Solutions with strategy

Helping nonprofits succeed using the Salesforce.com platform.
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BrightStep Partners

BrightStep Partners is a boutique strategy and implementation firm for nonprofit organizations considering, implementing and using the Salesforce.com platform. We specialize in delivering solutions for environmental, justice and advocacy organizations.

Trusted Experience

BrightStep Partners are highly-skilled and respected Salesforce.com consultants, technologists, and seasoned nonprofit sector veterans with a combined more than 30 years experience. Known for our deep Salesforce skills paired with transparent advice, BrightStep Partners have been trusted advisors to leading organizations and active participants in the community of nonprofits using Salesforce.com. BrightStep Partners is a Salesforce.Org registered partner and NTEN Member organization.

Salesforce Expertise

The BrightStep team will bring technical capabilities and best practice knowledge to your implementation from our depth of experience implementing the Salesforce.com platform and broad exposure to nonprofit operations. Thought partner and technical ally to inform and build your impact tracking strategy, donation and grant cultivation, membership management, and other programs - as well as educate you regarding pitfalls to avoid.

Holistic View

BrightStep Partners approaches every project with an eye toward your bigger aspirations, goals, and organizational capacity. We’ll help you understand Salesforce, and how it fits into a broader strategic and technological plan. We’ll advise you on the broader issues that might affect your project success (like multiple integrations, user adoption, executive sponsorship and unclear internal processes) and help you place those in a context that fits your future programmatic goals.

Over 20,000 nonprofits use Salesforce to manage their programs and constituents.

BrightStep Services

With BrightStep Partners, nonprofits get powerful insights and clear Salesforce solutions that are embraced internally and provide context as part of a broader vision for your organization.

Why to choose us

Our team implemented Salesforce for dozens of leading nonprofit organizations and has more than fifteen combined years experience on the platform. We’ll approach your project with thoughtfulness and urgency. We provide project management, application selection, data migration, Salesforce configuration, training, and third-party vendor selection and integration (such as a tool for mass emailing).

You will undoubtedly come to us with the pain of something that needs fixing, yesterday. As seasoned former nonprofit leaders, we hear you loud and clear! While we will always help you meet your immediate needs, BrightStep Partners also takes a unique approach: we build a component of strategy into every project so that you know not only what it will take to fix this issue, but you’ll leave with a roadmap for how this project fits into transforming your organization’s management of programs and constituents. We’ll identify any potential stumbling blocks, and make sure the solution lends itself to scalability with your broader organization and its goals.

Data Migration can be one of the most time-consuming parts of a project, for both client and consultant. We’ll do an initial review of your data before we kick off the project, and clarify roles for data cleansing. We will carefully migrate your data into Salesforce standard and custom objects and customize the platform for your organization’s unique needs.

Many tools that might have been included in your former software may need to be purchased separately if you’re using the Salesforce platform. In addition, the power of Salesforce lies in its independent "App Exchange" of thousands of add-on products that can be added as a layer on top of your Salesforce instance. We can help you evaluate advocacy apps, mass email vendors, donation and peer-to-peer fundraising tools, form and application products, events and discern pros and cons of each for your needs, and help you determine the right tools for the right jobs.

With a roadmap in hand, you’ll know the next steps for your organization’s communication, measurement and tracking needs. Our partnership doesn’t end when the project is complete - we will work to determine the support you need to ensure successful transitions for the new tool(s). BrightStep Partners helps you cultivate a staff person within your organization to maintain and customize your Salesforce instance. Then when you’re ready, we’ll partner with you to add the next layer of organizational efficiency and deeper cultivation (or we’ll empower you to do it yourself!).

Have you been using Salesforce for a while, and it’s become a convoluted mess? As it was put to us once, “Salesforce is the most complicated Rolodex our organization uses.” Are staff starting to track their own secret spreadsheets on the side? It’s time for a BrightCheck. We’ll evaluate your current instance, talk with your users and stakeholders, let you know what clean-up is required inside Salesforce, help you understand where you want to go with the platform and roadblocks in this path, and how it can again fit into your larger organizational goals.

