Continuous collaboration, rapid results.
Whether you want to improve your fundraising, enhance operational efficiency, or strengthen community engagement, our dedicated team of nonprofit experts is committed to helping you unlock the full potential of Salesforce's powerful and flexible platform to deliver radically better impact.
Expert Advisory for seamless and successful integration.
Agile Implementation for rapid deployment and faster time to value.
Managed Services for skilled and proactive continuous support.
Committed to 700+ Clients
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Client Story
Case Study: William Penn Foundation Re-Launches Salesforce Without foundationConnect Package
By Samantha Shain, Data Solutions Manager, William Penn Foundation Introducing The William Penn Foundation Founded in 1945 by Otto and Phoebe Haas, the William Penn Foundation funds nonprofits in the Philadelphia area...
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Whole Agency Solutions
Our goal is to transform your organization’s relationship with data, whether you are just getting started building a technology strategy, need to plan a specific system, or are ready to implement and support systems.
Fundraising and Engagement
Relationship Management
Grants and Program Management
Case Management
Outcomes and Impact
Strategic Planning
Data Integration
Customer Support
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Exponent Case Management
Built on Salesforce, ECM directly connects your program data to performance reporting.
Ideal for case workers, program managers, and agency leaders, the application is a fully-featured, customizable solution with intake, assessment, service tracking, case records, outcomes reporting, referral tracking, and more.
“ECM helps us capture, analyze, and act on empirical data. The data informs the way that we provide excellent services and helps to secure resources to further our mission.”
