Norm Copeland
Founder and lead consultant
Norm has worked with Salesforce since 2014, 12 years and counting, much of it from inside nonprofits themselves, so he knows what a busy development team really needs from it.
LinkedInSalesforce consulting for nonprofits
Salesforce that fits the way your mission works.
We are a small, senior team that sets up, builds and looks after Salesforce for charities and nonprofits. Plain advice, fair pricing, and a system your staff actually enjoy using.
What we do
-
Set up and migrate
New Salesforce orgs, help applying for Power of Us donated licences, clean data migrations, and moving from NPSP to Nonprofit Cloud without losing your history.
-
Build what's missing
Stripe online giving that lands in Salesforce on its own, plus Flows, custom components and integrations for programs, volunteers and the reports your board asks for.
-
Look after it
Ongoing admin support, training and health checks, so Salesforce keeps up as your organization grows.
-
Connect AI
Put Claude and other AI assistants to work on your Salesforce data through secure MCP integrations, with your team in control of what they can see and do.
Cross-border by default. We know the CRA's rules for official donation receipts and the IRS's for written donor acknowledgements, and set Salesforce up to issue the right one for every gift.
Who we work with
Charities, ministries, foundations and a few mission-minded businesses across Canada and the US.
The team
Shawn Hanson
Client communications and project manager
Shawn keeps every project on track and every client in the loop, from the first scoping call to launch day, so you always know what's happening and what comes next.
How it starts
- 01A 20-minute intro call to hear what you're trying to do.
- 02A short written proposal, hourly or fixed fee, whichever suits the work.
- 03We build and test in a sandbox first, then go live with training for your team.