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Services

Virtual Salesforce Administration

What is a Virtual Administrator?

A Virtual Salesforce Administrator is an outsourced service provider offering expertise in Salesforce and related technologies. A Virtual Salesforce Administrator 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. In essence, they 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. Virtual Salesforce Administration is a good fit for most small and medium sized organizations.

  • 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.

Plans and Pricing

Leverage a virtual administrator to maintain a healthy system. All plans billed annually.

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:

Desiree Pavlik
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.
Desiree Pavlik
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.