We drive success by placing projects firmly in the context of broader organizational goals.

BrightStep Team

Megan

Megan Himan

Founder & Principal

Megan Himan has over fifteen years experience in the nonprofit sector and over ten years working on the force.com platform. She has a unique combination of deep technical skills paired with an ability to strategically convene groups, coach executives and leadership through transitions, and execute on project deliverables. Building on her nonprofit experience at Amnesty International and Human Rights Watch, Megan was Managing Director at the Oakland Business Development Corporation. She spent three years directing client services for a nonprofit-focused Salesforce firm before founding BrightStep Partners.

Megan is a certified Salesforce administrator, advanced administrator, and Sales Cloud Consultant. She graduated with honors from Stanford University. In August 2015 she was recognized by the Salesforce Foundation as a Community Hero for her contributions to the advancement of nonprofits using Salesforce.com.

"Megan approaches her work with creativity, patience and care, and is committed to understanding our business needs first, and then translating those into our systems."
TJ

TJ Warfield

Salesforce Technical Strategist

TJ joined BrightStep Partners after overseeing all of the internal technologies and databases for Save The Bay. TJ holds an M.S. in Computer Information Systems with more than 15 years of experience in Information Technologies, over 6 years working with Salesforce and over 25 years working with nonprofits. With a previous background in Marine Biology, TJ has served as a docent for Friends of the Elephant Seal and a volunteer researcher for both Bimini Biological Field Station and NOAA/Scripps. As a certified SCUBA diver since high school, TJ remains passionate about shark diving and is an avid hiker who is proud to call the Bay Area home.

"TJ understands what nonprofit organizations need from a CRM and the technical knowledge of Salesforce to make it happen."
Theresa

Theresa Hall

Salesforce Impact Consultant

Theresa Hall has deep skills in digital marketing and nonprofit community management that she applies to her work with all clients. She has three years of experience helping nonprofits maximize their systems through the use of Salesforce. Building on a digital marketing consulting role and international development fieldwork, Theresa most recently served as the Community Engagement Manager for the Full Circle Fund - a foundation and member-led capacity building initiative for nonprofits. She loves implementing and designing systems for scaling nonprofits and coaching leaders through the highs/lows that come with doing work you love.

Theresa graduated from the University of Notre Dame with a degree in Marketing and Spanish and completed her Masters in Social Entrepreneurship from Hult International Business School . In her free time, you can find her further north camping and enjoying the crazy terrain California has to offer. Theresa is a Certified Salesforce Administrator.

"Theresa took on an overwhelming, difficult, and technical project and provided a clear, logical path to its successful completion."

Our Clients

Gina Acebo

Akonadi Foundation

"Hired to conduct a diagnostic review, BrightStep helped us understand the big picture of where we wanted to go, and provided a detailed project plan to get there. They helped us understand what questions we needed to ask ourselves as a foundation, and how that translated into the database. Thanks to Megan and Tracy's strong technical skills combined with great communication and strategic insight, we feel equipped and confident to move forward in our Salesforce work. We'd highly recommend them.”

Josh Wait

CGBD

"BrightStep Partners has the kind of expertise that includes both a deep technical knowledge of how Salesforce works and a deep understanding of how businesses operate. BrightStep Partners provided timely responses, clear insight, and effective delivery all with a good sense of humor. Our project landed on time and on budget. I highly recommend BrightStep Partners."

Environmental

Advocacy

Justice

Our Partners

Vision

  • We help leading nonprofits work more effectively and strategically using the Salesforce.com platform.
  • We drive alignment and adoption using a project as a transformative moment to understand a nonprofit’s underlying needs and priorities, and collaboratively shape those into real solutions.
  • We advance success with a combination of strategic guidance and deep technical expertise, with an eye toward long-term sustainability.

Values

  • We value mindful implementation in an environment of mutual respect and kindness.
  • We believe that we can do better to serve nonprofits’ technological needs together.
  • We aspire to hold transparency, honesty, and collaboration in all our work.
  • We commit to providing thought leadership to your organization and nonprofits at large.
  • We foster and expect these same values in our employees, clients and communities.