Follow a manual added link
Salesforce logo and text inside navy blue seal
Follow a manual added link
Salesforce Summit Partner, US

Attain Partners is the 2022 Salesforce Consulting Partner of the Year – Education and a Salesforce Summit Partner

Home » Services » Technology

Salesforce Innovation

A powerful Customer Relationship Management (CRM) platform can help you unlock your organization’s full potential and transform the way people interact with you. We enable our clients to leverage the power of Salesforce to streamline operations, enhance communications, and transform digital experiences. Our services include implementation, strategy development, and managed services—all provided using the experience gained from delivering more than 1,000 Salesforce projects.

Red and cyan blue concentric circles

Create Experiences That Drive Action

Everything starts with communication. We follow a comprehensive approach to help you get the most out of Salesforce, empowering your team to connect with stakeholders like never before. Build your network. Hone your messaging. Execute a data-driven strategy. Regardless of your objective, our Salesforce Innovation services can help you do more.

Implementation

Attain Partners is the Salesforce 2022 Consulting Partner of the Year – Education and a Salesforce Summit Partner with extensive implementation, strategy development, and managed services experience—all provided using expertise gained from delivering more than 1,000 Salesforce projects and counting. We leverage our expertise from across the education, nonprofit, and public sectors to implement cost-effective, easy-to-manage, and highly impactful solutions. We develop a complete understanding of your organization’s technical needs through a detailed discovery phase. We also conduct business process reviews to identify opportunities for optimization, efficiency, and alignment with industry best practices.

1
2
3
4
Our goals are to
Address your technical requirements
Ensure realization of Salesforce value
Minimize the impact to your daily operations
Set the foundation for long-term adoption

Benefits of the Attain Partners Approach

Rocket flying upwards
Get
Live Faster!

Start receiving value from your investment by launching solutions for your largest priority areas

Money bag next to arrow pointing down
Minimize
Upfront Costs

Focus on “must-have priorities” first and spread out investment of additional functionality over time

Calculator in front of clipboard
Reduce Risk
& Cost

Prepare your organization for change
Build capacity and skills that can support implementation and maintenance efforts

Dollar sign inside circle with arrows curving around it
Deepen
Investment

Involve stakeholders early to increase staff buy-in & the likelihood of project success

Trophy with 10-pointed star in the middle
Build
Champions

Increase confidence and adoption by users through early trainings and hands-on opportunities starting on day one

Strategy Development

We offer services to our clients to support strategic change. We work collaboratively with your team to understand your business needs and develop an actionable strategy using Salesforce to help you reach your goals more efficiently. To do this, we evaluate current and future state processes, policies, and required outputs and evaluate them against priorities, budgets, technologies, and timelines.

Managed Services for CRM

Through our Managed Services for CRM offerings, we enable our customers to grow in their use of Salesforce. We partner with and extend your team by leveraging system administration services, including Salesforce CRM, Marketing Cloud, and more. We help build your skills, manage your systems, and extend your team when you need it.

The Managed Services for CRM Difference

Through our Managed Services for CRM offerings, Attain Partners provides a suite of services designed to evolve and maximize the benefits of your Salesforce solution. Whether your needs are systems administration, solution enhancements, or full digital transformation, our service offerings provide you access to a dedicated team of experts with the consultative and delivery skills needed to achieve organizational success. Learn more and read client success stories.

Reduce

Time-to-value

Maintain

A clean, well-organized operation

Increase

Your return on investment

Learn More

Higher Education Expertise

We use our unparalleled experience in higher education to help organizations improve student recruitment and retention from undergraduate to lifelong learning, boost alumni engagement and fundraising, and manage operations more efficiently. We understand the details of the student lifecycle and how to best architect and use Salesforce to manage engagement in a scalable and comprehensive way.

We manage projects in a manner that respects the higher education culture of consensus and each organization’s strong institutional knowledge and funding. We also have extensive knowledge of the data models and limitations of supporting systems and how to best integrate those systems with Salesforce to provide the full constituent view needed by the people using each system.

Our work spans all aspects of the student lifecycle, including Admissions Connect for Recruiting and Admissions, Advisor Link and Case Management in Student Success, and a full-service product in Advancement. For improved constituent engagement, we add additional clouds as needed, including Education Cloud, Experience Cloud, and Marketing Cloud. Recognizing that colleges and universities have needs outside the core student lifecycle, Attain Partners rounds out our higher education offerings with work in faculty engagement, lifelong learning, and corporate relations.

