Ongoing Salesforce Support for Nonprofits and Charities
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Go-live is the beginning, not the end
The organisations that get the most from Salesforce aren't the ones who implemented it best, they are the ones who kept investing in it. Salesforce evolves. Your organisation evolves. Your system needs to evolve too.
Our managed service offering is designed for nonprofits and charities that want a long-term partner, not a consultant who disappears after handover. We stay close, stay across your system, and make sure it keeps working as hard as your team does.
What’s Included
System health checks
Regular reviews of your Salesforce instance to identify anything that needs attention before it becomes a problem.
Training and upskilling
As your team grows and changes, we make sure new staff are trained and existing staff stay confident using the system.
New release support
Salesforce releases three major updates per year. We review each release, assess the impact on your instance, and implement relevant changes.
Ongoing maintenance
Bug fixes, updates, configuration changes and improvements as your organisation's needs evolve.
Strategic advice
Regular check-ins to discuss what's working, what's not, and what's coming. Your Salesforce roadmap stays aligned with your organisational goals.
New Functionality Development
As your organisation evolves, your Salesforce needs to evolve with it. We develop and implement new features and functionality so your system grows alongside your goals rather than holding them back.
Data Support
Clean, accurate data is the foundation of everything Salesforce does well. We provide ongoing assistance with data-related tasks including imports, deduplication, audits and anything else that keeps your records in good shape.
Not sure what level of support you need?
We'll have an honest conversation about what makes sense for your organisation. Some nonprofits need a few hours a month. Others need a dedicated ongoing partner. We'll recommend what's right for you.
Case Studies
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The Alfred Foundation
Collaboration in partnerships.
How we helped The Alfred Foundation build stronger donor relationships more efficiently - a demonstration of the harmonious partnership between The Alfred Foundation, Clara Partners and Ortto.
Resulting in a huge uplift in open and click through rates on their email communications.
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Climate Council
A story of trust and transformation.
The Climate Council faced a legacy of problematic data. A previous Salesforce migration left their regular giving program in disarray, with missed payments and inaccurate records.
Our solution was to get them onto a more reliable payment processor and clean up 5 years worth of data.
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Uniting Vic.Tas
Helping find stability after a difficult CRM journey.
Uniting Vic.Tas invested a lot of time platforming, but processes were broken and data was still unreliable.
How we helped them move from system exhaustion to empowerment - a demonstration of how stabilizing data and simplifying complex processes can restore trust in technology.