DialogWorks

DIALOG WORKS provides Salesforce configuration, data migration, and email marketing services for nonprofits. In practice that means running campaigns, content and ads for clients who do not have an in-house team.

Who is it for? Mostly small and mid-sized businesses. They also list Consulting, CRM, Data Integration, Data Management and Digital Marketing, so expect those to show up in the feature set. They are a very small team, 1 to 10 people, which usually shapes who they work with. You will probably talk to the people who build it, which is great until you need 24/7 support.

DialogWorks is based in San Francisco, California. You can read more at dialogworks.com.

Our checklist for this category: who does the work day to day, reporting cadence, and contract length. Get the renewal terms in writing before the first invoice.

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