Maximize the return on your Salesforce investment and free up your staff. From our years of successfully building and supporting Salesforce for nonprofits, we know that implementation isn’t the final finish line. Technologies change, your organization changes and grows, and your constituents’ expectations change as well. This means success with Salesforce is an ongoing endeavor, and we’re here to help your team continue to maximize the return on your investment in the platform. We also know that, in a resource-constrained industry, it’s critical for nonprofits to be able to do more with less. Our team can act as extra help for your admin by taking on key tasks or just providing guidance for their work, freeing your staff up to focus on your mission. Managed Service Packages (3 Month Terms): Success with any CRM is a continuous journey that requires time and expertise. Our team stands ready to help at every step of the way. These flexible, scalable 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. We collaborate with you through regular check-in meetings to understand your requests and priorities. Have a new automation or report you’re excited to setup? We’ll get it up and running. Need staff training? We’ll lend our expertise. Need someone to troubleshoot and fix a glitch? We’re on it. New System Admin? No problem. We’ll help them get up to speed. Maintenance Package (Annual Terms):The Salesforce platform is updated, free of charge, three times a year. This means you’re always on the most up-to-date version of the tool, but it also requires some consideration to ensure that any new changes play nicely with your specific instance of Salesforce. We’ll carry out a series of pre-planned, periodic actions to make sure these updates happen smoothly. We’ll keep you running with a series of system health checks, including built-in Salesforce monitoring reports (such as NPSP Health Check etc.), reviewing third party integrations, and preparing for triannual Salesforce Upgrades. We’ll save you the time of monitoring Salesforce product and service notifications. When we see a potential impact, we’ll review it with you to determine how best to take action. Because this work happens proactively, without you needing to initiate a request, it’s handled separately from your “bucket” of managed service hours. 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
