What are Managed Services?
Is managing your CRM too much of a task? Maybe your nonprofit team is small, your task list is long, or you don't have the CRM expertise you need to be successful. Our managed services gives your organization access to a team of CRM experts to solve problems quickly, without internal overhead.
Our service provides on-demand strategic consulting, technical support, and CRM expertise your team can count on. From recent adopters to long-time users, we empower organizations to make the most of their CRM investments.
Optimize, grow, and manage your CRM for maximum impact.
What you can expect
Virtual Admin On-Demand
A trusted CRM expert for system maintenance and strategic guidance.
Optimized System
Your CRM instance, complete with automations to save time, improve cross-team collaboration, and protect your data.
Lower Staffing Costs
We provide the value of an internal CRM admin without the cost of a full-time position.
Performance Analysis
Understand the success and shortcomings of campaigns. We help you refine your strategies for the best results.
Strategy and Roadmapping
Technology is ever-evolving. We stay abreast of the latest product offerings and provide future-oriented optimization.
Flexible Cadence
Organize weekly meetings for support, or touch base monthly. We offer flexible packages to meet your needs and budget.
Scope of coverage
Nonprofit Cloud
NPSP
Pardot
Elevate
Asana
CRM Analytics
Tableau
Third party tools
Integrations
And more!
Packages and offerings
We provide services at a monthly cost in increments of 5 hours, starting at 10 hours per month. What does that look like? Pretty much whatever you need! Many orgs find that 20 hours of Managed Services monthly support is perfect for their needs. Not sure how much support you will be needing? Talk to us and we can help you select a plan.
Managed Services are available in one year contracts (12 continuous months):
Who we serve
Charities
Foundations
Education funds
Schools
Member-based organizations
Associations
Arts organizations
Religious organizations
Advocacy groups
Social services organizations
Highlights about Soapbox Engage
- 21 years serving the nonprofit community
- 16 years providing CRM solutions
- Organizers of worldwide nonprofit tech events
- On-demand CRM experts
- CRM-integrated online engagement apps
- Ongoing free resources and events for the community