Virtual 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:

Erin Ajayi--ILHIGH
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.
Erin Ajayi
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.