Trusted by 500+ Companies building and scaling revenue operations with Twopir Consulting
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Most nonprofits aren't limited by their mission — they're limited by the operational infrastructure underneath it. Donor data lives in three places. Fundraising is manual and hard to measure. Programs run on spreadsheets. Leadership can't get a reliable read on organizational performance. TwoPir builds Salesforce infrastructure that closes those gaps and gives your organization a cleaner foundation for sustained mission delivery.
The nonprofit sector is full of organizations doing important work inside systems that weren't built to support it at scale. These are the operational gaps we see in almost every engagement.
Donor history is split across spreadsheets, email threads, an aging database, and whatever your last platform exported. Your team spends more time reconciling data than building relationships.
Gift acknowledgments go out days late. Pledge reminders are a personal task. Major donor portfolios live in someone's notebook. Every campaign requires manual data pulls and cleanup before you can analyze performance.
Every board meeting becomes a week of data gathering. Finance and development use different numbers. Year-over-year giving trends require spreadsheet archaeology. Leadership is making strategic decisions on stale information.
Program staff track outcomes in separate tools. Grant reports don't connect to the funding source. There's no system linking donor intent to program performance — making it harder to tell the stories that drive major gifts.
Deadlines are tracked in personal calendars. Reporting requirements get handled under pressure. The organization can't get a clear picture of which funders to cultivate, which grants to pursue, or how current grants are performing.
Your donation platform, accounting software, email tool, and CRM all hold pieces of the same truth. Data moves by export, copy-paste, or not at all. Decisions get made from incomplete pictures, and staff burn time on reconciliation.
Volunteer coordination runs through email and scheduling apps. Beneficiary intake happens in forms that don't connect to anything. Engagement is tracked by whoever remembers to write it down — not by a system that makes it visible.
It was implemented a few years ago. Nobody is really sure what it does. Staff avoid it when possible. The data isn't trusted. Leadership doesn't pull reports from it. You have a license, but not a system.
The tools exist. Salesforce Nonprofit Cloud is built for exactly this kind of organization. The problem is almost never the platform — it's that the platform was implemented without a clear operating model behind it. Workflows don't reflect how development actually works. Automation runs on guesswork. Data isn't trusted. And because nobody designed the system around how the organization truly functions, it becomes shelfware inside eighteen months.
TwoPir approaches nonprofit Salesforce engagements as infrastructure design, not implementation projects. We start with your actual workflows — how gifts get processed, how donors get stewarded, how grants get tracked, how programs report outcomes, how leadership makes decisions. We design the system around that reality. Then we build, integrate, automate, and optimize until it holds up under real organizational pressure.
The result isn't a configured Salesforce org. It's a system your staff uses, your leadership trusts, and your mission depends on.
Every capability below is designed around nonprofit operational reality — not generic CRM configuration. We build systems that actually get used, trusted, and scaled.
A donor database is only as valuable as the model behind it. We design the data architecture, relationship hierarchy, constituent types, and engagement tracking that give your development team a complete, actionable picture of every donor.
Development teams need systems that work the way fundraising actually works. We configure gift entry, acknowledgment workflows, campaign tracking, and reporting so your team spends time on donors — not on data.
Grants have funder relationships, application pipelines, compliance requirements, and reporting deadlines. Programs have participants, outcomes, and budgets. We connect them in one system so nothing gets missed and every report is ready when you need it.
Strong stewardship is the difference between a one-time gift and a long-term relationship. We build the automation that keeps donors engaged, informed, and connected to mission impact — without requiring manual follow-up at every step.
Leaders should be able to open Salesforce and know where the organization stands. Not after a data pull, not after formatting in Excel — right now. We build the reports and dashboards that give Executive Directors, COOs, and boards the visibility they need to lead.
Your donation platform, accounting system, email tool, and event management software all hold pieces of organizational truth. We connect them to Salesforce so data flows automatically, your team has one view of reality, and manual reconciliation becomes a thing of the past.
Already on Salesforce but the system isn't performing? We audit what exists, identify what's broken, and redesign the infrastructure around how your organization actually operates. Most rescue engagements deliver more value than a new implementation would have.
Volunteers are mission-critical and frequently under-managed. Beneficiary intake and case tracking belong in the same system as donor and program data. We configure the operating model so your constituent relationships — across every segment — live in one place.
