Vertic Fundraising Custom Build to Agentforce Nonprofit

Hi [NAME], [BR][BR]I wanted to introduce LavaBox, a Salesforce, Data and AI consultancy with direct experience of Vertic’s custom Salesforce fundraising build. LavaBox recently helped Greenpeace Australia Pacific move from this environment to Agentforce Nonprofit. Based on that experience, LavaBox has created a complimentary offering for organisations considering a similar transformation. It helps clarify how the current build is affecting progress, align stakeholders, develop an indicative application architecture and shape the business case and pathway forward. I’ve attached an overview. Does this look like something that could be useful for [ORG]?

Hi [NAME], I wanted to introduce the team at [ORG] to John McLean, Nonprofit Practice Director at LavaBox (lavaboxconsulting.com/nfp). LavaBox is the nonprofit Salesforce partner we work with most closely across ANZ, with a dedicated practice of 16 specialists and a track record covering fundraising, human services, grants management, Education Cloud, and Marketing Cloud. Clients include Greenpeace, St John, Breast Cancer Foundation NZ, and Taranaki Foundation. Case Studies: lavaboxconsulting.com/salesforce-case-studies John, I will leave you to connect with the team at [ORG]. Book an Exploration and Alignment Session: https://calendar.app.google/us8HsRPqKEQmYrmP7 Thanks both.

For [ORG], LavaBox is the partner I would put forward first. They are the nonprofit Salesforce consultancy across ANZ I work with most closely: 16 NFP-focused specialists with a strong track record across fundraising, grants, human services, and Marketing Cloud. Clients include Greenpeace, St John, Breast Cancer Foundation NZ, and Taranaki Foundation. Book a complimentary Exploration and Alignment Session with John McLean: https://calendar.app.google/us8HsRPqKEQmYrmP7

Hi [NAME], I wanted to introduce the team at [ORG] to Trent McDiarmid, Marketing Cloud Practice Lead at LavaBox (lavaboxconsulting.com/nfp). LavaBox is one of APAC's most experienced nonprofit Marketing Cloud specialists, with implementations for Greenpeace, St John, Breast Cancer Foundation NZ, Blind Low Vision NZ, and many others. Case study from St John: player.vimeo.com/video/489104074 Trent, I will leave you to connect. Thanks both.

For [ORG], LavaBox is the partner I would put forward first. They are one of APAC's most experienced nonprofit Marketing Cloud specialists, and their St John case study shows exactly what they deliver. Case study: player.vimeo.com/video/489104074 Introduce to Trent McDiarmid (Marketing Cloud Practice Lead): trent.mcdiarmid@lavaboxconsulting.com

Hi [NAME], I wanted to introduce the team at [ORG] to John McLean, Nonprofit Practice Director at LavaBox (lavaboxconsulting.com/nfp). Fundraising and always-on Marketing Cloud lifecycle journeys is one of LavaBox's key specialisations. They have delivered this for St John, Greenpeace, Breast Cancer Foundation NZ, and many others across ANZ. Case study from St John: player.vimeo.com/video/489104074 John, I will leave you to connect: https://calendar.app.google/us8HsRPqKEQmYrmP7 Thanks both.

For [ORG], LavaBox is the partner I would put forward first. Fundraising and always-on donor lifecycle management on Marketing Cloud is one of their core strengths, and their St John case study shows exactly what they deliver. Case study: player.vimeo.com/video/489104074 Book with John McLean: https://calendar.app.google/us8HsRPqKEQmYrmP7

Hi [NAME], I wanted to introduce the team at [ORG] to John McLean, Nonprofit Practice Director at LavaBox (lavaboxconsulting.com/nfp). Grant making is one of LavaBox's core NFP specialisations. They transformed Taranaki Foundation's entire grants process, delivering a digital application portal, committee workflow, disbursement tracking, and impact reporting from end to end. Case study: player.vimeo.com/video/887486114 John, I will leave you to connect: https://calendar.app.google/us8HsRPqKEQmYrmP7 Thanks both.

