Fortafy helps nonprofits maximize their investment in Salesforce

Virtual Salesforce Administration for Nonprofits

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Technical Expertise

Salesforce is a best-of-breed solution that requires technical expertise beyond Salesforce.

Technical Expertise

Fortafy admins aren’t just Salesforce certified; they are also experienced with the technologies you rely on most.

Data You Can Trust

People and processes change, leading to incomplete or untrustworthy data. A good admin will clean and nurture your data as you evolve.

Data You Can Trust

Fortafy can help you develop strategies for maintaining a healthy, trustworthy database.

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Continuity

Nonprofits are competing with every industry for technical talent. Hiring and retaining qualified database administrators is difficult and expensive.

Continuity

Fortafy maintains continuity for the life of your account at an affordable price.

Get the Help You Need

Maintaining Salesforce requires technical knowledge that is difficult to maintain with your in-house staff, and finding experienced Salesforce Administrators with nonprofit expertise is a challenge. Fortafy provides a Virtual Administrator at an affordable price.

Virtual Team Member

Fortafy assigns a Salesforce Virtual Administrator to your account.

  • Salesforce NPSP certified
  • Nonprofit experience
  • Technical expertise beyond Salesforce, and
  • A dedicated resource.

Affordable Plans

Fortafy has plans that fit your specific needs and budget.

  • A fraction of the cost for a full-time equivalent
  • Six month, one year and multi-year options
  • Paid annually or monthly

Optional Services

Fortafy provides technical services beyond Salesforce Administration.

  • Integrations
  • Salesforce Implementations
  • CRM Migrations
  • Custom Solutions

Your Virtual Team Member

Your certified administrator is an expert with both Salesforce and the Nonprofit Success Pack (NPSP) and they have a team of Fortafy admins and partners with which to collaborate. You’re not getting a single resource — you’re getting a team!

An Extension of Your Team

Fortafy’s administrators take a Product Owner attitude by learning about your organization and focusing on impact. Acting as an extension of your team, they help prioritize your needs, execute tasks, and address user issues/questions.

Local, U.S. based

All of our Virtual Salesforce Administrators are located in the United States. Fortafy leverages skilled Salesforce professionals with nonprofit experience. These people sometimes have full-time jobs and are seeking additional income, while some work full time for a portfolio of clients.

Technical Expertise

While all of our admins are Salesforce Certified, Fortafy also has experience with a variety of technologies including popular Content Management, Membership Management, Email Marketing, Volunteer Management System. See our list of technical expertise for more details.

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Additional Services

Implementations & Migrations

For organizations that need to migrate from an existing CRM and/or are starting from scratch with NPSP, you need a partner now and in the future. It’s not enough to do a “Quick Start” implementation. Adopting a new system is an exercise that touches all parts of the organization and requires a long-term partner to help manage through change and evolve the system over time.

Third Party Integrations

The amazing benefit of Salesforce is that so many applications connect to it. We have worked with a number of fundraising, event, volunteer, membership and middleware applications to help our customers further maximize their investment in Salesforce. And we always consider data security in our solutions.

Custom Solutions

We have built custom applications for Volunteer Management, Membership Management and Customer Portals. Through our partnerships we can help develop a customer-facing solution that leverages a direct integration with Salesforce.

