What Digital Transformation Group does

Digital Transformation Group Inc. (DTG) is a private Canadian Salesforce consulting firm headquartered in Burnaby, British Columbia. Founded in 2020 and operating with 11-50 employees, DTG is a certified Salesforce Consulting Partner that dedicates 100% of its practice to nonprofit organizations. The company delivers Salesforce Nonprofit Cloud implementations, managed services, and NPSP-to-NPC migration services targeting donor management, program and case management, fundraising, and stakeholder relationship workflows for charitable, healthcare, education, and advocacy organizations.

DTG's technology stack centers on the Salesforce CRM platform augmented by a proprietary multimodal AI agent product line branded as DTG Live AI Agents. This suite includes specialized agents — Fundraising Agent, Registration & Volunteer Agent, Intake & Application Support Agent, Impact & Mission Engagement Agent, and AI SDR Agent — that engage website visitors through text, voice, and video, integrate with CRM and scheduling systems, and automate processes such as donation submission, form completion, prospect qualification, and meeting booking. The agents leverage generative AI, knowledge retrieval from enterprise data, and autonomous decision-making within guardrails.

DTG generates revenue through a mix of professional services (implementation projects, NPSP-to-NPC migrations, custom AI agent deployments) and subscription-based managed services billed monthly. Pricing is quote-based and not publicly disclosed. The go-to-market is consultative and sales-led, with dedicated service-line contacts (Tracey Braun as Director - Nonprofit), direct booking via Google Calendar, and a website featuring service-specific AI chatbots (Shannon, Ben, Pam). The customer base includes approximately 16 named nonprofit organizations across Canada and the United States, with no disclosed institutional funding.

Name

Digital Transformation Group

Legal name

DTG Digital Transformation Group Inc.

Website

https://dtg-digital.com

Company type

Private

Founded year

2020

Operating status

Operating

Headcount range

1–10 employees

Short description

Digital Transformation Group is a private Canadian Salesforce Consulting Partner, founded in 2020, that is 100% focused on nonprofit organizations, providing Salesforce Nonprofit Cloud implementation, managed services, NPSP-to-NPC migration, and a multimodal AI agent suite for fundraising, volunteer, and intake automation.

Ownership category

akta.pro rank

Headquarters

HQ city

Burnaby

HQ country

Canada

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations

Revenue model

1. Implementation Services: One-time consulting and implementation services for Salesforce Nonprofit Cloud deployments, including donor engagement setup, program management configuration, reporting dashboards, and automation development.
2. Managed Services: Ongoing support and maintenance services for Salesforce organizations with regular updates, proactive monitoring, and customized adjustments. Provides affordable ongoing administration allowing organizations to focus on core activities.
3. NPSP-to-NPC Migration: Migration services for current Salesforce NPSP users transitioning to the new Nonprofit Cloud platform.
4. AI Agent Services: Live AI Agent deployment including strategy and use case design, avatar creation, training and knowledge enablement, and platform integration services.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels5 records

Core offering

Digital Transformation Group (DTG) is a certified Salesforce Consulting Partner that provides Salesforce Nonprofit Cloud implementation, customization, and managed services exclusively to nonprofit organizations. The firm also builds and deploys DTG Live AI Agents, a portfolio of proprietary conversational AI agents (Fundraising, Registration & Volunteer, Intake & Application Support, Impact & Mission Engagement, and AI SDR) that automate donor engagement, volunteer registration, intake processes, and lead qualification across web, voice, and video channels.

Product overview

Digital Transformation Group is a Salesforce Consulting Partner providing two interconnected service lines: (1) Salesforce Nonprofit Cloud implementation, consulting, managed services, and NPSP-to-NPC migration for nonprofit organizations; and (2) DTG Live AI Agents, a portfolio of intelligent conversational AI avatars (including Fundraising Agent, Registration & Volunteer Agent, Intake & Application Support Agent, Impact & Mission Engagement Agent, and AI SDR Agent) that engage website visitors across text, voice, and video channels to automate support, qualify leads, process donations, and drive conversions. The AI agents integrate with CRM and scheduling tools to extend Salesforce functionality and enhance nonprofit digital engagement.

