Our organization has been working with Sean and his team for years and it has been a great investment for the long term data integrity for our organization. Many organizations use Salesforce, but its effectiveness as a CRM platform lies in the ability to customize it to an organization’s operational needs. We use Salesforce for gift processing and acknowledgements, developing fundraising prospects, retaining files, managing membership programs, and administering events and meetings. What our team values most about Fortafy’s expertise is their ability to advise on complex functions that require customization and integrating Salesforce with other technology applications, all of which has large scale implications on our processes, workflows, and program administration. This is in addition to their high caliber customer service, attention to detail, and responsiveness.