Salesforce Solutions

We Maximize Value with the Leading CRM

Convene is your strategic partner and technical co-founder on the Salesforce platform. We leverage Salesforce to simplify operations, automate processes, and deliver real-time insights that drive revenue and improve decision-making. Guided by our Center of Excellence (CoE) governance model, we create solutions that achieve measurable results quickly while setting the foundation for long-term growth.

Nonprofit Salesforce Expertise

Purpose-built solutions for mission-driven impact.

Convene has deep experience helping teams at nonprofits use Salesforce to streamline fundraising, volunteer management, and program delivery, while providing actionable insights to advance their mission.

How We Help Nonprofits Succeed

Transform fundraising workflows

Centralize donor data, automate gift processing, and track engagement across every channel.

Strengthen program and impact reporting

Build dashboards and reports that provide clean, trustworthy insights for leadership, funders, and boards.

Improve team efficiency and collaboration

Streamline processes across development, marketing, programs, and finance to free up more time for mission-critical work.

Tailor Salesforce to your mission

We design configurations that reflect your organization’s unique goals and operational realities.

Sales Cloud Expertise

Building predictable revenue engines.

We help growth-oriented businesses transform Sales Cloud into a high-performing center that empowers sales teams to close deals faster while giving leadership full pipeline visibility.

Streamlined Lead & Opportunity Management: Design repeatable stages that move prospects through the funnel with zero friction.
Automated Sales Workflows: Reduce administrative overhead with automated follow-ups, approvals, and handoffs.
Advanced Forecasting: Gain real-time visibility into revenue projections and pipeline health.
Strategic Integrations: Connect Sales Cloud to your entire tech stack, from Marketing Cloud to external ERPs.
Sales Team Training & Enablement: Equip reps with knowledge, best practices, and ongoing support to maximize Salesforce value.

Partner with Convene to transform your Sales Cloud environment into a high-performing engine that drives predictable revenue and accelerates business growth.

Industry Expertise Where Convene Excels

Convene brings proven Salesforce delivery experience across industries, combining technical depth with real operational understanding.

Industries We Know Best

Insurance & Financial Services:

Sales and service processes, CTI-enabled contact centers, agency management, entitlements, and compliance-driven workflows.

Manufacturing & Energy:

Asset management, warranty workflows, partner portals, and complex LWC-driven user experiences.

Energy and manufacturing:

Partner/customer portals with LWC workflows, warranty/asset management, and third-party integrations (e.g., Google Location APIs).

Retail:

Customer engagement, service operations, integrations, and scalable data models.

Nonprofit:

Fundraising, program delivery, volunteer management, and mission-aligned reporting.

Nonprofit/career management:

Student-mentor portals, enrollment tracking, appointment scheduling, and tailored Experience Cloud solutions.

How Our
CoE Works

Convene’s CoE is a flexible delivery engine personalized for each team.

lobal delivery teams across the U.S., India, and Mexico
Flexible pricing: fixed-price, time-and-materials, or blended PODs
Scalable resourcing, including shadow resources and full POD delivery
Built-in resilience, availability, and cost optimization

The Convene Global CoE Model

Our global delivery model leverages elite technical talent across the U.S., India, and Mexico to provide a unique blend of cost efficiency, 24/7 availability, and continuous delivery.

Flexible Engagement

Our delivery approach is designed for flexibility, collaboration, and alignment with your strategic goals.

Embedded Governance

Very project follows a CoE approach that ensures strategy, quality delivery, innovation, and effective change management.

Future-Proofing

We go beyond go‑live to ensure release readiness, enable innovation, and maintain long-term system agility.

Core Salesforce Solutions We Deliver

Sales Cloud

Build predictable revenue engines with streamlined pipelines, automation, forecasting, and real-time insights.

Service Cloud

Design scalable service operations with omnichannel support, entitlement management, CTI integrations, and intelligent case routing.

Nonprofit Cloud

Purposeful Salesforce environments that support fundraising, programs, volunteers, and impact reporting, without unnecessary complexity.

MuleSoft

Enterprise integrations that unify Salesforce with ERPs, data warehouses, marketing platforms, and third-party systems, securely and at scale.

Marketing Cloud

Personalized, automated journeys powered by clean data, email and engagement automation, and easy Sales & Service Cloud integration.

Experience Cloud

Customer, partner, and community portals built for usability, branding alignment, and real-world workflows.

Built for Scale and Long-Term Impact

Convene helps organizations turn Salesforce into a strategic growth platform. Through a CoE model, we align business strategy, architecture, delivery, and adoption to ensure Salesforce investments deliver measurable, lasting value.

CoE Success Stories

Clearing Technical Debt to Drive Impact: Salesforce NPSP, automation, unified reporting → 40% less manual work, real-time insights, faster scaling.
One Warm Coat: Volunteer portal, automation, website revamp → 50% faster onboarding, 2x donations, 25% donor increase.

We partner with clients in diverse industries, including retail, insurance, financial services, manufacturing, healthcare, nonprofit, energy, hospitality, and emerging sectors.

Across the Salesforce ecosystem, we deliver enterprise-grade solutions with particular strength in Sales Cloud, Service Cloud, Nonprofit Cloud, MuleSoft, and Financial Services Cloud, supported by deep experience in Marketing Cloud, Experience Cloud, CPQ, and Tableau.