We are proud to have completed more than 1,000 salesforce projects,
including for the following organizations:
Clemson University logo
Oregon State University logo
University of Baltimore logo
UCCS logo
University of Colorado Boulder logo
University of Virginia logo
JWU Online logo

Nonprofit Expertise

We are familiar with the unique challenges facing mission-focused organizations and use our extensive experience to help nonprofits leverage Salesforce to increase their fundraising efforts, improve communications, manage the entire program lifecycle, and measure impact.

Attain Partners has worked with hundreds of leading nonprofits across the country. More importantly, these clients represent Attain Partners’ understanding of adapting technology to meet diverse missions and functional use cases along with complex data migrations and system integrations. We understand the unique needs of mission-based organizations that are concerned about delivering functionality in a user-friendly interface that will drive adoption and allow the team to deliver value, while also balancing the need to be good stewards of the organization’s available funding.

We are proud to have completed more than 1,000 salesforce projects,
including for the following organizations:
Fine Arts Museum of San Francisco logo
KQED logo
Score logo
Texas Exes logo
Music Will logo
How You Benefit
Yellow dots and cyan circle
Predictable outcomes:

We deliver on-time and on-budget

High adoption:

We integrate change management practices into the implementation process

Low risk:

Cross-cloud expertise within one team for a tightly integrated solution

Faster time-to-value:

We understand the business of higher education and nonprofits

Future-proof, scalable solutions:

We prioritize technical innovation and believe in clicks, not code

High impact:

We leverage extensive experience, expertise, and confidence

WHAT CLIENTS SAY
— Stacey Marriott
Project Manager, University of Baltimore
WHAT CLIENTS SAY
— Heard on the AppExchange
WHAT CLIENTS SAY
— Heard on the AppExchange
WHAT CLIENTS SAY
— Heard on the AppExchange
WHAT CLIENTS SAY
— Heard on the AppExchange
WHAT CLIENTS SAY
— Heard on the AppExchange
WHAT CLIENTS SAY
— Heard on the AppExchange
WHAT CLIENTS SAY
— Heard on the AppExchange
WHAT CLIENTS SAY
— Heard on the AppExchange
WHAT CLIENTS SAY
WHAT CLIENTS SAY

“We engaged with Attain Partners for our Salesforce Advisor Link implementation. Our contract started around the same time our university moved to remote work. All the typical project processes were flipped upside down. Despite that disruption, Attain Partners ensured the project moved forward and on time. The collaboration and guidance we received from Attain Partners was outstanding. Their work was always well done, on-time, and well documented. Throughout, our consultants were true partners with our internal team. They were more of an extension of our team than consultants. They were available, knowledgeable, responsive, helpful, very easy to work with, and good humored. When we met with Attain Partners during our RFP process, we were impressed by the energy of their team. Having worked with [them] closely for about 10 months, we made the best selection in choosing Attain Partners for this effort.”

— Stacey Marriott
Project Manager, University of Baltimore
WHAT CLIENTS SAY
WHAT CLIENTS SAY

“This is not our first engagement with Attain Partners, but once again, our expectations have been exceeded. We are greatly expanding our use of Marketing Cloud and brought them in to audit our current organization. We needed to know if,

  1. Our current usage follows best practices,
  2. We are set up for expansion, and
  3. We would be able to support these improvements.

We received a thorough report of our current organization, found issues, best practices, and most importantly recommendations.”

For more, visit our AppExchange page here.

— Heard on the AppExchange
WHAT CLIENTS SAY
WHAT CLIENTS SAY

“The Attain Partners team was fantastic to work with on this incredibly high-priority project to develop a tool for faculty and their affiliated department administrators to view the steps of the promotion process at our university. They took the time to understand our use cases and catered the design to our situation. It was wonderful to iterate with them multiple times in order to get it right. Within hours of launching we received positive feedback from our faculty and administrators. I highly recommend working with Attain Partners for any project, especially in the Higher Ed space.”

For more, visit our AppExchange page here.

— Heard on the AppExchange
WHAT CLIENTS SAY
WHAT CLIENTS SAY

“It was such a joy working with the team at Attain Partners. They met with our team many times to implement a tool that helps our sales team work together more efficiently. Prior to working with Attain Partners, our team was using a mixture of Excel spreadsheets and email to store all of the information on clients. We now use Salesforce to track all of our incoming requests, making it easier for team members to take time off knowing that their teammates can help move the ball down the field in their absence. Additionally, we now have reports calculating what is possibly coming in with regard to future sales. Attain Partners has met all of our needs in their build and we are very satisfied with the results.”

For more, visit our AppExchange page here.

