Explore Our Discovery Services
Not ready for a project but need some nonprofit Salesforce advice from an expert? We offer short consulting engagements with members of our discovery team to weigh in on your blue-sky technology vision, discuss potential approaches for a specific project, think through opportunities for leveraging engagement, and more. This is a great way to dip your toes into working with Percolator for a very modest investment.
For an organization starting down the Salesforce path or planning a significant systems overhaul, where it's likely that work will need to be accomplished in phases, our roadmap product is a great solution. The process provides line of sight that extends 3-5 years, including budget ranges and timelines, from your current state to your desired state.
If you have a Salesforce instance but are looking to build out new features that require architectural planning, or if you're looking to launch a new Salesforce instance but don't need a full roadmap, we can work with your team to get your project shovel-ready. Deliverables include an implementation budget and timeline, as well as a detailed project plan that minimizes risk and helps ensure your project is successful.
If your Salesforce instance just needs modest improvements but no big new features, an audit or tune-up discovery is short and sweet and leads directly to fixes. Typical audits and tune-ups are one or two sprints of discovery followed by small implementation sprints. Scheduling annual audits and tune-ups in years when you're not doing major construction on your CRM helps ensure your code and customization stays fresh and there's no erosion of process efficiency for your staff.
Explore Our Implementation Services
The Implementation work we do for a Tune-Up is similar to a motor tune-up, with modest improvements that can go a long way to making your system work successfully for your team. We can add fields, build reports, provide data hygiene care, troubleshoot integrations, and much more.
We'll implement your project in sprints, using an Agile framework. Our process ensures you understand exactly how your system is put together, and that you have a voice in determining priorities throughout the project. You can experience the user interface and make changes as we build, test the integrations as they're being constructed, and see how your real data works in the system so that you know you're getting the right functionality and the right finished product.
Technical Support when you need it
For a select number of clients, Percolator offers monthly retainer services that are based on client needs and can be a combination of strategic and technical support. Tasks are determined on a monthly basis for launch support, ongoing improvement, and/or emerging issues.
A retainer contract ensures that you have strategic and technical help when you need it. It allows you to tackle your list of fixes and improvements at a pace that works for your budget and staff capacity, can help with staffing transition, and protects you from the risks of deferred maintenance.
Support contracts can be as short as three months and are month-to-month thereafter, so you can also hop on and off retainer depending on your needs.
For existing and past clients who are not on retainer but need emergency support, we provide hourly consulting.