Fortafy has three plans: Basic, Essential Admin and Elite Support. All of these plans were designed to support your organization at the level you require, but sometimes you need more advanced capabilities . Talk to your ViSA about what you’re wanting to do and we’ll work with you to scope the work and provide a project estimate or refer you to one of our trusted partners.

The security and health of your database is top priority for our administrators. We maintain strict guidelines for the sharing and use of user accounts and we insist on never sending or storing data without proper encryption or security techniques.

As your Virtual Administrator, we will need System Administrator access to your instance of Salesforce. Having this will ensure that we are able to effectively administer your system and provide an audit trail for you and your team of our work. We also highly recommend having a dedicated ‘integration user’ if you are integration third-party applications like Classy, Click & Pledge, Donorbox, Mail Chimp, etc. While not required it is best practice and makes troubleshooting issues easier. Talk to your Salesforce Account Manager for more information about additional licenses.

Discovery / Business Analysis
Account Management
Setup, Configuration, Maintenance
User Profile & Permissions
Data Management
Integrations
Reports & Dashboards
Automation
User Experience & Customization
Training

You were attracted to Salesforce because of the power and flexibility of the platform as well as the 10 free user licenses provided by the Salesforce Foundation. However, Salesforce is not free nor should you think that it is. Maintenance and support of your key constituent and donor database is critical. The cost of maintaining an unhealthy system will far outweigh the costs of an annual support license from a knowledgeable resource like Fortafy. Our goal is to make to make this as cost-effective and as easy as possible so that you realize the value immediately.

The Basic plan was designed to provide Virtual Salesforce Administration to support your organization. We recognize, however, that a nonprofit’s technology stack spans broader then their donor database. Our Essential and Elite Plans both include support for Add-on Application Support. We have experience in a variety of technologies, including WordPress, Drupal, Wix and popular email marketing systems like Mail Chimp, Constant Contact, and Campaign Monitor. See our list of Add-On Applications and talk to your ViSA about what you’re wanting to do.

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