ECHO Technology Solutions provided comprehensive Marketing Cloud support to Discovery Place, focusing on enhancing their donor and visitor communication capabilities. Our team delivered strategic consultation on journey builder implementation, developed custom preference center solutions to improve subscriber engagement, and created detailed documentation for their Marketing Cloud tools. We also assisted with technical infrastructure improvements including SSL certificate configuration, data segmentation strategies for targeted campaigns, and optimized the integration between their Marketing Cloud and Salesforce instances to ensure seamless data flow for their nonprofit operations.

ECHO Technology Solutions provided comprehensive Marketing Cloud support to Discovery Place, focusing on enhancing their donor and visitor communication capabilities. Our team delivered strategic consultation on journey builder implementation, developed custom preference center solutions to improve subscriber engagement, and created detailed documentation for their Marketing Cloud tools. We also assisted with technical infrastructure improvements including SSL certificate configuration, data segmentation strategies for targeted campaigns, and optimized the integration between their Marketing Cloud and Salesforce instances to ensure seamless data flow for their nonprofit operations.

ECHO Technology Solutions delivered comprehensive Salesforce system design and implementation services to Generation Pledge, an innovative organization inspiring the next generation of philanthropists to commit to giving throughout their lifetimes. Our team designed and built a sophisticated program management data model tailored to their unique needs, creating detailed entity relationship diagrams (ERDs), developing custom record types to differentiate pledge types and donor segments, and implementing field-level security configurations. We conducted extensive research on system limitations, imported and structured data from multiple sources, and created comprehensive documentation including demo preparations and client questionnaires to ensure the solution aligned with their operational workflows. By reviewing their existing processes through provided videos and iterative testing, we delivered a Salesforce solution that enables Generation Pledge to effectively track member pledges, manage their growing community of young philanthropists, and measure the collective impact of their movement to normalize generosity among emerging generations of wealth holders.

ECHO Technology Solutions delivered extensive data management and Salesforce optimization services to Global Citizenship Foundation, helping them establish a clean, well-organized database to support their global citizenship education initiatives. Our team conducted thorough duplicate record cleanup across both Account and Contact objects, merging hundreds of duplicate records to ensure data integrity. We developed custom formulas to sync contacts with imported account data, reviewed and corrected account-contact relationships, and adjusted page layouts and field configurations based on client feedback. Through careful data compilation, relationship mapping, and systematic cleanup processes, we transformed their Salesforce instance into a reliable system for tracking their educational programs, events, and articles, enabling them to better measure their impact on global citizenship education.

ECHO Technology Solutions delivered a thorough pro bono Salesforce system assessment for the Kirk Gibson Foundation, founded by former MLB player Kirk Gibson to support families battling Parkinson's disease. Our team conducted an extensive health check using Salesforce Optimizer tools, analyzing their instance metadata, identifying potential risks, and providing detailed recommendations for system improvements. We reviewed and optimized their Nonprofit Success Pack (NPSP) configuration including soft credit settings for accurate donor attribution, established duplicate and matching rules to maintain data quality, and adjusted multiple objects and permissions to enhance system security and usability. Through comprehensive documentation and formatting of our findings, we delivered actionable insights that strengthened their Salesforce foundation, enabling them to better track donations and manage relationships with donors supporting Parkinson's research and patient care.

ECHO Technology Solutions delivered comprehensive Salesforce consulting services to Project Scientist, an organization dedicated to providing mentorship and professional development for women in science, technology, engineering, and mathematics. Our team provided strategic consultation through multiple client meetings, researched and resolved technical challenges with dynamic forms involving multiple picklist value criteria, and guided them through Salesforce optimization opportunities. We conducted thorough onboarding sessions, reviewed their requirements and existing documentation, and maintained ongoing communication to ensure their Salesforce instance effectively supports their mission of connecting women scientists with mentors and career development resources. Through our pro bono partnership facilitated by Apparo, we helped strengthen their technology infrastructure to better serve the women in STEM they support across their mentorship network.

ECHO Technology Solutions delivered comprehensive Salesforce and Marketing Cloud development services to Mozaik Foundation, an organization dedicated to empowering youth and communities in Bosnia and Herzegovina. Our team designed and implemented custom form solutions featuring advanced multi-select picklist components, created responsive user interfaces using Bootstrap framework for improved user experience, and redesigned their data collection forms to better capture program participant information. We also optimized their Marketing Cloud journey builder automations and email campaigns, resolved technical issues with data field updates, and provided ongoing strategic consultation on their marketing automation workflows. Through careful testing and iterative development, we enhanced their ability to engage with program participants, track community impact, and communicate effectively with stakeholders supporting their mission of fostering positive social change in the Balkans region.

ECHO Technology Solutions delivered a complete Salesforce implementation for the Sarajevo Second Gymnasium Alumni Foundation, an organization dedicated to supporting one of Bosnia and Herzegovina's most prestigious educational institutions and reconnecting its worldwide alumni community. Our team designed and built a comprehensive Nonprofit Success Pack (NPSP) solution for donation management, researched and evaluated payment processing integrations including Payanywhere and Salesforce Elevate to enable seamless online giving, and created an Experience Cloud alumni community portal with custom sitemap and branding. Through collaborative working sessions and strategic planning meetings, we established long-term technology goals and milestones, coordinated with their designer on logo development, and researched nonprofit-specific licensing options to maximize their budget. This pro bono partnership enabled the foundation to create a digital home for alumni spanning generations and continents, facilitating connections, event coordination, and fundraising that directly supports students and educational programs at their historic Sarajevo gymnasium.

ECHO Technology Solutions delivered extensive pro bono Salesforce technical optimization and system health services to Wellspring Living, a nonprofit dedicated to confronting the commercial sexual exploitation of children and restoring survivors to health and wholeness. Our team conducted a thorough "tech therapy" assessment of their Salesforce instance, systematically updating dozens of outdated Apex classes to current API versions to ensure long-term system stability, troubleshooting and resolving deployment issues, and modifying code logic for improved performance. We reviewed and optimized their NPSP configuration including GAU allocation settings for accurate donation tracking, ran Salesforce Optimizer to identify technical debt, streamlined their app launcher by removing unnecessary applications and reorganizing user permissions, and coordinated with managed package vendors like Conga to resolve support issues. Through meticulous testing across user profiles and careful deployment procedures, we strengthened the technical foundation of their Salesforce system, enabling Wellspring Living to focus their resources on their life-changing work with survivors rather than wrestling with technology challenges.