Keep your Salesforce environment clean and build skills. From our years of building and supporting Salesforce implementations, we know it can be challenging for nonprofit organizations to have the technical expertise, time, or resources to maintain, clean and optimize their Salesforce accounts over time. We’ll develop a Salesforce support plan to meet your nonprofits needs based on budget, complexity, and technology expertise. As your organization grows and adapts Salesforce to fit your needs, we will be there to provide training, build reports, investigate issues, create new fields, set up automations, and so much more. Our goal is to remove obstacles and resolve issues efficiently, so you can use more of your resources for your mission. On-Demand Support (Quarterly Commitment):We’re here during normal business hours to partner with you in keeping your Salesforce up-to-date and healthy. We’re just a support ticket away. We start with our comprehensive Best Practice Checkup to evaluate your system’s overall health and prepare to provide you with ongoing support. We monitor Salesforce product and service notifications for any potential impacts to your org, and review with you to determine how best to take action. Have a new integration or app you’re excited about? 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. Upgrade for More (Annual Commitment):Our upgrades combine On-Demand Support with additional guidance by providing a more structured approach to maintaining your Salesforce account. Our Maintenance Upgrade includes pre-planned, periodic actions and updates that we execute throughout the year in the background, without requiring your attention. Our Managed Services Upgrade includes additional health checks and org reviews, periodic check-in calls with your admin or other key staff, and a bi-annual strategy review meeting. 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
