Strong systems power strong relationships.
A long-term Salesforce partnership designed around your nonprofit — covering platform, people, and process at one flat quarterly rate.
The Challenge
Salesforce is powerful. Managing it shouldn't be painful.
Patchwork solutions
Different consultants for different problems. No one sees the whole picture or owns the long-term vision.
Knowledge gaps
Your team knows the mission, but Salesforce expertise is hard to hire and harder to retain.
Underused potential
You're paying for Salesforce but only using a fraction of what it can do. Data lives in silos.
Billable-hour anxiety
Every question costs money. Your team hesitates to ask for help, so small issues become big ones.
Our Model
One team. One rate. Three pillars.
Holistic Success is not project-based consulting. It's an ongoing partnership that covers everything your Salesforce ecosystem needs — platform, people, and process — delivered at a flat quarterly rate with no billable hours.
Platform
- •Data modeling & migration
- •Workflow automation
- •Data collection systems
- •Interface design
- •Reports & dashboards
- •Security & permissions
People
- •1-on-1 staff coaching
- •User training programs
- •Hiring support
- •User adoption strategy
Process
- •Systems & staffing analysis
- •Business process mapping
- •OKR/KPI design
- •Change management
- •Agile ways of working
Getting Started
Illuminate. Initiate. Iterate.
Illuminate
We learn your world. Through stakeholder interviews, platform audits, and mission immersion, we build a clear picture of where you are, where you want to go, and what stands in the way.
- Stakeholder interviews
- Salesforce platform audit
- Mission & strategy immersion
- Current-state documentation
Initiate
We build the roadmap together. Prioritized by impact, grounded in your reality, and designed to show value fast — starting with your first Story of the Quarter.
- Strategic roadmap creation
- First Story of the Quarter
- Team introductions & rhythms
- Quick wins identification
Iterate
We settle into a steady rhythm of bi-weekly iterations and quarterly cycles — building, improving, celebrating, and adapting as your needs evolve.
- Bi-weekly iteration cadence
- Quarterly planning cycles
- Continuous improvement
- Evolving partnership
Working Rhythm
Quarters and iterations.
Quarterly Cycle
Every 90 days, we plan, build, and reflect together.
Prioritize
Together we choose the Story of the Quarter — the narrative arc of what we'll accomplish and why it matters.
Build + Improve
Through bi-weekly iterations, we deliver work in focused sprints — building new capabilities and improving existing ones.
Celebrate + Adapt
At quarter's end, we publish Release Notes, celebrate wins, gather feedback, and adapt for the next cycle.
Bi-Weekly Iterations
Within each quarter, work flows in focused two-week cycles.
Plan
At the start of each iteration, we align on the highest-priority items from your backlog.
Execute
Your team builds, configures, coaches, and delivers — with regular check-ins to keep things on track.
Demo + Review
At iteration's end, we demo completed work, gather your feedback, and adjust priorities for the next cycle.
Story of the Quarter
Each quarter begins with a narrative — a clear story of what we're building and why. This aligns the team, guides prioritization, and gives everyone a shared sense of purpose.
Release Notes
At quarter's end, we deliver a full summary of everything accomplished — what shipped, what improved, what we learned, and what comes next.
Your Team
Your Dream Team.
Every engagement is staffed with a dedicated team of four roles — people who learn your mission, your data, and your people.
Technical Lead
Owns the technical vision for your Salesforce org. Leads architecture decisions, ensures best practices, and acts as the senior point of contact for platform strategy.
Solutions Engineer
Builds and configures your Salesforce platform — automations, data models, interfaces, reports, and integrations. The hands-on builder.
Product Owner
Bridges your organization's goals and the technical roadmap. Prioritizes the backlog, shapes the Story of the Quarter, and ensures work stays aligned with mission.
Project Manager
Keeps the engagement running smoothly. Manages scheduling, communication, iteration planning, and ensures nothing falls through the cracks.
How We Scope
Capacity Units.
Instead of billable hours, we scope work in Capacity Units — each representing roughly 20% of a consultant's available time during a quarter.
This gives you a clear, predictable framework for how much bandwidth your team has — without the anxiety of watching a clock tick on every question or request.
Your tier determines how many Capacity Units are allocated per quarter. We work together during quarterly planning to decide where that capacity goes.
How it works
1 Capacity Unit
~20% of a consultant's quarterly availability
Allocated at planning
Units are assigned to roles and priorities during quarterly planning
Flexible within quarter
Shift capacity between platform, people, and process as needs evolve
No hour tracking
You never see a timesheet. We manage capacity, you see results.
