Data Management Services

Data Management Services

The Perfect Compliment to Salesforce Administration

At Fortafy, we understand that managing data can be a time-consuming task – diverting your team’s focus from more strategic initiatives. That’s why we’re excited to introduce our new service offering: Data Management.

We have heard from a number of clients that they are not inclined to leverage their Salesforce Administrator for this type of work because they would prefer to apply their skills toward more complex tasks.

Data Management Services is a perfect compliment to our Virtual Salesforce Administration services. It gives your team the technical skills and capacity needed to tackle those nagging files from third-parties like Benevity, YourCause and Giving Day programs, and to systematize your batch gift entries for offline gifts and acknowledgement letters at a lower cost than a Salesforce Administrator.

Partner with Fortafy

We understand that these tasks are critical to the overall health of your data, and their complexity can be overwhelming.  There are a lot of advantages to partnering with Fortafy.

Create Capacity: Allow your team to concentrate on core responsibilities by leveraging our team for these critical, routine operations.

Save Money: Reduce the costs of hiring, maintaining and retaining entry-level database admins.

Reduce Risk: Reduce printing costs and reputation damage by addressing data duplication issues.

Create a good donor experience: Create a professional, printed acknowledgment letters and emails for timely and personalized donor appreciations.

Services Areas

DATA QUALITY
Develop and manage data duplication and data standards
DATA PREP
Create and prepare import ready files
ACKNOWLEDGEMENT LETTERS
Systematize email and printed acknowledgement letters
DATA ENTRY
Batch process offline gifts for timely reporting

Pricing

These services are being offered in block pricing starting at $85 per hour.  Purchase 25, 50, or 100 hours and use them as needed throughout the year. The more hours you purchase the lower the rate.

If you have any questions or would like to discuss how our Data Management Services can be tailored to meet your organization’s specific needs, please feel free to reach out or schedule an appointment.

Schedule an Appointment to Discuss Your Needs

What Clients are Saying About Fortafy:

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.
Desiree Pavlik
Executive Director, Natural High
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.
Desiree Pavlik
Desiree Pavlik
Executive Director, Natural High