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.