Nonprofit Salesforce Administration

Virtual Salesforce Administration

What is a Virtual Administrator?

A Virtual Salesforce Administrator is an outsourced service provider offering expertise in Salesforce and related technologies.  Our team will learn your specific Salesforce instance and maintain the health and integrity of the system over time.  They will work with you to prioritize your requests and recommend when more advanced functionality is necessary.

Most importantly, our admins take an “owner-attitude” – proactively reviewing, recommending and addressing all aspects of your database – as if they were an employee of your organization.

When should you hire a Virtual Administrator?

Your user count, the number of user licenses, the number of integrations and the complexity of your Salesforce instance affect both your need for Salesforce administration, the technical expertise required and the budget you have available to support it.

  • You just lost your only Salesforce resource. You know this person did a lot to keep your Salesforce instance in good shape, and you want to keep it that way but you know finding their replacement might take awhile or might be cost prohibitive in today’s market.
  • You have a Salesforce Admin who has additional duties. You want to provide additional support and technical expertise to this person who’s only job isn’t Salesforce administration.
  • You have a technology partner that provides limited support. You don’t just need someone to perform tasks, you need someone to “own” the problem and drive progress, introduce new ideas and take initiative.
  • You have complex technical needs. Your technology stack includes more than just Salesforce and/or it is the heart of your organization’s operations.

Setup, Configuration, Maintenance

User Profile & Permissions

Integrations 

Reports & Dashboards

Automations

User Experience & Customization

Training

Plans and Pricing

Leverage a virtual administrator to maintain a healthy system.

How do you get started with Fortafy?

Getting started is easy. Contact us or schedule an appointment to discuss in more detail.

What Clients are Saying About Fortafy:

Natalie Gray, Americorp Central Texas
Fortafy has been a critical partner to AmeriCorps Central Texas, a collaborative of the Austin-area organizations that engage AmeriCorps members in national service in our community. Sean Ramsey helped the group identify a viable pathway to collecting data and keeping it current, adapting our existing Salesforce database to meet our evolving needs. He and his team are highly responsive, straightforward, nimble, and innovative. They are also willing to go "above and beyond" to think through challenges that aren't specific to data but are relevant to it and to troubleshoot real-time problems when they emerge. Sean himself has a rare combination of data and technical know-how and people-centered problem solving that has made him an invaluable partner over time. Both resourceful and mindful of limited resources, he's willing to try new things, evolve systems, and bring in other thought partners to help us get where we need to be in tracking the collaborative's key outcomes. It is no small task to work across multiple organizations to find solutions that meet everyone's needs and requirements, but Sean has been willing and able to help the group get where they need to be.
Natalie Gray
Executive Director, Americorp Central Texas
Fortafy has been a critical partner to AmeriCorps Central Texas, a collaborative of the Austin-area organizations that engage AmeriCorps members in national service in our community. Sean Ramsey helped the group identify a viable pathway to collecting data and keeping it current, adapting our existing Salesforce database to meet our evolving needs. He and his team are highly responsive, straightforward, nimble, and innovative. They are also willing to go "above and beyond" to think through challenges that aren't specific to data but are relevant to it and to troubleshoot real-time problems when they emerge. Sean himself has a rare combination of data and technical know-how and people-centered problem solving that has made him an invaluable partner over time. Both resourceful and mindful of limited resources, he's willing to try new things, evolve systems, and bring in other thought partners to help us get where we need to be in tracking the collaborative's key outcomes. It is no small task to work across multiple organizations to find solutions that meet everyone's needs and requirements, but Sean has been willing and able to help the group get where they need to be.
Natalie Gray, Americorp Central Texas
Natalie Gray
Executive Director, Americorp Central Texas