NPSP served its purpose. Nonprofit Cloud is the next architecture — with a more unified data model, stronger program management, and deeper platform integration. We manage the transition end-to-end: assessment, data migration, workflow redesign, and launch.
We start by understanding how your organization actually functions — not how it was supposed to work when the last system was implemented. Fundraising workflows, program operations, grant cycles, reporting needs, and staff pain points are all mapped before anything is built.
We design the data model, object architecture, and workflow structure before any configuration begins. This is the work most partners skip — and the reason most implementations underperform. The architecture determines everything else.
Configuration, automation, and integrations are built against the architecture — not improvised during implementation. Donation platforms, accounting tools, marketing systems, and payment processors are connected so data flows without manual intervention.
We run the system against real data before anyone goes live. Data migration is validated. Automation is tested in production-equivalent conditions. Staff training is built into the process, not added as an afterthought at the end.
A well-built system improves over time. Post-launch, we identify adoption gaps, optimize workflows as organizational needs evolve, and build new capabilities as the mission grows. The engagement doesn't end at go-live.
Nonprofits operate across a complex technology ecosystem. We integrate Salesforce with the platforms your team depends on so data flows automatically and every system stays in sync.
Stewardship That Actually Happens
Automated touchpoints, lapse alerts, and personalized acknowledgments mean donors hear from you at the right moments — not when someone remembers to send a note.
Fundraising Without the Data Entry
Gift processing, receipting, campaign tracking, and reporting run on automation — so development staff spend time on relationships, not reconciliation.
Leadership With Real-Time Data
Board reports, fundraising performance views, and program outcome dashboards are always current — because the system produces them automatically, not on request.
Compliance Without the Scramble
Grant deadlines, reporting requirements, and funder relationships are tracked in one place — so nothing slips through and every report tells a clear story of impact.
Development and Programs on the Same System
When fundraising and program data live in the same platform, every major gift conversation can connect donor intent to program evidence. That's the story that drives six-figure gifts.
Infrastructure That Grows With the Mission
Whether you're adding a new program, expanding to a new market, or growing your donor base by 3x, the system is architected to scale without a rebuild.
Before TwoPir, every board meeting started with a week of pulling data from four different systems and hoping the numbers reconciled. Now I open Salesforce the morning of the meeting and the report is already there. Our donor retention reporting used to be a quarterly estimate. Now I track it weekly and intervene before we lose anyone.
We had Salesforce. We had Raisely. They just didn't talk to each other. Our staff entered every donation manually, and our grant reports didn't match our Salesforce numbers. TwoPir built the integration properly, cleaned up three years of data, and redesigned the whole grant tracking process. We went from dreading board reporting to being confident in the numbers for the first time.
Most implementations are configured for how Salesforce is supposed to work. We design for how your development team, program staff, and operations actually function. That difference determines whether the system gets used or ignored.
Mission impact, operational efficiency, and resource constraints don't always move in the same direction. We understand how to architect systems that are sophisticated enough to serve complex needs and lean enough to stay sustainable for a team that doesn't have unlimited bandwidth.
Donor acquisition, stewardship, grants, programs, finance, and reporting are not separate projects. We design them as one connected system — so improvement in fundraising visibility doesn't create a new gap in program reporting.
Raisely integrations, NPSP to Nonprofit Cloud migrations, Classy connections, grant tracking architecture, volunteer management, and beneficiary data models — these are known territory. We don't learn them during your engagement.
The system you go live on should support your next three stages of organizational growth — not require a replacement project when the next program launches or the next major gift campaign begins. We design for where you're going, not just where you are today.
"The problem is rarely that a nonprofit lacks technology. The problem is that the systems underneath fundraising, stewardship, programs, and reporting were never designed to work together under real organizational pressure."
A practical breakdown of what changes, what to watch out for, and how to execute the transition without disrupting fundraising operations.
How to connect peer-to-peer and campaign fundraising data from Raisely to your Salesforce donor records — and what to do when the standard integration isn't enough.
How Nonprofit Cloud's unified data model changes the relationship between fundraising, programs, and organizational reporting — and what that means for how you operate.
TwoPir helps nonprofits build the operational infrastructure their missions deserve — with Salesforce at the center, properly architected, integrated, and designed to scale alongside the organization.
