Services

Custom Modules and Functionality

Most organizations need more than the standard Salesforce objects and functionality. We can help you find and implement the right option on the AppExchange, or build something just for you from the ground up, to provide the tools you need for your process.

Salesforce Implementation

Whether you’re just starting out, trying to upgrade to the cloud, or moving a mountain of data from another CRM, take/give can help you get the most out of Salesforce.

Generate more leads. Find more donors. Measure engagement. With the power of Salesforce you can maximize your success.

Data Cleansing and Maintenance

Making the best decisions for your business requires confidence in your data. Keeping your house in order requires constant attention. We can help you by putting common sense methods and practices in place to keep your information accurate by highlighting errors, removing duplicates, and pointing out areas of concern.

Customer Testimonials

Luciano took our CRM from implementation to usability with ease. Now that our data is synced, up-to-date, and clean, we can rely on our Salesforce reports to help guide our communications, fundraising, and engagement strategies. Our small nonprofit team now runs like a multi-department, resource-abundant organization. Luciano embodies our mission to invest in human connection by making it easier for us to see how our members are connected. He always makes himself available, is a patient and knowledgeable teacher, and knows all the tips and tricks to help us work smarter, not harder.

Julie Cohen

Communications and Engagement Director

Luciano took PFund Foundation out of 2008 with Lightning speed! With his knowledge and expertise of nonprofit software he created a customized solution for us through Salesforce. His step-by-step approach made our database migration a seamless transition. It feels great to be on a modern, cloud-based platform with all the tools we need right at our fingertips. Take/Give Consulting is nimble and creative to meet the needs of today’s cutting edge nonprofits.

Tom Vance

Development Manager