Developed an app for WE's nonprofit arm that enables clients to find prospects, gather information about them, and pull that data into Salesforce for detailed analysis.
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With over 10 years of experience, Aptaria understands the processes and relationships managed by nonprofits.
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.
Track grant applications and funds.
Support your outreach efforts and engage your web and mobile audience.
As a Salesforce Nonprofit Cloud partner, we specialize in tailoring Salesforce’s flexible platform to meet different organizations’ needs.
Who We Have Partnered With
A Sales Cloud solution devised by Aptaria captured complex relationships between unions and contractors for Electrical Alliance and simplified their grants and donations system.
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.
Assisting DMEC implement Fonteva DonorNation on Salesforce.com. tailoring the solution to meet their unique business processes. Building reports and dashboards to help leadership manage the organization.
Working with EFA to cleanse and load 30 years worth of donation and transaction history (~40GB) from iMIS to Fonteva DonorNation on Salesforce.com.
Helping NCQA consolidate a variety of mission-critical apps onto the Salesforce.com platform — including a Service Cloud app, a public Knowledge Base app, and an app for clients to share comments with NCQA management.
Established Salesforce.com CRM to facilitate Donor Management and secure sensitive contact information for public figures. Replaced legacy Financial/ERP system with a cloud-based solution and integrated with Salesforce and enterprise apps.
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.
Aptaria provided a Salesforce.com Sales Cloud tune-up and ongoing administrative services to allow AFP to engage more deeply with its constituents.
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.
Aptaria provided a Salesforce.com Sales Cloud Startup and ongoing administrative services to allow Libre to engage more deeply with its constituents.
Deployed Salesforce.com and the Nonprofit Starter Pack to help this nonprofit keep track of relationships, automate their home maintenance projects, and schedule volunteers.
Aptaria is helping with the Fonteva MemberNation implementation and a variety of Salesforce.com Sales Cloud and Service Cloud tailorizations.
Aptaria is working with the Center to implement Salesforce for sales, service and marketing initiatives to better engage with members to achieve their mission.
Aptaria integrated a custom community for CVA, allowing veterans simple ways to join, sign up for events, and make donations.
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Aptaria replaced all of this nonprofit’s back-end and front-end IT systems with an entirely Salesforce.com solution.
A Salesforce tune-up, including reorganized and updated analytics, enabled this online education nonprofit to manage its internal operations more smoothly.
To support ClearPath’s advocacy for clean energy legislation, we strengthened the organization’s Salesforce system for tracking and engaging contacts on Capitol Hill.
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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.
Aptaria is working with NIAF to extend their Salesforce organization for efficiency and usability, allowing staff to serve their membership more effectively while increasing membership and donations.
Aptaria completed a Salesforce Sales Cloud Startup with Nonprofit Starter Pack to help the World Cocoa Foundation track memberships and relationships.
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.
Deployed Salesforce.com and the Nonprofit Starter Pack to help this nonprofit keep track of relationships, automate their home maintenance projects, and schedule volunteers.
We customized Salesforce Marketing Cloud and Service Cloud to improve American Psychiatric Association's workflow and member experience.
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A tailor CRM solution, designed by Aptaria, enabled SVA to manage its many national chapters and organize educational opportunities for local veterans.
Featured Case Study
American Psychiatric Association (APA)
APA Improves Its Workflow and Member Experience with Salesforce Marketing Cloud and Service Cloud
Aptaria customized and enhanced a Salesforce-based system for the American Psychiatric Association (APA). Now staff can save time and access…
Insights
Testimonials
"It would be difficult to find an implementation partner that would be more flexible or more committed day to day than Aptaria."
Ryan Vanderbilt
Director, Integrated Marketing, American Psychiatric Association
“Aptaria developed our Salesforce solution that replaces our legacy CRM and allows us to foster community among our members and empowers them to collaborate on projects and initiatives together.”
Jack Monte
Director of Finance and Administration, Consortium for Energy Efficiency
"Our partnership with Aptaria has been incredibly rewarding, thanks to their role in enhancing, administrating, and operating our Salesforce CRM. Their Salesforce expertise has helped streamline processes, improve data management, and meet NIAF’s overall goals."
Jerry Jones
Chief Adminstrative Officer, National Italian American Foundation (NIAF)
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