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Services

Professional Services

Implementations & Migrations

For organizations that need to migrate from an existing CRM and/or are starting from scratch with NPSP, you need a partner now and in the future. It’s not enough to do a “Quick Start” implementation. Adopting a new system is an exercise that touches all parts of the organization and requires a long-term partner to help manage through change and evolve the system over time.

Fortafy takes a different approach to implementations and migrations. In our experience when organizations attempt to do a large implementation and “get it all right” from the start, most of them haven’t through through the long-term needs of the organization including staff turnover, changing strategies, or the automation of key processes.

Fortafy will help you through setup/configuration, data load, and initial integrations, and then – through a one-year Virtual Administation plan – work with you to evolve the system over time to help meet the ever-changing needs of your organization. Read more about our philosophy and methodology to see why we’re different.

Re-implementations

If you already have Salesforce but you are now finding that it’s not working for you as seamlessly as it once did, it might be time to consider a re-implementation. Common reasons to consider a re-implementation include:

  • Your organization’s needs or strategies have changed
  • The organization has Gone Through Significant Growth
  • You went through a bad implementation initially
  • You have poor user adoption

The challenge is that you might not now have the budget you had for the implementation and/or your Board and Executive team might have concerns over the cost or impact this could have on general operations.

Fortafy’s Virtual Salesforce Administrator plan is perfect for you. Within a monthly retainer, our admins will work with you to build a backlog of work and then, through a monthly retainer, help slowly roll out changes to the organization. This is a much better way to reduce anxiety that can be caused because of too much change at once, and it ensures that all stakeholders are included in the process and ultimately trained up. Read more about our philosophy and methodology to see why we’re different.

Lightning Upgrades

The Salesforce Lightning has been out for awhile and by now it has become the defacto user experience for Salesforce. However, not everyone has migrated yet especially those organizations that have a lot of custom buttons, custom code or a site experiences for external users. Unfortunately, the clock is ticking. Salesforce Classic is going away and possibly within a year.

For the most part, Lightning Migrations are like re-implementations. And like real-implementations Fortafy will work with your team to identify the key components that will need to be adapted to the lightning experience, build a backlog and work through them over time. Taking this type of iterative approach can help reduce anxiety that can be caused because of too much change at once, and it ensures that all stakeholders are included in the process and ultimately trained up. Read more about our philosophy and methodology to see why we’re different.

Third Party Integrations

The amazing benefit of Salesforce is that so many applications connect to it. We have worked with a number of fundraising, event, volunteer, membership and middleware applications to help our customers further maximize their investment in Salesforce. And we always consider data security in our solutions.

Fortafy’s Virtual Admins along with our partner network have extensive experience in implementing different technologies for your organization, but more importantly we have the experience you need to perform as technology assessment and make informed recommendations. Check out our list of Technology Partners and our list of Technical Competencies below.

Technology Partners

Applications and Technical Competencies

Data Management

Apsona
Data Loader
Duplicate Check
Jitterbit

Email Systems

Campaign Monitor
Constant Contact
Pardot
MailChimp
Mailgun
Marketing Cloud
SendGrid

Event Management

Click & Pledge
Eventbrite
ThunderTix

Form Builders

Form Titan
Gravity
Ninja
WP Form

Fundraising Systems

Classy
Click & Pledge
Donorbox
Give Lively
FundraiseUp

Integrations

WP Fusion
Zapier

Event Management

Click & Pledge
Eventbrite
ThunderTix

Member Management

WildApricot
Member Mouse
MembershipWorks

Volunteer Management

Volunteers for Salesforce
Volunteers for WordPress