As Salesforce provides 10 free licenses for Nonprofit Organizations, earlier many nonprofits simply used Salesforce NPSP (Nonprofit Success Pack) as a lightweight CRM for donor and constituent management. But now, there’s a bigger shift toward Nonprofit Cloud, which provides more reasons for Nonprofit organizations in a more integrated solution that includes fundraising, program management, grant-making, and outcome tracking. Salesforce Consulting Partners like Zivoke help digitize Nonprofit organizations to make full use of the robust Salesforce platform.
Nonprofit organizations have light budgets to adhere to, limited staff, reliance on technology for donor management, fundraising and program delivery. Most of the Nonprofits require help on Salesforce in an ongoing basis. But they don’t opt it thinking a Salesforce Partner would charge a lot for such a service. Here is where a Salesforce Partner like Zivoke comes into picture. With Flexible Managed Support services for SMB/Mid Market/Enterprise customers, Zivoke provides 24/7 support at a lower cost.
Challenges Nonprofits Face When Managing Salesforce Internally
1. Limited Admin or Technical Resources
Most nonprofits operate with lean budgets and cannot afford full-time Salesforce administrators. Many rely on part-time staff or volunteers, leading to inconsistent system management.
2. Increasing Complexity Over Time
As nonprofits scale, they add new workflows, programs, and integrations. Without consistent optimization, the system becomes cluttered, slow, and confusing for users.
3. Knowledge & Training Gaps
High staff turnover means mission-critical Salesforce knowledge is often lost. New staff rarely receive proper Salesforce onboarding or training.
4. Data Quality Issues
Duplicates, incomplete data, and inconsistent entry create major reporting challenges. Donors today expect personalized communication — which requires clean, reliable data.
5. Security & Compliance Risks Donor and beneficiary information is sensitive. A misconfigured permission set or lack of security audits can lead to compliance failures and vulnerabilities.
What Are Salesforce Managed Support Services that Zivoke provides?
Managed Support Services provided for nonprofits by Zivoke’s certified Salesforce experts would include but not limited to:
- Daily admin tasks
- Enhancements & automation
- Workflow optimization
- Data cleanup
- User support & helpdesk
- New feature rollouts
- Health checks & system audits
- Security reviews
- Integration maintenance
Instead of hiring or training in-house staff, nonprofits get flexible, on-demand support at a predictable cost.
Why Nonprofits Specifically Benefit from Managed Support
1. A Cost-Effective Alternative to Hiring Staff
A full-time Salesforce admin can be expensive. Managed services offer a more affordable option, often at a fraction of the cost, with access to a broader talent pool.
2. Access to Certified Experts
Nonprofits get immediate access to specialists in NPSP, Nonprofit Cloud, automation, integrations, analytics, and security. This eliminates dependence on a single admin with limited expertise.
3. Improved Donor & Program Management
Experts can streamline donor journeys, automate follow-ups, set up recurring giving, improve grant tracking, and create dashboards that highlight program impact.
4. Increased User Adoption
With regular user training, onboarding support, and quick technical assistance, staff are more confident using Salesforce — leading to better productivity.
5. Continuous Optimization
Salesforce releases updates three times a year. Managed services ensure the org stays current, avoids technical debt, and evolves with the nonprofit’s needs.
6. Better Data Quality
Managed services teams monitor data hygiene, remove duplicates, apply validation rules, and ensure reports reflect accurate, real-time insights.
7. Enhanced Security & Compliance
Regular permission audits, field security checks, and data backup strategies keep donor and program participant information protected.
8. Scalability as the Organization Grows
Whether it's adding new fundraising channels, integrating marketing tools, or expanding programs, managed services help nonprofits scale without system breakdowns.
Conclusion
Salesforce is a powerful platform that can transform how nonprofits raise funds, deliver programs, and measure impact. But to truly unlock its potential, organizations need consistent, expert support. Managed Support Services from Zivoke offer an affordable, scalable and efficient way for nonprofits to keep their Salesforce org healthy, secure and
aligned with their mission.
By partnering with the right managed services provider, nonprofits can focus on what they do best, while leaving the technical complexity of Salesforce to trusted experts.
