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7 Benefits of Salesforce Managed Services for Nonprofits

by Soapbox Engage on December 05, 2023

Salesforce New Nonprofit Cloud Tips: Contacts vs. Person Accounts

It's incredibly important for nonprofits to leverage technology to streamline their processes and increase their efficiency. Salesforce, a popular customer relationship management (CRM) platform, is one such technology that can help businesses achieve these goals. In fact, Salesforce has been named the #1 CRM provider for seven years in a row.

s your nonprofit strives for excellence, Salesforce implementation is not just a one-time effort but an ongoing journey. That's where Salesforce Managed Services come into play. In this blog, we delve into the core of this invaluable service, uncovering the eight transformative benefits that propel nonprofits toward enhanced productivity, efficiency, and seamless growth.

Table of Contents


What are Salesforce Managed Services?

Salesforce Managed Services refers to the ongoing support and maintenance services provided by a third-party vendor to help organizations effectively manage and optimize their Salesforce environment. These services can range from basic administrative tasks such as user management and data backups to more advanced services such as custom development, integrations, and advanced reporting/analytics.

Salesforce Managed Services providers typically offer a range of service levels and pricing models to suit the needs and budget of different nonprofits. They may provide a dedicated team of Salesforce experts who work closely with their clients to understand their specific requirements and provide tailored solutions to meet their unique organization needs.

Some of the key benefits of Salesforce Managed Services include increased efficiency and productivity, enhanced security and compliance, and improved user adoption. By leveraging the expertise of a third-party provider, nonprofits can free up their internal resources and focus on their core business activities.

Overall, Salesforce Managed Services can be a valuable investment for nonprofits that want to get the most out of their Salesforce platform and ensure that it is well-maintained over time.

7 Benefits of Salesforce Managed Services

Not sure if Salesforce Managed Services are right for your organization? Here are some benefits to consider:

  1. Cost Saving: Salesforce Managed Services offer cost savings for nonprofits by eliminating the need for a full-time Salesforce administrator and providing flexible pricing models that adapt to budget constraints. Streamlined automation can prevent costly errors and contribute to operational efficiency, ensuring that nonprofits can maximize the value of their Salesforce investment. The scalability of external support also allows organizations to grow without the need for additional internal resources.

  2. Streamlined Automation: Without Salesforce Managed Services, you might be unknowingly spending extra time on tasks. Managed services teams can streamline your automation by identifying methods to organize and optimize your workflow. Get a 360 degree view of your organization through custom dashboards, real-time reports, and enhanced data migration. These measures reduce the need for time-consuming manual tasks and enable you to work more productively.

  3. Alignment with Product Updates: Salesforce Managed Services ensure nonprofits stay up to date with product updates by actively monitoring and implementing the latest features and enhancements released by Salesforce. Service providers can perform system updates, keeping the nonprofit's Salesforce environment current and optimized for improved functionality. This proactive approach helps organizations leverage new features promptly, ensuring they stay aligned with the evolving capabilities of the Salesforce platform.

  4. Minimized Security Risk: When managing the financial data of your donors, security is critical. Managed Services providers can identify vulnerabilities early and thoroughly with security checks and minimize the risk of system downtime.

  5. Admin On-Demand: With Salesforce Managed Services, you will have a virtual admin on-demand to answer questions or address unexpected issues. This on-demand assistance ensures that nonprofits can efficiently manage their Salesforce environment, saving time and resources while benefiting from specialized expertise when needed.

  6. Scalability: As nonprofits grow, so do their Salesforce needs. Managed Services provide scalable support, allowing organizations to adjust the level of assistance without the need to hire additional staff. This scalability ensures that nonprofits can efficiently manage their Salesforce environment without overextending their budget.

  7. Compliance Assurance: Salesforce Managed Services can aid nonprofits in compliance by conducting regular security checks, ensuring that donor financial data is managed securely. With continuous monitoring and adherence to industry standards, these services help nonprofits navigate compliance requirements effectively, minimizing risks and providing a secure environment for sensitive information.

Getting Started with Salesforce Managed Services

If you’re convinced that Salesforce Managed Services is the right move for your organization and ready to get started, look no further than Soapbox Engage. Our Salesforce Managed Services provide on-demand strategic consulting, technical support, and Salesforce expertise your team can count on. We have a wide scope of coverage that includes the Nonprofit Cloud, NPSP, third party tools, integrations, and more!

Interested in Salesforce Managed Services but not sure how much support you will be needing? Schedule a chat with us and we can help you select the plan that’s best for your nonprofit’s needs.

Here are three more resources to help you on your Salesforce journey:

 

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