Make better use of your CRM and drive continuous improvement Whether your nonprofit uses Salesforce, Neon One, or another nonprofit CRM, implementation isn’t the finish line. Technologies come and go, your organization evolves, and your constituents’ expectations change as well. Effective use of a CRM requires ongoing updates, additions, and learning. We’ll partner with your team to support your organization’s long term success. What Is Managed Services? Keeping your CRM up to date and serving your nonprofit’s needs requires time and expertise. Are you the dedicated admin for your organization, wishing you could clone yourself to gain a few more hours in the day? Or maybe your team is like many smaller nonprofits, with everyone wearing multiple hats and no official CRM administrator. Either way, our team is here to help. These flexible, scalable Managed Services plans give you a “bucket” of reserved hours to use each month, so you can keep steady progress with implementing best practices and increasing adoption. Why Managed Services? Scalability: Adjust your support levels up or down as needed. Predictability: Budget more accurately, with fixed monthly fees replacing hourly or project-based charges. Cost Savings: Multi-month plan commitments have lower hourly rates than one-off “ad hoc” support. Increased Productivity: By following best practices, your CRM becomes a tool that works for you, not another technology hassle. Improved Staff Morale: Knowing you’ve got a tech partner to help solve problems (before emergencies arise!) reduces stress levels and improves overall morale. Peace of Mind: Ensure the long-term health and success of your CRM by carrying out proactive maintenance. How It Works What you get: Plan terms are typically 3-6 months, with a set number of service hours each month (10, 20, etc.) We meet periodically to confirm and adjust your tier as needed. Service hours can be used for training new staff, troubleshooting problems, building reports, creating new fields, setting up automations, etc. How we collaborate: We’ll meet regularly to check in, discuss any new requests, and ensure we’re prioritizing the right tasks. Your team has full visibility into and control over open items and priorities. What else? Between meetings, we work “in the background” to perform ongoing maintenance and health checks We support a lot of systems! Your hours can be used for help with your website or other web-based tools as well. The success of your CRM and connected systems is central to the success of your mission. We’re here to help. 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
