Do you only work with healthcare associations?

No. The pattern — members, dues, renewals, events, a board that wants reports — repeats across associations and non-profits of every kind. NPSP covers more of it than most teams expect.

Can members pay dues by card in Canada?

Yes. We wire Moneris or Stripe directly into join and renewal flows, so the charge, the receipt, and the member status update happen in one step.

Our org is a mess. Rebuild or repair?

Usually repair. A rescue starts with an org audit — unused fields, broken automations, duplicate records — and a fix plan in priority order. Rebuilds are for orgs where the data model fights the mission.

Do you hand over admin or stay on?

Your call. Everything is documented for an internal admin, and some clients keep us on monthly management from $850/month for journeys, reports, and changes.

How long does a Salesforce implementation take?

Honest answer: it depends on data quality and how many systems we're connecting, so we won't quote a timeline before discovery. What we commit to: phased delivery with something usable early, a fixed quote per phase, and no big-bang go-live.

salesforce · salesforce partner

Salesforce delivery with durable adoption.

Sales Cloud, Marketing Cloud, and NPSP — implemented by a Salesforce Partner that also builds the portals and payment rails around them. Associations are a specialty.

book discovery review case notes

salesforce program boardadoption tracking active

Salesforce platform map: Sales Cloud, Marketing Cloud, and NPSP with member, donor, and partner journeys

capabilities

What we build on Salesforce.

Sales Cloud

Pipeline stages, opportunity flows, validation rules, and forecasts your reps will actually maintain. Configured for the way your team sells, then stripped of everything they'd ignore.

Marketing Cloud

Journey Builder flows, email templates, segmentation, and the data extensions underneath — fed by real transaction data, not a stale CSV import.

NPSP for associations & non-profits

Membership joins, renewals, and rejoins on the Nonprofit Success Pack, with dues and event registration on the same rails instead of three side systems.

Member portals

Experience Cloud portals for self-serve joins, renewals, event sign-up, and profile updates — one login instead of the portal sprawl members complain about.

Payments

Moneris and Stripe wired into join and renewal flows, so payment, receipt, and member status update in one step — and finance reconciles one ledger.

Commerce & data wiring

Shopify orders and customers flowing into Salesforce, lifecycle signals flowing back to marketing — with retries and alerts, not fire-and-forget webhooks.

case study · 2025

Chiropractic Association of Canada

Three portals became one.

The association served 7,200+ members across three separate portals — three logins, three data sets, three renewal paths. We unified join, renew, and rejoin on NPSP, brought dues and event registration onto the same platform, wired Moneris for payments, and rebuilt member communications as Marketing Cloud journeys. Member learning runs on Thinkific, integrated across WordPress and Salesforce.

7,200+ members

3 portals unified into one

join / renew / rejoin on NPSP

dues + events on the same rails

Marketing Cloud journeys

WordPress ↔ Thinkific ↔ Salesforce learning

Moneris payments · shipped 2025

delivery sequence

Practical delivery from design through post-launch stabilization.

stakeholder alignment

Who owns the member record, who owns the money, and what done means — agreed before configuration starts.

data and process design

Object model, lifecycle stages, and migration mapping from wherever the data lives today. Often three systems and a spreadsheet.

phased implementation

Core objects and flows first, portals and journeys after — each release used by real staff before the next begins.

enablement and stabilization

Admin handoff, documentation, journey tuning, and support through your first renewal cycle.

engagement

Free consultation, fixed quotes, no lock-in.

Free consultation

We review your org — or your plans for one — and tell you what we'd do first. No charge.

Fixed-quote projects

Implementations, portal builds, and rescues quoted up front. Scope changes are priced, not absorbed into surprise invoices.

Ongoing management from $850/month

Journeys, reports, admin changes, and user questions handled monthly. No long-term contract — cancel anytime.

see managed support

faq

Asked before every Salesforce project.

No. The pattern — members, dues, renewals, events, a board that wants reports — repeats across associations and non-profits of every kind. NPSP covers more of it than most teams expect.

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