Retainer Support
Your Salesforce admin, on call every month.
Most small nonprofits can't justify a full-time Salesforce admin — but still need one. Our monthly retainer gives you a certified professional for fixes, improvements and advice, at a fraction of the cost.
What We Do
What's included in this engagement.
Help when you need it
Send a request by email — questions answered, issues fixed, small changes made.
Steady improvements
A running list of enhancements, worked through each month in order of impact.
Reports & dashboards
New reports for your board, funders and year-end — built and kept accurate.
Data health checks
Regular duplicate clean-up, rollup checks and data quality fixes.
Release & update care
Salesforce releases, NPSP updates and app changes reviewed before they surprise you.
User support & training
New staff onboarded and refreshers for the team — included in your hours.
Process
How the retainer works
Phase 01
Assess
A free health check of your org to find quick wins and risks.
Phase 02
Agree
A monthly block of hours sized to your needs and budget.
Phase 03
Support
Requests handled as they come in, plus planned improvements.
Phase 04
Review
A short monthly summary of what was done and what's next.
Our commitments
What every engagement includes.
Simple promises we keep on every project — big or small.
Ready to get more from Salesforce?
Book a free 30-minute call. No jargon, no pressure — just honest advice and a clear next step.