Differentiator

Problem solved

Functional benefit

Products and services

• Salesforce Nonprofit Cloud Implementation Consulting and implementation services for Salesforce Nonprofit Cloud, helping nonprofits manage fundraising, program and case management, marketing, and stakeholder relationships on the unified Salesforce CRM platform.
• Salesforce Managed Services Ongoing support and maintenance services for Salesforce NPSP or NPC organizations, including regular updates, proactive monitoring, and customized adjustments to ensure seamless Salesforce operations without internal administrative overhead.
• NPSP-to-NPC Migration Migration services supporting current Salesforce Nonprofit Success Package (NPSP) users to transition to the new Nonprofit Cloud (NPC) platform, leveraging all advantages of the updated system.
• DTG Live AI Agents Intelligent AI-driven digital agents that engage website visitors in real time through text, voice, and video. Available 24/7 for customer support, lead qualification, donation processing, and operational automation across nonprofit and professional services sectors.
• Fundraising Agent Specialized AI agent for nonprofit fundraising that engages potential donors on campaign pages, answers donation questions in real time, guides donors through donation forms, and triggers donation submissions and campaign actions. Supports multilingual engagement and reduces form abandonment.
• Registration & Volunteer Agent AI agent for program enrollment, volunteer registration, and membership sign-ups that removes friction from intake processes through eligibility guidance, form completion support, and multilingual accessibility.
• Intake & Application Support Agent AI agent providing real-time guidance through complex intake and grant applications with step-by-step form assistance, document upload help, hesitation detection, and CRM integration for accurate data capture.
• Impact & Mission Engagement Agent AI agent engaging visitors on About, Impact, and campaign pages to communicate mission, programs, impact metrics, and financial transparency while guiding visitors to donate, volunteer, or subscribe.
• AI SDR Agent AI Sales Development Representative agent embedded on websites for 24/7 visitor engagement, qualifying prospects in real time using ICP criteria, answering product questions, and booking meetings or demos directly into calendars. Integrates with CRM and scheduling tools.

Quantifiable outcome

• Automations that save staff hours
• +6 more outcomes

Named customers16 records

Segments1 record

Ideal customer profiles1 record

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

AI capability8 records

Feature5 records

Partnerships

One partnership is on record.

• SalesforcecoreTechnology or IntegrationDTG is a certified Salesforce Consulting Partner and Salesforce Nonprofit Cloud implementation partner. They specialize in implementing, customizing, and supporting Salesforce Nonprofit Cloud solutions for nonprofit organizations. The partnership enables DTG to provide donor management, program management, automation, and real-time insights built on the trusted Salesforce CRM platform.

Scale indicators1 record

Recent moves6 records

Expansion highlights5 records

Direct peers

• NewOrg Consulting: Salesforce partner dedicated to nonprofit and social sector clients, providing Nonprofit Cloud implementation, customization, and managed services — direct competitor to DTG in the same niche.
• Atticus: Salesforce consulting firm specializing in nonprofit and higher education implementations, offering managed services and migration support comparable to DTG's core offerings.
• Cloud for Good: Salesforce consulting partner focused exclusively on nonprofit and education organizations, offering similar Nonprofit Cloud implementation, managed services, and migration capabilities to DTG.
• RoundCorner: Nonprofit CRM consulting and Salesforce partner offering implementation and managed services for the nonprofit sector, overlapping directly with DTG's vertical specialty.
• Heller Consulting: Long-standing nonprofit CRM consultancy providing Salesforce, Raiser's Edge, and other CRM implementations and managed services for nonprofits — directly comparable vertical and service-line focus to DTG.
• Tidio: AI agent / conversational AI platform deployed on small and mid-market websites for lead qualification and customer support — overlaps with DTG's AI SDR Agent and Live AI Agents capability, though with broader SMB positioning.
• ABSI: Salesforce consulting firm serving nonprofit and association clients with CRM implementation, migration, and managed services comparable to DTG's offering.

Broad incumbents

• Slalom: Large global consultancy with a significant Salesforce practice including nonprofit and education clients; broader portfolio than DTG but competes head-to-head on enterprise nonprofit deals.
• Salesforce.org: Salesforce's nonprofit-focused entity, which runs the partner program DTG depends on and increasingly offers its own professional services — a structural incumbent whose priorities and partner economics directly shape DTG's opportunity set.
• Persistent Systems: Large IT services firm with substantial Salesforce consulting capabilities across multiple verticals, including nonprofit — competes on larger nonprofit engagements and platform integrations.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/dtg-digital
• Xx.com/dtg_digital

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Digital Transformation Group