Home » Establishing/upgrading resource mobilization systems

Establishment / Upgrade Resource Mobilization Systems

Escort program format

Personal guidance and training sessions to implement the work plan

Writing an annual work plan and metrics for evaluating success

Analysis meetings including mapping gaps and needs

Assist in recruitment and training processes Resource Coordinator (optional)

Assist in preparing deliverables required for donors (LOIs, requests, implementation reports, etc.)

Program duration

2 needs analysis and analysis sessions

30 hours including analysis sessions, building a work plan, deliverables, and personal support in implementing the plan

The program lasts about 3-4 months.

Optional: Assistance in locating and/or training a resource mobilization team to implement the work plan

Summarizing meeting, recommendations and "journey supplies"

10 planning and personal guidance sessions

Click on the title and discover the program we created.

What do you get (success metrics)?

Strategic work plan for marketing, development and resource mobilization
Professional infrastructure that includes: LOI template, grant application template, performance report template for foundations/government, etc.
At least 10% increase in the number of new donors in the first year
Number of Recurring Donations
Number of grant applications approved out of all applications submitted
Total donations collected from all channels during a given period
Scope of new partnerships - Number of new strategic collaborations: organizations/ foundations/ businesses
Percentage of fundraising goals achieved - Percentage of actual revenue compared to planned goals (campaign/period)
Donor Satisfaction - Feedback from donors regarding their relationship with the organization

Additional services

Strategic Mentoring

Implementing a digital strategy to assist in achieving the organization’s goals

Courses and workshops

A variety of courses and practical workshops to meet your organization’s needs

Consulting and implementation

Diverse Salesforce solutions with a professional and reliable response tailored to your organization’s needs

Establishing / upgrading resource mobilization systems

From strategic planning to implementation, increasing donations and strengthening partnerships

Personal support and development for Organizations

Enhancing leadership, partnerships, resource mobilization, and decision-making

Digital transformations
for nonprofits

Using technology to enhance processes, optimize resources, and strengthen donor and partner relationships

Customers recommend

See what our satisfied customers say about us

"Roi Clouds helped us with the successful planning, implementation, and integration of the Salesforce platform. Although our organization is unique, large, and extensive, thanks to Tomer and the team, we were able to build an efficient, scalable, and automated system for managing donor relationships and partnerships. The service was characterized by creativity, professionalism, and the language of non-profit organizations. I highly recommend that anyone who wants to implement Salesforce contact the company!"

"I have known Tomer and his extensive work in the Salesforce field for many years, since he was the director of a leading social non-profit organization and a pioneer in managing a social organization on the Salesforce platform. I highly recommend Tomer to any social organization interested in making a breakthrough in working with its donors and leveraging the Salesforce platform."

"Tomer fell in love with the SALESFORCE system and became an expert focused on nonprofits, bringing his extensive experience to the table. When I needed to build a nonprofit management system, I turned to Tomer and he did an excellent job with the team, with a lot of experience in the field, a broad understanding of the big picture, and great interpersonal skills."

Tomer worked with me and the organization's staff on the characterization, implementation, and training for the most efficient and best use of the Salesforce system. Tomer is characterized by his unique patience and professionalism, and allowed us to establish, develop, and optimize our resource development processes and donor database.

Tomer has demonstrated high abilities in understanding and quickly implementing complex processes and concepts in the world of non-profit organizations on the one hand and simplifying them on the other. Vast knowledge of CRM systems and excellent human relations. Professional excellence combined with a pleasant personality make him a very pleasant person to work with. In parallel with his role as CEO of non-profit organizations, Tomer made a huge and invaluable contribution in exposing and leveraging the Salesforce platform to the non-profit sector.

After switching to a Salesforce system, we felt that we had been given a system with amazing capabilities, but without the knowledge to maximize its capabilities. That's why we turned to ROI-Clouds. Tomer and the professional team adapted the system to the needs of the organization and taught us to use it intelligently and automatically to maximize our revenue.

The ROI-Clouds team worked with our organization to characterize the Salesforce system and provide solutions for the various needs that arose during the work. The process was complex, and it was necessary to adapt the system to our daily work in the most accurate and appropriate way. Tomer and the team were able to do this in the most professional and helpful manner, and you could see how he managed to combine his in-depth understanding of Salesforce with his connection and experience in the third sector to create the exact solution for the organization's activities.

I would like to thank the ROI-Clouds team, led by Mr. Tomer Tiberias, for leading and assisting the department team with strategic consulting, which included management and staff training, and a process of mapping the current situation and making recommendations for upgrading the Salesforce system used by the Department of External Relations at the Hebrew University.

"I am happy to highly recommend ROI-Clouds. I contacted them to adapt our Salesforce system to the needs of the association. Their professional team matched me with a perfect solution, was available for any questions and helped me at every stage of the process. The final result exceeded all my expectations. I highly recommend the team to anyone looking for a high-quality, professional and accurate solution for Salesforce updates."

"Working with Tomer and his dedicated team was amazing, comprehensive and professional. The team went above and beyond what was expected and tailored the work plan and system to our needs. Highly recommend to anyone who wants to take their organization one step further."

Professional and creative guidance and advice for nonprofits of all sizes. Tomer Tiberias' extensive experience and approach provide excellent connections and ideas to advance the nonprofit's goals.