Managed Services
Salesforce nonprofit features, constituents engagement, and your nonprofit organization are constantly evolving over time and it can be challenging to keep up and stay ahead. With our Managed Services Program, you can get an experienced and passionate Salesforce Partner to manage and maintain your Salesforce Nonprofit Implementation so you can spend more time driving your organization and mission.
5 Key Benefits
#1 Enhanced Expertise and Support
Our Managed Services provide access to a team of highly skilled and experienced professionals who specialize in managing and optimizing Salesforce Nonprofit Cloud/Nonprofit Success Pack implementations.
Our experts have in-depth knowledge of the platform and can provide ongoing support, troubleshooting, and guidance. This ensures that you receive top-notch assistance and can leverage the full potential of your Salesforce Nonprofit Cloud and NPSP implementation and specific needs.
#3 Customized Solution Tailored to Business Requirements
We work closely with your organization to understand their specific requirements and tailor your Salesforce accordingly.
Our team of experts can set-up new implementations at the customers’ request.
We help you by customizing workflows & automations, developing new functionalities, and integrating third-party applications to align Salesforce with the unique processes and goals. This customization ensures that the Salesforce org becomes a powerful tool that drives productivity, efficiency, and growth.
#5 Cost Savings and Scalability
Managed Services for Salesforce org can offer cost savings in multiple ways.
Firstly, you can avoid the need to hire and train in-house Salesforce administrators, which can be a significant investment.
Secondly, by optimizing the Salesforce org and streamlining processes, we can help reduce inefficiencies and improve productivity, user-adoption, and leading to cost-savings in the long run.
Additionally, Managed Services can scale with your needs, ensuring that the Salesforce org remains flexible and adaptable as the organization grows or undergoes changes.
#2 Proactive Monitoring and Strategic Guidance
At DTG we are working with many nonprofits across North America that use Salesforce nonprofit solutions to achieve their goals. We understand the organizational needs, constraints & challenges.
Our Managed Services experts will analyze your Salesforce Org health and proactively suggest any improvements, quick wins, or best practices to you, so you can rest assured and run your organization with the best Salesforce set-up and high user adoption.
#4 Regular Updates and Optimization
Salesforce releases regular updates and introduces new features to enhance the platform's capabilities. We keep up with these updates and ensure that your Salesforce org is always running on the latest features. We will also assess the impact of new features on the organization's processes and implement them strategically. This proactive approach helps you to stay ahead of the curve and take advantage of the latest innovations in the Salesforce ecosystem.
What is included?
Regular Salesforce Admin tasks
Data Management (Imports & exports, data cleansing, deduplication management, etc.)
Creating Reports & Dashboards
Improve and create Automations and Processes
System Maintenance, Security, and Health Checks
Configuration tasks (new fields, objects, page layouts, etc.)
3rd party App installations
Advising on your Salesforce strategy
Training and supporting User-Adoption
Troubleshooting ad-hoc issues and requests
Supporting Best-Practise Salesforce usage and design
Unlimited access via DTG Service Management Portal
for Salesforce Nonprofit Cloud (NPC) or Nonprofit Success Pack (NPSP)
Starting at 10 hours per month (or flexible based on your needs)