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
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.
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
Virtual AdministrationLeverage a virtual administrator to maintain a healthy system.
- Page layouts, views
- Custom field & object creation
- Ad-hoc reports and dashboards
- User & Profile management
- Salesforce updates and releases
- Salesforce App updates
- Manage and store backups
- Troubleshoot user issues
- Deduplication for Accounts & Contacts
- Up to 2 data imports per month
- 30 minutes per month of “Ask an Expert” support
Questions You Might Have
How do you maintain the security and privacy of my data.
What if I need more work than just basic administration?
Will I need to get another Salesforce license?
How can I cost justify this?
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?
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.