Maximize the return on your CRM investment and free up your staff. Whether your nonprofit uses Salesforce, Neon One, or another nonprofit CRM, implementation isn’t the finish line. Technologies change, your organization changes and grows, and your constituents’ expectations change as well. This means success with a CRM is an ongoing endeavor of updates, additions, and learning. Our goal is to become a partner with your team, in support of your organization’s growth and success for the long term. What Is Managed Services? Success with any CRM is a continuous journey requiring time and expertise. Our team stands ready to help at every step of the way. The managed services model provides flexible, scalable plans with a “bucket” of reserved hours to use each month, so you can keep steady progress with implementing best practices and increasing adoption. Here’s what you can expect: Increased productivity and efficiency because your CRM will be better configured, and your team will learn best practices. More time and attention on your mission by staff relying on our expertise, rather than becoming experts themselves. Improved staff morale knowing they have our team at their disposal to help solve problems before emergencies arise, reducing stress levels. We collaborate with you through regular check-in meetings allowing us to discuss any new requests, and ensure we’re prioritizing the right tasks. Changes & updates done for you. New software update coming out? Need new fields, templates, or a new report setup? We’ll get it up and running while strategizing the impact changes will have on other parts of the system. Need someone to troubleshoot and fix a glitch? We’re on it. Hours can be used to help with support for your website or other web-based technology as well. We manage this work in a collaborative system giving you full visibility into and control over open items and priorities. We approach all of our work with an eye to the future, providing you with a solid technological foundation that “sets the table” for additional enhancements and expansions. Get in Touch The BackOffice Thinking Difference We believe the critical connection between your people, process and technology is what allows your organization to thrive. Through our extensive experience with nonprofits, we have a unique understanding of how each one contributes to your success. Hover over each section to learn more. Hover over a difference to learn more. People We take the time to understand the capabilities of your team and offer technology solutions that complement their strengths. Process We understand how your organization functions and make sure your implementation integrates with your operations to make things run easier, better and faster. Technology We are platform-agnostic technology experts who only implement solutions that support your goals and that you can successfully manage and maintain. Schedule a Discovery Call × Get in Touch
