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:

Jennie Shields, Families in Nature
We have been working with Fortafy since February 2022. Our partnership, which began as a basic Salesforce buildout, has evolved into an integral part of FIN’s growth over the past two years. From the first day, Sean, Cathy and everyone on the Fortafy team have been outstanding. I look forward to my weekly meetings with Cathy. Not only is she easy to work with, her knowledge and capabilities never cease to amaze. She can take the wildest idea and turn it into reality. Since 2022 Fortafy has helped us improve our processes in several key areas. First, they streamlined our CRM and donation platforms to make them easier to manage and maintain. Second, they took over and finished our total website redesign after it was abandoned by another company. Finally, they helped us to fulfill our vision to create a second, fully interactive website to make our work accessible for everyone. This new website has helped to expand our reach and impact in a way we did not think possible a year ago! I cannot recommend Fortafy enough, especially for a small organization with really big ideas.
Jennie Shields
We have been working with Fortafy since February 2022. Our partnership, which began as a basic Salesforce buildout, has evolved into an integral part of FIN’s growth over the past two years. From the first day, Sean, Cathy and everyone on the Fortafy team have been outstanding. I look forward to my weekly meetings with Cathy. Not only is she easy to work with, her knowledge and capabilities never cease to amaze. She can take the wildest idea and turn it into reality. Since 2022 Fortafy has helped us improve our processes in several key areas. First, they streamlined our CRM and donation platforms to make them easier to manage and maintain. Second, they took over and finished our total website redesign after it was abandoned by another company. Finally, they helped us to fulfill our vision to create a second, fully interactive website to make our work accessible for everyone. This new website has helped to expand our reach and impact in a way we did not think possible a year ago! I cannot recommend Fortafy enough, especially for a small organization with really big ideas.
Jennie Shields, Families in Nature
Jennie Shields