WHAT WE OFFER
We know every organization is unique.
That is why we offer flexible solutions that scale with your needs, from getting started to sustaining long term impact.
Packages
Essentials Package
Best for small teams or those new to Salesforce.
Struggling to get started without the hassle? This package includes:
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We take time to understand your goals and challenges. That way, we build a system that truly supports your work.
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Set up contacts, volunteers, donations, and more in one place. Simple, clear, and ready to use.
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We guide your team through the tools so everyone feels equipped. No tech overwhelm here.
Professional Package
Ideal for growing organizations with more complexity.
Tired of manual workarounds and fragmented tools? This package adds:
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We shape Salesforce around how your team already works. And we connect it to your most-used tools.
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Automate tasks like follow-ups and event tracking. Save your team time and reduce human error.
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Get clear reports that reflect what matters most to you. We’ll even set up the templates.
Enterprise Package
For large teams or cross-organizational needs.
Ready to scale with confidence? This package includes everything above, plus:
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We co-create a long-term plan that grows with your organization. Structure that supports the big picture.
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Connect systems across departments and streamline the way your team works. More clarity, less chaos.
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Quarterly check-ins to keep everything aligned and running smoothly. We're here as your needs evolve.
Accelerators
Accelerators are curated templates for organizations that already have Salesforce but want to improve a specific area quickly.
Examples include:
Volunteer Management
Donation Tracking
Communication and Email Templates
Event Registration and Management
Custom Reports and Dashboards
Team Onboarding & Support
Whether you need a tune-up or a targeted boost, our Accelerators get you there with clear scope and faster timelines.
How It Works:
Choose the solution that fits best
Schedule your discovery call
We configure, customize, and train your team
You keep growing, Visios is there for the long haul
Not sure what package or accelerator is best?
No worries, We will help you figure it out.