What Clients are Saying About Fortafy

Tamara Martin
We have been working with Fortafy over the past year to update our Salesforce database and transition to the Nonprofit Success Pack. Our previous version of Salesforce was designed as part of a pro-bono project, was heavily customized and had not been updated in many ...
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Tamara Martin
Operations Manager, Girls in the Game
We have been working with Fortafy over the past year to update our Salesforce database and transition to the Nonprofit Success Pack. Our previous version of Salesforce was designed as part of a pro-bono project, was heavily customized and had not been updated in many years. Not only did Fortafy help us migrate our data to the Nonprofit Success Pack, they also provided staff training and helped us automate several processes. Our staff is more well-versed in Salesforce best practices and can use the platform more efficiently than ever before. We could not have accomplished any of these tasks without the help of Sean and Victor from Fortafy.
Tamara Martin
Tamara Martin
Operations Manager, Girls in the Game
Stephanie Welsh
“With the help of the team at Fortafy, we recently transitioned to SalesForce. What a relief to be able to offload the regular maintenance to the experts so that our team can focus on delivering programs instead of de-duping records! Additionally, there...
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Stephanie Welsh
Executive Director, RAFT Colorado
“With the help of the team at Fortafy, we recently transitioned to SalesForce. What a relief to be able to offload the regular maintenance to the experts so that our team can focus on delivering programs instead of de-duping records! Additionally, there are always questions that arise after any big transition.  Fortafy has continued to be timely and personable in their communications with us and always comes up with a workable solution. Your data is your livelihood – it’s great to know ours is in such good hands. Thanks Fortafy!”
Stephanie Welsh
Stephanie Welsh
Executive Director, RAFT Colorado
Desiree Pavlik
Before we engaged Fortafy, we were working with a large company that provided adequate support, but we didn’t feel we were maximizing all that Salesforce had to offer us as a small nonprofit. Fortafy provided an individualized approach to our Salesforce setup...
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Desiree Pavlik
Before we engaged Fortafy, we were working with a large company that provided adequate support, but we didn’t feel we were maximizing all that Salesforce had to offer us as a small nonprofit. Fortafy provided an individualized approach to our Salesforce setup and reporting. They got to know our specific organization and helped set us up for success. Reporting was a huge struggle for us, and that’s now been completely solved with Dashboards and easily accessible saved reports. Responses to our questions – and we had many – were always received promptly. They also provided some great systems and best practices we will be able to use for many years to come. If you’re a small nonprofit team that doesn’t have the time/expertise to learn all there is to know about Salesforce and apply it to your organization, then Fortafy is your answer.
Nicole Genovese
The team at Fortafy feel like a true extension of the Impact Austin staff. They take the time to ask thoughtful questions about our business model and operations to ensure that we arrive at the best solutions for our organization. Our work with...
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Nicole Genovese
Impact Austin
The team at Fortafy feel like a true extension of the Impact Austin staff. They take the time to ask thoughtful questions about our business model and operations to ensure that we arrive at the best solutions for our organization. Our work with Fortafy has led to increased efficiencies in our Salesforce and related process and improved data capabilities for our fundraising and membership activities. I appreciate that they consider the technical debt that we’re taking on along the way to ensure solutions are sustainable. Also, training and documentation are always a part of the process, which is a critical step that can be missed by other consultants doing this kind of work. Technology projects are a big lift for nonprofit organizations that often have limited time and resources to commit to nonprogrammatic work. Working with Fortafy allows you to focus on your mission, knowing that you have technology experts in your corner that care as much about helping you succeed as your own staff and supporters. I leave our check ins with confidence that things will be executed as expected and on time – and doing it all with a sense of humor along the way!
Nicole Genovese
Nicole Genovese
Impact Austin
Sarah Miller-Fellows
“For organizations that are considering implementing Salesforce …[or] have implemented it …I really highlight the importance of, especially for that first year or two years while your staff builds their own expertise and skill, having somebody who has the existing expertise guiding you...
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Sarah Miller-Fellows
Director of Impact, Girls Empowerment Network
“For organizations that are considering implementing Salesforce…[or] have implemented it …I really highlight the importance of, especially for that first year or two years while your staff builds their own expertise and skill, having somebody who has the existing expertise guiding you and guiding the process. Beyond just the initial implementation, through the first couple of years of use, [it] really can prevent a lot of headaches in the long run of your data being a giant mess like ours was.”
Sarah Miller-Fellows
Sarah Miller-Fellows
Director of Impact, Girls Empowerment Network
Erin Ajayi--ILHIGH
Our organization has been working with Sean and his team for years and it has been a great investment for the long term data integrity for our organization. Many organizations use Salesforce, but its effectiveness as a CRM platform lies in the ability to customize ...
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Erin Ajayi
Our organization has been working with Sean and his team for years and it has been a great investment for the long term data integrity for our organization. Many organizations use Salesforce, but its effectiveness as a CRM platform lies in the ability to customize it to an organization's operational needs. We use Salesforce for gift processing and acknowledgements, developing fundraising prospects, retaining files, managing membership programs, and administering events and meetings. What our team values most about Fortafy's expertise is their ability to advise on complex functions that require customization and integrating Salesforce with other technology applications, all of which has large scale implications on our processes, workflows, and program administration. This is in addition to their high caliber customer service, attention to detail, and responsiveness.
Emma Kronish
SPCA International has had the pleasure of working with Sean Ramsey and the Fortafy team since 2019. We have taken advantage of their virtual Salesforce administrator and data administration services and have been able to expand impact tracking, improve donor management and streamline...
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Emma Kronish
Director of Marketing and Communications, SPCA International
SPCA International has had the pleasure of working with Sean Ramsey and the Fortafy team since 2019. We have taken advantage of their virtual Salesforce administrator and data administration services and have been able to expand impact tracking, improve donor management and streamline our program processes. We had previously worked with a large company that couldn't quite grasp our needs and left us feeling like just another client.  As a small team ourselves we needed a group that had the knowledge and expertise of a large company but the ability to work collaboratively with our organization. The individualized support provided by Sean and Jung has been unmatched, we know we can rely on them when a system issue arises or to develop a new project.  We could not be happier with the service they continue to provide us with.
Emma Kronish
Emma Kronish
Director of Marketing and Communications, SPCA International
Frances Arias
Salesforce is the industry standard CRM. As a nonprofit that lives and breathes Salesforce to execute its mission, we are truly grateful for the support we receive from our Fortafy admins in ensuring we are using Salesforce to its fullest potential. The team at Fortafy ...
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Frances R. Arias
Salesforce is the industry standard CRM. As a nonprofit that lives and breathes Salesforce to execute its mission, we are truly grateful for the support we receive from our Fortafy admins in ensuring we are using Salesforce to its fullest potential. The team at Fortafy is comprised of truly experienced, knowledgeable, and dedicated employees. When we have ideas or are looking for guidance on how to approach a new method of using Salesforce, the team is diligent in researching the questions and providing us the best option(s). We truly appreciate Fortafy for their services and their support for our mission. It's been a wonderful experience working with them and we look forward to continuing our relationship with them. I can't recommend them highly enough!
James Fidlon
We didn’t really have a dedicated CRM system and we had been growing and it had been becoming more and more difficult to accomplish the things we wanted to do as far as being able to segment our audience and basically track our constituents in...
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James Fidlon
We didn’t really have a dedicated CRM system and we had been growing and it had been becoming more and more difficult to accomplish the things we wanted to do as far as being able to segment our audience and basically track our constituents in a way that was efficient and productive. Sean helped us feel confident that he could help us through all of that.

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