Virtual Salesforce Administration, for good

Fortafy makes day-to-day administration of Salesforce easy.

Get the Help You Need

Let’s face it, maintaining Salesforce requires technical knowledge difficult to maintain with your in-house staff and certified Salesforce Administrators with nonprofit expertise are hard to find, and retain.

Fortafy provides Virtual Salesforce Administrators for nonprofits who need the extra support.

Fortafy matches your nonprofit with certified Salesforce professionals. We offer:
  • Certified administrators with nonprofit experience
  • Access to our team of experts
  • Virtual team member to manage your account
ViSA works with multiple clients during hours that are amenable to their personal schedule. Fortafy:
  • Assigns a ViSA to your account
  • Manages tasks via a first in, first out queue
  • Provides a customer Help Desk for your account
  • Has an escalation process and service guarantee
Fortafy’s annual fee covers as much Basic Administration support as you need including:
  • Basic administration to maintain day-to-day health
  • “Ask Me Anything” hours for training and consulting
  • Pay options for Advanced services or development
– Ali L.
Virtual Salesforce Admin

Your Trusted Team Member

The security and health of your database is our top priority. Your certified administrator is an expert with years of Salesforce and nonprofit experience, and with a team of experts with which to collaborate.
Your team member will:

Consult and mentor your staff

Each plan comes with “Ask Me Anything” sessions with your Virtual Administrator. Use this time to explore new ideas or to ask basic Salesforce questions.

Ensure operational continuity

Hiring and retaining qualified database administrators is difficult to sustain considering technical expertise, attrition and other operational factors. Fortafy maintains continuity for the life of your account.

Maintain a healthy database

Data deduplication, orphaned records, data and file management are essential tasks of any database administrator. This is our specialty. Leverage Fortafy so you can focus on what you do best – your mission!

Provide experience & expertise

Fortafy provides an easy way to scale your team and immediately add certified administrators with multiple years of experience without going through a recruiting process or taking on an FTE.

With the help of the team at Fortafy, we recently transitioned to SalesForce. What a relief to be able to offload the regular maintenance to the experts so that our team can focus on delivering programs instead of de-duping records!

Additionally, there are always questions that arise after any big transition. Sean has continued to be timely and personable in his communications with us and always comes up with a workable solution.

Your data is your livelihood – it’s great to know ours is in such good hands. Thanks Fortafy!Stephanie Welsh

Executive Director, RAFT Colorado

trusted by:
RAFT Colorado
LIVESTRONG

.

Plans and Pricing

All plans billed annually. See Terms and Conditions for additional details.

Questions You Might Have

How do you maintain the security and privacy of my data.
The security and health of your database is top priority for our administrators. We maintain strict guidelines for the sharing and use of user accounts and we insist on never sending or storing data without proper encryption or security techniques.
What if I need more work than just basic administration?
Fortafy has two plans: Consultant, Essential Admin and Advanced Admin.  All of these plans were designed to support your organization at the level you require, but sometimes you need more advanced capabilities . Talk to your ViSA about what you’re wanting to do and we’ll work with you to scope the work and provide a project estimate or refer you to one of our trusted partners.
Will I need to get another Salesforce license?
As your Virtual Administrator, we will need System Administrator access to your instance of Salesforce. Having this will ensure that we are able to effectively administer your system and provide an audit trail for you and your team of our work.
How can I cost justify this?
You were attracted to Salesforce because of the power and flexibility of the platform as well as the 10 free user licenses provided by the Salesforce Foundation. However, Salesforce is not free nor should you think that it is. Maintenance and support of your key constituent and donor database is critical. The cost of maintaining an unhealthy system will far outweigh the costs of an annual support license from a knowledgeable resource like Fortafy. Our goal is to make to make this as cost-effective and as easy as possible so that you realize the value immediately.
Can you help with me with other technologies or applications?

Fortafy was designed to provide virtual database administration to support your organization.  We recognize, however, that a nonprofit’s technology stack spans broader then their donor database. We have experience in a variety of technologies, including WordPress, Drupal and email marketing systems like Constant Contact and Campaign Monitor. Talk to your ViSA about what you’re wanting to do and we’ll work with you to scope the work and provide a project estimate or refer you to one of our trusted partners.

What if I need more than two or three imports per month?
We have established a limit of 2 imports for our Essential Admin plan and 3 imports for our Advanced plan because data imports can sometimes be a time-intensive process involving a lot of data transformation or cleanup. However, depending upon the dataset, we can oftentimes accommodate additional requests. For more complex needs, talk to your ViSA and we will provide an estimate for the work.
Can I talk with someone on the phone?

Fortafy provides a Customer Support Portal in order to capture communications between you and your ViSA. This provides an audit trail and helps ensure continuity of service. It also helps should your ViSA require some support to address your ticket. When phone conversations are needed, we have provided “Ask Me Anything” hours in both plans that are hosted through a web conferencing solution.