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Salesforce for Nonprofits and Associations

Achieve your mission with members and donors through the Cloud.

The Cloud can enable your organization to achieve its mission more cost-effectively and efficiently

With over 10 years of experience, Aptaria understands the processes and relationships managed by nonprofits and associations. Our team can customize Salesforce to:

  • Let you oversee all of your programs and day-to-day operations within a single system.
  • Help your staff capture data, save time, and reduce error.
  • Improve reporting, demonstrate your impact, and provide strategic insights.
  • Strengthen your connections with members, donors, and volunteers.
  • Track grant applications and funds.
  • Support your outreach efforts and engage your web and mobile audience.

As a Nonprofit Success Pack (NPSP) Partner, we specialize in tailoring Saleforce’s flexible starter platform to meet different organizations’ needs.

Impact Partner Salesforce Foundation

As a certified partner, we have experience helping nonprofits to serve their communities better.

Salesforce for Associations

Tired of an inefficient legacy system? Learn about the benefits of an AMS built on Salesforce.

Who we have helped:

Consortium for Energy Efficiency

Aptaria is helping the Consortium for Energy Efficiency replace its legacy Association Management System and member portal with a Salesforce-based AMS and a tailored Member Community. The solution allows members of their committees, initiatives, and sponsored projects to collaborate virtually to advance industry goals.

Medicaid Health Plans of America (MHPA)

Aptaria built an association management system with automated annual multi-tier membership processing and committee support. A community portal enables members to collaborate with MHPA staff. CVent integration helps with event management.

Democracy Fund

Aptaria implemented Sales Cloud to securely manage all of Democracy Fund’s contacts. We will also integrate a FLUXX grants management solution and tailor the system to comply with EU GDPR regulations. The system can “forget” individuals to meet strict data retention policies.


To support ClearPath’s advocacy for clean energy legislation, we strengthened the organization’s Salesforce system for tracking and engaging contacts on Capitol Hill.

American Psychiatric Association

We customized Salesforce Marketing Cloud and Service Cloud to improve American Psychiatric Association's workflow and member experience.

Read the APA case study >


A Salesforce tune-up, including reorganized and updated analytics, enabled this online education nonprofit to manage its internal operations more smoothly.

Maryland Coalition of Families

Aptaria is employing Salesforce’s Nonprofit Success Pack to help MCF with case tracking and donation management.

Society of Wine Educators

Aptaria replaced all of this nonprofit's back-end and front-end IT systems with an entirely solution.

Read our interview with SWE's Ben Coffelt >

Concerned Veterans for America

Aptaria integrated a custom community for CVA, allowing veterans simple ways to join, sign up for events and make donations.

Read the CVA case study >

Center for Workplace Mental Health – American Psychiatric Association

Aptaria is working with the Center to implement Salesforce for sales, service and marketing initiatives to better engage with members to achieve their mission.

Rosslyn BID

Developing a Salesforce-powered CRM that provides BID staff with the simpler workflow and clean user experience they need.

Read the Rosslyn BID case study >

National Association of Corporate Directors

Aptaria is helping with the Fonteva MemberNation implementation and a variety of Sales Cloud and Service Cloud customizations.

Student Veterans of America

A custom CRM solution, designed by Aptaria, enabled SVA to manage its many national chapters and organize educational opportunities for local veterans.

Rebuilding Together Montgomery County, MD

Deployed and the Nonprofit Starter Pack to help this nonprofit keep track of relationships, automate their home maintenance projects and schedule volunteers.

World Cocoa Foundation

Aptaria completed a Salesforce Sales Cloud Startup with Nonprofit Starter Pack to help the World Cocoa Foundation track memberships and relationships.

Libre Initiative

Aptaria provided a Sales Cloud Startup and ongoing administrative services to allow Libre to engage more deeply with its constituents.

Rebuilding Together Alexandria, VA

Deployed and the Nonprofit Starter Pack to help this nonprofit keep track of relationships, automate their home maintenance projects and schedule volunteers.

Workers Compensation Research Institute

WCRI keeps track of members and their dues using Aptaria’s complete CRM solution. Our community portal lets WCRI members access proprietary data and documents.

Americans for Prosperity

WAptaria provided a Sales Cloud tune-up and ongoing administrative services to allow AFP to engage more deeply with its constituents.

Securing America's Future Energy

To make SAFE’s grants and donations management processes more efficient, Aptaria built a Sales Cloud solution that also provided visibility into their business pipeline.

Atlantic Council

Established CRM to facilitate Donor Management and secure sensitive contact information for public figures. Replaced legacy Financial/ERP system with cloud-based solution and integrated with Salesforce and enterprise apps.


Helping NCQA consolidate a variety of mission-critical apps onto the platform — including a Service Cloud app, a public Knowledge Base app, and an app for clients to share comments with NCQA management.

Epilepsy Foundation

Working with EFA to cleanse and load 30 years worth of donation and transaction history (~40GB) from iMIS to Fonteva DonorNation on

Disability Management Employer Coalition

Assisting DMEC implement Fonteva DonorNation on Customizing the solution to meet their unique business processes. Building reports and dashboards to help leadership manage the organization.

The National Society of Collegiate Scholars

Aptaria is reworking NSCS's Salesforce-powered infrastructure to increase efficiency and reliability, and to improve the experience of college scholars as they interact with NSCS.

Electrical Alliance

A Sales Cloud solution devised by Aptaria captured complex relationships between unions and contractors for Electrical Alliance and simplified their grants and donations system.


"It was Aptaria’s knowledge of Salesforce, the sales process, and the Salesforce development architecture that was the most useful to us."
Jeff Fissel, VP Solutions & Co-Founder, KZO Innovations
Read the story