— Heard on the AppExchange
WHAT CLIENTS SAY
WHAT CLIENTS SAY

“The Attain Partners team we worked with was extremely organized, listened to our needs, were flexible, had extensive content knowledge about Salesforce, and were simply a pleasure to work with. Our hope is to partner with them in the future as we continue to expand our work. This is an outstanding team who takes a client-centered approach and exudes professionalism and kindness. Thank you for a great experience!”

For more, visit our AppExchange page here.

— Heard on the AppExchange
WHAT CLIENTS SAY
WHAT CLIENTS SAY

“Every client likes to think they are unique—but for us, the complexity surrounding our revenue program truly needs to be understood in an implementation of this nature. Attain Partners took the time to understand the business before advising or recommending. It’s the job we needed them to do, though something that’s rare among implementation partners.”

For more, visit our AppExchange page here.

— Heard on the AppExchange
WHAT CLIENTS SAY
WHAT CLIENTS SAY

“It was such a joy working with the team at Attain Partners. They met with our team many times to implement a tool that helps our sales team work together more efficiently. Prior to working with Attain Partners, our team was using a mixture of Excel spreadsheets and email to store all of the information on their clients. We now use Salesforce to track all of our incoming requests, making it easier for team members to take time off knowing that their teammates can help move the ball down the field in their absence. Additionally, we now have reports calculating what is possibly coming in with regard to future sales. Attain Partners has met all of our needs in their build and we are very satisfied with the results.”

For more, visit our AppExchange page here.

— Heard on the AppExchange
WHAT CLIENTS SAY
WHAT CLIENTS SAY

“Attain Partners is particularly adept at guiding discussions around solutioning that offer the client options. They listen well, work collaboratively, and are sensitive to the needs of key stakeholders. I should also note that for us, Attain Partners also delivered beyond what we asked, still coming in on time and under budget. I highly recommend them.”

For more, visit our AppExchange page here.

— Heard on the AppExchange
WHAT CLIENTS SAY
WHAT CLIENTS SAY

“The Attain Partners team was instrumental in helping guide and direct the project from a small glimmer through development and continued to expand on our vision and usability of the platform. We would not have been successful in this implementation without the Attain Partners team.”

For more, visit our AppExchange page here.

— Heard on the AppExchange

Services for Impact

People are at the heart of what you do. Our Salesforce-based solutions help nonprofits, colleges, and universities better connect with their people to make a tangible impact. What can Attain Partners do for you?

Red and blue rectangles on browser window
Constituent Management
Mouse cursor inside desktop monitor
Fundraising and Advancement
Clipboard in front of browser window
Program and Outcomes Management
Bar and line chart on desktop screen
Student Recruiting and Success
Arrow curving around X's on easel
Digital Engagement and Communications
Man with arm up on desktop computer
Community Engagement Institutional Success
Pie chart in front of smartphone
Volunteer and Membership Management
Red and blue pie chart
Lifelong Learning

Multicolored circles, square, and triangle in single row

Salesforce Digital Engagement

Salesforce Marketing Cloud and Pardot are powerful platforms that can do more than just marketing—they provide the connection between you and the people that you care about. The Attain Partners Digital Engagement team is here to guide you on that engagement journey. Whether it is a new implementation, an account review of an existing configuration, or enhancements to your current state—we will be with you every step of the way.

Learn More

Attain Accelerate

Attain Accelerate is a program of tools, frameworks, applications, and best practices to help our clients achieve success faster, easier, and for less, all with a predictable result. Find out how you can reduce cost, minimize risk, and maximize your investments.

Learn More

Alliance Partners

Attain Partners is always at the leading edge of technology solutions. As a corporate partner of premier technology companies, our expertise in the services and solutions you need to improve your organization’s business and achieve your mission is deep and ever-expanding. Our consultants have the knowledge and resources to keep you ahead of the curve.

Salesforce logo
Amp Impact logo
Formstack Forms partner logo
Blackthorn.io logo
Learn more about our alliance partners here
Attain abbreviated logo

Get Started

You’re making the world a better place—and we want to help. Discover how our Salesforce Innovation services can support your mission and enhance the way you interact with your stakeholders. Contact our team to get started.

  • Hidden
  • This field is for validation purposes and should be left unchanged.

Subscribe to Our Newsletter

  • Hidden
  • This field is for validation purposes and should be left unchanged.

© Copyright 2024 Attain Partners

Terms of Use | Privacy Policy | Sitemap

Attain Partners
1650 Tysons Boulevard
Suite 1530
McLean, VA 22102

Phone: 703.857.2200
Email: [email protected]