Why Subscribe?
Five reasons the subscription model works.
Strategic Partnership
Not vendor-client. We become part of your team — learning your mission, your people, and your evolving needs over years, not weeks.
Value Focus
No hours to track means we're incentivized to build efficient, lasting solutions — not to extend timelines.
Consistency
Same team, same context, quarter after quarter. No re-onboarding, no knowledge loss, no starting from scratch.
Adaptability
Priorities shift? We shift with you. Your quarterly plan flexes to meet the real needs of a living organization.
Personalization
Your engagement is shaped around your org — not a one-size-fits-all SOW. Every quarter is designed for your goals.
Why Flat Rate?
No billable hours. No scope anxiety.
Ask freely
Your team never hesitates to reach out. Every question, every request, every "is this possible?" is included.
Predictable budgeting
One quarterly invoice. No surprise overages. No tracking hours. Your finance team will thank you.
Aligned incentives
We're incentivized to build efficient, maintainable systems — not to run up hours on complex solutions.
Traditional consulting vs. OpenTent
Pricing
Choose the partnership level that fits.
Tiers are based on your Salesforce license count. All include flat-rate billing, a dedicated team, and our value-backed guarantee. Billed quarterly.
Under 40 Salesforce licenses
Core
per quarter
Right-sized holistic support for smaller nonprofits. A dedicated team covers platform, people, and process — everything you need to get the most from Salesforce.
- Dedicated Technical Lead & Solutions Engineer
- Product Owner for strategic alignment
- Project Manager for scheduling & delivery
- Bi-weekly iteration cadence
- Quarterly strategic planning
- Slack-based async support
- Capacity-unit-based scoping
40 – 100 Salesforce licenses
Growth
per quarter
A full product team embedded in your organization for the long haul — across platform, people, and process. Our most popular engagement level.
- Dedicated Technical Lead & Solutions Engineer
- Product Owner for strategic alignment
- Project Manager for scheduling & delivery
- Bi-weekly iteration cadence
- Quarterly strategic planning & Story of the Quarter
- Slack channel with same-day response
- Expanded capacity units for deeper work
100+ Salesforce licenses
Strategic
per quarter
For organizations undergoing transformation — mergers, platform rebuilds, or multi-org unification. Maximum capacity and executive-level partnership.
- Everything in Growth, plus:
- Dedicated project manager
- Custom application development
- Multi-org strategy and architecture
- Executive-level strategic advisory
- Integration design & implementation
- Priority response SLA
- Quarterly on-site working sessions
Your Role
What you bring to the partnership.
A great partnership is two-way. Here's what helps us do our best work for you.
A dedicated point person
Someone on your side who can make decisions, approve priorities, and be our main partner in the work.
Access to stakeholders
We'll need time with the people who use the system — staff, managers, leadership — to understand their needs.
Engagement with the process
Show up to planning sessions, give feedback on demos, and participate in the quarterly rhythm.
Honest communication
Tell us what's working and what isn't. The more transparent the feedback, the better the partnership.
Openness to change
Great systems require great process. Be ready to evolve how your team works, not just the tools they use.
What Guides Us
Joyful tools for purpose-driven teams.
Build trusting relationships
Transparent communication, clear commitments, and no surprises on your invoice.
Seek the whole picture
We don't just fix the ticket — we understand why it happened and prevent the next one.
Be the solution
We find opportunity in uncertainty and enable your team's potential.
Create joyful experiences
Intuitive design, genuine hospitality, and systems your team actually enjoys using.
Work sustainably
Long-term thinking over quick fixes. We build systems that last.
Value-backed guarantee.
If at any point you feel the value doesn't match the investment, we'll work with you to make it right — including adjusting scope or pausing the engagement.
No long-term lock-in. Quarterly billing. Cancel anytime.
About OpenTent
We take big bets on big hearts.
OpenTent was founded in 2015 by Samuel Adiv after he taught himself Salesforce and implemented it at a community nonprofit. He saw the gap between technology's potential and organizations' ability to realize it.
Today, OpenTent is a team of 19+ professionals — solutions engineers, administrators, coaches, and strategists — all dedicated to helping nonprofits build systems that serve their mission.
We are a Salesforce Consulting Partner, Equality Partner, and founding member of PledgeNoHate.tech.
Common questions
Ready to talk?
Let's schedule a call to discuss your organization's needs and find the right partnership level.
Schedule a ConversationOr email hello@opentent.com