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.

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.


Attain Partners is the 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.

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

Live Faster!

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

Upfront Costs

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

Reduce Risk
& Cost

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


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


Increase confidence and adoption by users through early trainings and hands-on opportunities starting on day 1

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.

AttainPlus—Managed Services

Through our managed services offering, AttainPlus, we enable our customers to grow in their use of Salesforce. We partner with and extend your team 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 AttainPlus Difference

AttainPlus is a support and maintenance program that provides the right resources so you can evolve and maximize the benefits of your Salesforce solution. Our plans provide you access to a dedicated team of experts, supplementing or avoiding the need for a full-time resource that may not have the wide range of expertise or time needed to provide the support you need. Learn more and read client success stories.




A clean, well-organized operation


Your return on investment

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. We add additional clouds as needed, including Experience and Marketing Clouds for improved constituent engagement. Recognizing that colleges and universities have needs outside of 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:

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:
How You Benefit
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

– Stacey Marriott
University of Baltimore Project Manager
– Heard on the AppExchange

“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
University of Baltimore Project Manager

“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 HigherEd space.”

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?

Constituent Management
Fundraising and Advancement
Program and Outcomes Management
Student Recruiting and Success
Digital Engagement and Communications
Community Engagement Institutional Success
Volunteer and Membership Management
Lifelong Learning

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.

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.

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.

Learn more about our alliance partners here

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.

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