Salesforce Managed Services for Nonprofits
Let us manage Salesforce while you expand your collective impact.
Systep’s Managed Services packages for nonprofits provide Salesforce administration at a fixed monthly cost, with specified levels of service.
Our support packages include general administration, consulting and development services all at a discounted rate relative to typical consultancies.
Get the Salesforce Managed Services Pricing Guide for Nonprofits
Instantly compare Salesforce managed service plans, pricing, SLAs and everything included.
What's inside?
- Pricing for every Managed Service package
- Side-by-side package comparison
- SLA response times
- Features vailable at every tier
- Client results & testimonials
How Systep Supports Nonprofits
Our services cover a comprehensive set of activities from user management, customisation, process development, reporting, package implementation and ensuring optimum performance of the Salesforce system at a fixed monthly cost with specified levels of service.
Systep's Managed Services for Nonprofits is a tailored package solution to getting the most from your Salesforce® implementation and allows for:
- Cost savings by not having a part or full-time Salesforce administrator
- Efficient onboarding with Client and User Guides provided
- A high level of professionalism, diligence and timeliness to SLAs
- Salesforce Administration, Training or Development using the package hours
- Implementation, optimisation and ongoing support for Salesforce Agentforce and AI
- Affordable, fixed monthly packages with low minimum hours
- Access to certified Salesforce professionals
Cost Effective Salesforce Support
Our packages are the most cost effective way to support your Salesforce system — your team stays focused on your mission, without the overhead of an in-house Salesforce administrator or the expensive daily rates charged for ad-hoc help.
Whether it's administration, training, development or strategic consultancy, it's all included.
Consultancy Expertise
You will be provided with a dedicated support consultant that will be on hand to meet with you regularly, provide best practice guidance, help build your roadmap, design solutions and allocate the right resources to deliver them.
Your Salesforce® system will be maintained by UK based certified administrators and developers which will provide business continuity independent of any internal IT staff you may have.
Strategic Assessment
To ensure you get the most out of your Salesforce® investment, our team will carry out a strategic assessment of your current implementation.
Our consultants will document details about your business and current Salesforce® operations to enable us to fully support your organisation now and in the future.
Service Level Agreement
Our Nonprofit managed service packages include SLAs with specified actions, response times and remedies.
With response times defined from the outset, nothing sits unanswered — issues are prioritised and actioned within agreed timescales.
Salesforce Health Check
Our packages provides automatic inclusion in our Health Check program with periodic maintenance based on Salesforce® best practice checklists.
Recording and documentation
Our consultants provide professional recording and documentation of all system changes.
Features and Benefits
Nonprofit Support Packages
Outsource your Salesforce administration with flexible support packages tailored to the unique needs and goals of your nonprofit organisation.
- Efficient Onboarding led by us
- Client & User Guides provided
- Monthly Performance & Usage reports
| Package features | Foundation | Most popularGrowth | Scale | Summit |
|---|---|---|---|---|
| Best for | Small nonprofits | Growing nonprofits | Scaling nonprofits | Enterprise nonprofit teams |
| Salesforce administration | ||||
| NPSP & Nonprofit Cloud expertise | ||||
| Custom development & automation | ||||
| Salesforce release management | ||||
| Continuous improvements | ||||
| Strategic architecture review | — | |||
| AI & Agentforce support | Add-on | Add-on | ||
| Org health review | Annually | Quarterly | Monthly | Monthly |
| First response SLA | < 120 min | < 90 min | < 60 min | < 60 min |
| Dedicated monthly capacity | 5 hours | 10 hours | 20 hours | 40+ hours |
Foundation
Growth
Scale
Summit
What Our Customers Say
We're proud to support charities and nonprofit organisations in making a greater impact with Salesforce. Read what our customers have to say about working with Systep and how we've helped them achieve their goals.
"A trusted extension of our own team."
The team integrated seamlessly into our processes. What stands out most is their transparency and commercial awareness.
The Royal Society of Arts
"As a charity this is a real bonus."
They look to provide long term, cost effective solutions that could save us money. I would happily recommend them.
The Diana Award
"Highly recommend."
“The work produced was fantastic and the journey working with Systep was top notch.
Frontline
How it works
With Systep managed service packages, you can outsource Salesforce administration in four simple steps.
