How Working With Our Salesforce® Nonprofit Consultants Works

The foundation of our work at Deep Why Design is simple—connecting with nonprofit professionals like you. That’s why our process kicks off with us getting to know your organization and technology and building a one-of-a-kind strategy for you. Then our team decides together who the right person is for your work, and you get a named consultant, a start date, and a quote right out of the gate.

How it works, at a glance

  1. You reach out. The best way to reach us is with our contact form. It goes straight to our team, so we’ll get in touch shortly. 

  2. We talk. One of our consultants has an exploratory conversation with you so that we can get to know you and understand what's really going on before suggesting a fix.

  3. Our team confers. Your consultant brings your project back to our team. Together, we talk through feasibility and who has the right skills and availability. We may follow up with a few more questions.

  4. Our team comes back to you. You'll hear who will take on your project, when it can start, and what we expect it to cost. If we need more information for an accurate quote, we'll ask for another conversation rather than guess.

  5. You meet your consultant. Because you'll work directly with one person or a small team, we'll usually set up a meeting so you can get to know them and ask any questions before we begin.

  6. We get to work, together. Your consultant explains, designs, and supports your system using standard Salesforce® features wherever possible, and documents everything so your team holds the keys.

Our approach: what you can expect from us

Our commitments to you

Technology can be stressful, and we want partnering with us to feel like the opposite. Here's what we commit to:

  • We'll finish tasks when we say we will. If something changes, you'll hear it from us first.

  • You'll always hear back. Even when your consultant is booked, they'll let you know in a timely manner when you can expect help.

  • You'll understand your system. We explain what we build and why, so you can handle your own build with confidence.

We're the people behind the technology, not the technology itself. That means you get a real person who knows your work, cares about getting it right, and tells you honestly what to expect.

It's a two-way conversation

While we're learning about your project, we're also figuring out whether we'll partner well together. We see our client relationships as partnerships, built on mutual understanding and collaboration. Our technology can't be human-centered if our working relationship isn't.

So throughout the process, feel free to ask us hard questions too. A good fit matters as much to you as it does to us.

We design around the people who use your system

Deep Why was founded to make day-to-day tasks less painful for overburdened nonprofit teams. So we design for the people who use your system every day: frontline staff, program participants, and executives. The result is a system your team actually wants to use.

Frequently asked questions about Deep Why

How long does it take to get a quote from Deep Why?

1

Most organizations receive an assessment and quote within a few weeks of their first conversation. Projects that need more discovery may take an extra conversation or two, which helps us give you a more accurate quote.


Do I need to know exactly what I need before contacting a Salesforce® consultant?

2

No. Many nonprofits come to us knowing something isn't working but not knowing why. Figuring that out is part of our exploratory conversation.


Will I meet my consultant before the project starts?

3

Yes. Because you'll work directly with one consultant, we usually set up a meeting so you can get to know them and ask questions before we start.


Your consultant will always get back to you promptly and let you know when they can help. If you have ongoing needs, our Office Hours program gives you regular access to expert assistance.

What happens if my consultant is busy when I need help?

4


Can Deep Why help if we don't use Salesforce® yet? 

5

Yes. We work with organizations that already use Salesforce® and those considering it. In our first conversation, we'll talk through your current tools and whether Salesforce® is the right fit for your needs.

Ready to chat?

Every partnership with Deep Why starts with a conversation about your mission, your people, and your technology. Tell us what's going on, and we'll take it from there.