Salesforce services for mission‑driven, corporate and public‑sector teams
Versed Global designs, integrates, implements and manages Salesforce-based CRM systems for charities, corporates and public‑sector bodies. The focus is on clean architecture, practical automation and reporting that supports fundraising, stakeholder management and service delivery – not just a technically impressive system.
Core Salesforce service areas
Discovery & solution design
Structured discovery to understand your programmes, fundraising, reporting and governance requirements. This includes mapping existing processes, clarifying user journeys and translating them into a Salesforce design that supports your strategy rather than forcing you to work around the system.
Salesforce build & configuration
Configuration of Salesforce (including Nonprofit Success Pack where appropriate) to match your data model and workflows: custom objects and fields, record types, page layouts, validation rules, security and sharing, profiles and permission sets – aligned with best practice for charities, corporates and public‑sector institutions.
Automation & workflow
Design and implementation of Flows and other automation to reduce manual admin: automated tasks and reminders, email notifications, approvals, service pipelines, grant cycles and stewardship workflows that keep work moving without over‑complicating the build.
Data, reporting and ongoing improvement
Data migration & quality
Support with cleaning and migrating data from spreadsheets or legacy systems into Salesforce, designing imports that preserve history while improving quality. This includes clear templates, deduplication rules and practical guidance so your team can maintain good data habits long‑term.
Reporting & dashboards
Tailored reports and dashboards for leadership, fundraising, service teams and boards: income by source, pipeline health, service volumes, outcomes and funder‑specific metrics that matter to trustees, senior management and grant‑makers.
Support & optimisation
Light‑touch, ongoing support and iterative improvements so your CRM evolves with your organisation. This can include small enhancements, new automations, reporting tweaks and periodic reviews to ensure your Salesforce investment continues to deliver value.
Built for your context
Charities & social enterprises
Systems configured to support service delivery, volunteer management, grant reporting, trust and foundation funding, individual giving and major donor work – with governance and safeguarding considerations built in from the start.
Corporate organisations & CSR teams
Salesforce builds for stakeholder management, CSR and ESG programmes, partnerships and employee engagement, with reporting that supports internal governance and external impact communication.
Public‑sector programmes
Secure, structured Salesforce environments for managing programmes, grants and citizen or stakeholder engagement, aligned with public‑sector expectations around data management and accountability.
Approach to Salesforce projects
Versed Global works in partnership with your team, combining consultancy and hands‑on build. The aim is not to drop in a complex system and leave, but to embed something your staff can understand, own and develop.
Collaborative design
Workshops and regular check‑ins with key users to validate the design and test assumptions before major build decisions are made, ensuring alignment with your fundraising and programme needs.
Transparent delivery
Clear documentation, configuration logs and admin‑friendly naming conventions so your internal team can understand what has been built and why decisions were made.
Skills transfer
Training and handover designed to grow your internal capacity – from “super user” training through to admin‑level guidance – so you are not dependent on external support for basic changes.
Discuss your Salesforce plans
Whether you are starting from spreadsheets, re‑platforming from another CRM, or need to rescue an existing Salesforce implementation, Versed Global can help you create a system that genuinely supports your work and funding model.
Book a free initial conversation