Helping CivLab operationalize fundraising with Salesforce NPSP in 30 days

From siloed spreadsheets to a streamlined fundraising operation of $3 million+ in potential gifts on Salesforce Nonprofit Success Pack (NPSP)

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How MAP helped

Through a targeted engagement focused on CRM infrastructure, data hygiene, and team training, MAP transitioned CivLab from siloed spreadsheets to a streamlined, collaborative fundraising operation.

$3M+ in potential gifts organized

Mapped, scored, and tracked prospects in Salesforce to align with FY25 fundraising goals.

30 days to live CRM

Migrated data and launched Salesforce NPSP with full team adoption.

Team rituals established

Post-call logging, email capture, and reporting aligned the team around shared data.

BASED IN
NYC, LA, Michigan (National)
SECTOR
Background

CivLab is a mission-driven organization supporting inclusive innovation and public interest technology. As their programs and funder network expanded, spreadsheets could no longer keep pace. Donor data lived across multiple files with little visibility into next steps or relationships. CivLab sought a flexible CRM system that could centralize data, log interactions, and drive collaboration.

The Challenge
  • Fragmented donor and partner data scattered across spreadsheets.
  • No centralized system to manage cultivation or track asks.
  • Undefined workflow for donor stages, readiness, or stewardship.
  • Time-consuming coordination — staff had to “call everyone individually just to debrief.”
  • Salesforce overwhelm with too many fields and no clear rituals for usage.
How We Embedded
  • Strategic Planning
  • Fundraising Assessment
  • Messaging
& Case Development
  • Salesforce NPSP & Dashboard Configuration
  • Custom AAA Scoring System
  • Workflow & Data Architecture
  • Fundraising Capacity Support
  • Coaching & Training
  • Ritual Design & Automations
The Solution

Discovery & Strategy

Assessed donor data structure and identified requirements for Salesforce customization.

Pipeline & Prospecting

Implemented custom fields and qualified scoring to prioritize aligned prospects.

Donor Engagement Systems

Deployed dashboards to track FY25 goals, stage-by-stage pipeline, and pending next steps. Built automations to create follow-up tasks for “Ask Ready” donors.

Case & Collateral

Developed usage guides and custom how-to videos to simplify Salesforce adoption for the team.

Capacity Building

Delivered live trainings with CRM expert team and established team rituals for post-call logging, email capture, and contact reports—building habits to sustain adoption.

We're Your Navigation Team
We're strategists, operators, and fundraising experts who've helped visionaries like you raise $100M+ (and counting). Think of us as your embedded fundraising team - we chart the course and navigate the path while you focus on what matters most: leading your mission.
Founder. Builder. Fundraiser.
I spent a decade leading nonprofit fundraising, building systems from scratch and closing multi-million dollar gifts. What I needed more than strategy docs and donor intros was a team to build systems, find donors who cared about my mission, and keep the momentum going.

That's the insight behind MAP: we don't just advise - we embed as your fundraising team and handle everything from research to donor meetings to follow-up.

‍Because fundraising isn't about fancy plans. It's about having the right team and systems that do the work while you lead the mission.

‍– Michelle Akapnitis
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