Get the Salesforce Managed Services Pricing Guide
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Salesforce Managed Services for nonprofits provide ongoing Salesforce administration, support, development and strategic guidance through a predictable monthly subscription. Instead of employing a full-time Salesforce Administrator, your charity gains access to a team of certified Salesforce consultants who can manage everything from user support and reporting to automation, integrations and platform improvements.
Managed Services ensure your Salesforce environment continues to evolve as your organisation grows, helping you maximise your investment while allowing your team to focus on delivering impact.
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Many charities find that hiring a full-time Salesforce Administrator is difficult and expensive, particularly when they only require a few days of support each month.
A managed service gives you:
Access to multiple Salesforce specialists instead of a single employee
Expertise across administration, development, architecture and reporting
Predictable monthly costs
Ongoing strategic advice
Cover during holidays and staff absence
Faster response times through agreed SLAs
This approach often delivers greater value while reducing organisational risk.
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What does a Salesforce Managed Service include?
Systep nonprofit Salesforce Managed Services include:
Salesforce administration
User management
Permission and security updates
Reports and dashboards
Flow automation
Agentforce and AI
Apex development
Integration support
Data cleansing and deduplication
Release management
Salesforce Health Checks
User training
Strategic roadmap planning
The exact services are usually tailored around your organisation's priorities.
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Yes.
We support organisations using both Salesforce Nonprofit Success Pack (NPSP) and Salesforce Nonprofit Cloud.
Whether you're maintaining an established NPSP implementation, planning a migration to Nonprofit Cloud, or already operating on the new platform, our consultants can provide administration, optimisation, development and strategic advice.
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Absolutely.
Many charities are currently reviewing whether and when to migrate from NPSP to Salesforce Nonprofit Cloud. We help organisations assess whether migration is appropriate, create a migration roadmap, prepare data, rebuild automations where required and provide post-migration support.
Our goal is to ensure the transition is smooth while minimising disruption for fundraising, programmes and day-to-day operations.
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Yes.
We regularly help nonprofit fundraising teams improve donor management, campaign tracking, Gift Aid processes, supporter journeys, reporting and fundraising automation.
Whether you're running annual appeals, major donor programmes, grants or corporate partnerships, we can configure Salesforce to better support your fundraising activities.
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Yes.
Managed Services are often more affordable than employing a Salesforce Administrator, making them particularly attractive for small and medium-sized charities.
Many organisations only require a few hours of expert Salesforce support each month, making a flexible monthly package significantly more cost-effective than recruiting internally.
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Yes.
We support Salesforce integrations with finance systems, email marketing platforms, payment providers, websites, fundraising tools and other third-party applications.
We can also troubleshoot existing integrations and recommend improvements where needed.
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Nonprofit Cloud
For organisations requiring more advanced functionality, Salesforce Nonprofit Cloud builds on the Salesforce platform with purpose-built capabilities for fundraising, programme management, case management, grantmaking, outcome tracking and impact measurement.
Built on Salesforce's latest industry architecture, Nonprofit Cloud also supports AI-powered capabilities, automation, accounting integrations and additional products that can be tailored to your organisation's needs. Eligible nonprofits can receive donated licences through the Power of Us programme, with discounted pricing available for additional users and products.
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Power of Us
Through Salesforce's Power of Us programme, eligible nonprofit organisations can receive 10 donated Salesforce Enterprise Edition licences at no cost. Organisations can typically choose either Sales & Service Cloud Enterprise Edition or Agentforce Nonprofit (formerly Nonprofit Cloud), depending on their requirements.
In addition to donated licences, eligible organisations can access discounted Salesforce products, additional licences, training, AppExchange solutions, consulting services, and nonprofit-focused events and community resources.
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Nonprofit Success Pack (NPSP)
Nonprofit Success Pack (NPSP) is a free collection of managed packages that can be installed on Salesforce Sales Cloud Enterprise Edition. It helps nonprofit organisations manage donors, households, fundraising activities and constituent relationships using Salesforce's traditional nonprofit data model.
NPSP remains fully supported by Salesforce, although it is no longer receiving new feature development. It continues to be an excellent choice for many charities, while organisations looking for Salesforce's latest nonprofit capabilities should consider Nonprofit Cloud.
Whether your organisation delivers programmes and services, advocates for a cause, educates future generations or provides funding to other organisations, NPSP provides a flexible CRM platform to help manage relationships and support your mission.