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Strategic ongoing support to drive your mission

Our managed services ensure your Salesforce system continues to evolve with your nonprofit’s needs, providing ongoing support, optimizations, and insights that help you focus on what matters most—your mission.

Why managed services?

As nonprofits grow, so do the complexities of managing data, automations, and integrations within Salesforce. Without consistent maintenance and optimization, systems can become inefficient, data can lose integrity, and manual workarounds can emerge. Managed services provide nonprofits with the ongoing support they need to ensure their Salesforce platform stays aligned with their mission, scales with their operations, and delivers the insights necessary to drive impact. With proactive monitoring, strategic planning, and tailored training, managed services ensure that your nonprofit stays ahead of challenges and focuses on what truly matters—advancing your mission.


Our offerings

Strategic Consulting & Planning

Align your Salesforce setup with your organization's goals through regular planning sessions, implementing enhancements that evolve with your nonprofit’s needs.

Proactive Health Checks & System Optimization

We perform regular system health checks, clean up technical debt, and continuously optimize performance to ensure smooth, uninterrupted operations.

Automation & Integration Support

We create, monitor, and maintain automations and integrations, streamlining workflows and enhancing data flow between systems to boost efficiency.

User Support & Training

We provide onboarding, ongoing training sessions, and documentation to ensure your team is empowered to effectively use Salesforce and maximize its capabilities.

Reporting & Analytics

Our team builds, refines, and analyzes custom reports and dashboards, providing actionable insights tailored to your organization’s unique goals and challenges.

Administration, Data Quality, & Compliance

Routine data management, performance monitoring, and security audits keep your Salesforce environment optimized, compliant, and secure.