Fortafy helps nonprofits maximize their investment in Salesforce

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.

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!

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.

“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!”

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.

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!

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.

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.

“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.”