For [ORG], LavaBox is the partner I would put forward first. Grant making is one of their core specialisations, and their Taranaki Foundation case study is a strong example of what they deliver. Case study: player.vimeo.com/video/887486114 Book a complimentary Exploration and Alignment Session with John McLean: https://calendar.app.google/us8HsRPqKEQmYrmP7

Hi [NAME], I wanted to introduce the team at [ORG] to John McLean, Nonprofit Practice Director at LavaBox (lavaboxconsulting.com/nfp). LavaBox has deep human services experience across ANZ. Clients include St John, Burnett Foundation Aotearoa, Bowel Cancer NZ, Blind Low Vision NZ, and RSL Victoria. They specialise in structured case management, outcomes reporting, and system integration. John, I will leave you to connect: https://calendar.app.google/us8HsRPqKEQmYrmP7 Thanks both.

For [ORG], LavaBox is the partner I would put forward first. They have deep human services experience across ANZ, with clients including St John, Burnett Foundation Aotearoa, Bowel Cancer NZ, and RSL Victoria. Book with John McLean: https://calendar.app.google/us8HsRPqKEQmYrmP7

Hi [NAME], I wanted to introduce the team at [ORG] to John McLean, Nonprofit Practice Director at LavaBox (lavaboxconsulting.com/nfp). Education Cloud is one of LavaBox's NFP specialisations. They implemented Education Cloud for School of Philosophy, transforming enrolment and payment processes for 5,000+ students, and the solution is now expanding globally. Case study: player.vimeo.com/video/780153099 John, I will leave you to connect: https://calendar.app.google/us8HsRPqKEQmYrmP7 Thanks both.

For [ORG], LavaBox is the partner I would put forward. Education Cloud is one of their NFP specialisations, and their School of Philosophy case study shows how they deliver at scale. Case study: player.vimeo.com/video/780153099 Book with John McLean: https://calendar.app.google/us8HsRPqKEQmYrmP7

Hi [NAME], I wanted to introduce you to John McLean, Nonprofit Practice Director at LavaBox (lavaboxconsulting.com/nfp). LavaBox has worked with leading advocacy organisations across ANZ including Greenpeace and Fairtrade ANZ. They understand the dual relationship challenge advocacy orgs face, managing supporters and stakeholders from a single platform. John, I will leave you to connect: https://calendar.app.google/us8HsRPqKEQmYrmP7 Thanks both.

Hi [NAME], I wanted to introduce you to John McLean, Nonprofit Practice Director at LavaBox (lavaboxconsulting.com/nfp). Membership management is one of LavaBox's specialisations. They have worked with NZ Certified Builders, Icehouse, and NZ Historic Places Trust to automate renewal cycles, build member self-service portals, and connect billing systems to Salesforce. John, I will leave you to connect: https://calendar.app.google/us8HsRPqKEQmYrmP7 Thanks both.

Hi [NAME], I wanted to introduce the team at [ORG] to John McLean, Nonprofit Practice Director at LavaBox (lavaboxconsulting.com/nfp). Volunteer management is a strong fit for Salesforce where organisations need to manage onboarding, communications, engagement history, rostering and reporting in one place. LavaBox can help shape the right starting point for [ORG]. John, I will leave you to connect: https://calendar.app.google/us8HsRPqKEQmYrmP7 Thanks both.

Hi [NAME], I wanted to introduce the team at [ORG] to John McLean (Nonprofit Practice Director) and James Cooper (Commercial Director) at LavaBox (lavaboxconsulting.com/nfp). LavaBox's two practice areas are financial services and nonprofit, which makes them uniquely placed for [ORG]. Financial services clients include First Mortgage Trust, Booster Finance, and Forsyth Barr. NFP clients include Greenpeace, St John, Breast Cancer Foundation NZ, and many others. John and James, I will leave you to connect. Thanks all.

For [ORG], LavaBox is the partner I would put forward first. Their two specialisations are financial services and nonprofit, a combination that is genuinely rare in ANZ. Book with John McLean: https://calendar.app.google/us8HsRPqKEQmYrmP7