Overall - 5+ stars for this team!"

Lynn Marilla
, Eagle Rock Camps

"I have been working with Bob for YEARS now. He has set up 2 different websites for us and helped with countless updates and oddities that I couldn't understand. They are always helpful to this simple-minded, dual-business owner from translating emails for me from our Domain provider and guiding me to doing simple information updates on my own. Their professionalism in figuring out what works best for our needs, budget and growth has been indispensable."

Tracy Rhodes
, CAR AUDIO & Security

"Bob has been great to help our team streamline our workflows and optimize salesforce for our company. We have learned a ton from his knowledge."

Kay Bonavita
, HealthLink International

"Bob with Cloud Nexus is a LIFE SAVER. He has taught me and my colleagues' things about Salesforce that we never knew were possible. He is very responsive to emails and never backs down from any task we ask him to complete. Also offers ways to improve our current workflows within Salesforce to make our lives easier. Overall, extremely happy to be working with Cloud Nexus!"

Courtney King
, HealthLink International

"Cloud Nexus has been a tremendous help assisting us with our website and educating us on the possibilities of customizing Sales Force. They are responsive, knowledgeable, and professional. I would recommend this team to all my colleagues."

Karen Donoghue
, QITP

"I love working with this team! Experience, responsiveness and caring about our business puts them apart from the competition. I would absolutely recommend Cloud Nexus to my network."

Rick Hughes
President, The Medical Consultancy

"Cloud Nexus has been an integral part of our company's revamp of Salesforce. We began utilizing their services as a "fill-in" while we searched for a new SF administrator. During that time, they made significant upgrades and recommendations to our processes. Once the role was filled, we decided to keep them on as consultants to partner with us as we overhaul our entire platform. Every part of our organization has been thoroughly impressed with the upgrades and enhancements made. We can trust our data again!"

David Deriso
Global Sales & Operations Manager, Fujifilm Biotechnologies

"Cloud Nexus has been instrumental in the configuration of Salesforce. Their services have enabled our team to design, use and produce meaningful metrics. We have included plugins to Salesforce as well. Additionally, the advice offered is valuable and based on real world use. I have enjoyed the opportunity to work with Bob Rollar, Pete Oertel, and team."

Jessica Bliven
, CATO-SMS

"Cloud Nexus has helped with an implementation from a previous system, configured, trained, which included a plan, implementing reports, and all the items that we defined as important when we set out to do this. Their price was substantially less versus what consulting firms bid on the project. Timely, professional, knowledgeable, and responsive. A Class Act in the life sciences business world of consulting!"

Janice McCourt
VP of Business Development, CATO-SMS

"We'd been burned by two other Salesforce partners before Cloud Nexus. The difference was night and day — they actually listened, built for adoption, and continue to support us monthly."

[Client Name]
Executive Director, [Nonprofit Organization]

"The 90-minute audit alone surfaced $200K in process inefficiencies we didn't know existed. Implementation was seamless, and adoption was the highest we've ever seen on a tech rollout."

[Client Name]
COO, [Professional Services Firm]

"Cloud Nexus transformed our Salesforce org from a data dumping ground into the central nervous system of our business. Pipeline visibility went from guesswork to real-time accuracy."

[Client Name]
VP of Revenue Operations, [SaaS Company]
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Ready to Transform Your Nonprofit's Salesforce?

Let's talk about your NPSP vision and how we can help you scale impact without complexity.

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