Salesforce Admin SERVICES

FOR ‘Not for Profits’

why outsource salesforce?

Free your team to focus on impact — we'll handle your Salesforce system

We specialise in providing outsourced Salesforce administration and system management tailored for Not-for-Profit and Membership-based organisations. With over 15 years of experience on the platform, we understand the unique needs, pressures, and goals of mission-driven teams.

What We Offer:

  • End-to-end Salesforce administration — from data management and automation to reporting and user support.

  • Integration management — we maintain and optimise your connected platforms like email, donation tools, member portals, and finance systems.

  • Fixed-rate packages — clear, predictable pricing that covers all your system needs without hidden costs or surprises.

Why Choose Us?

  • ✅ Trusted by Not-for-Profits and Membership organisations across the UK

  • ✅ Responsive, reliable, and easy to work with

  • ✅ No more relying on volunteers or juggling freelancers

  • ✅ Strategic insight to help you get more from your system

Let us become your dedicated Salesforce partner — so your team can stay focused on fundraising, community, and delivering real-world change.

case study

Transforming Data Processing for a UK Charity
A UK-based charity supporting vulnerable communities faced a significant challenge: managing thousands of incoming calls and collecting detailed user stories. These stories, often lengthy and complex, needed to be categorised into a predefined list of two-word categories (aligned with NHS standards) to generate meaningful reports for funders.

The Solution

We stepped in to create an AI-powered automation solution using ChatGPT. Here’s how we did it:

  1. Automated Story Analysis: We integrated ChatGPT to read and analyse the user stories.

  2. Intelligent Categorisation: The AI was trained to identify key themes and assign the appropriate two-word category from the approved NHS list.

  3. Seamless Integration: The solution was designed to work seamlessly with the charity’s existing Salesforce system, ensuring minimal disruption to their workflow.

on demand help desk

Respond to User requests for urgent and non-urgent tasks and keep them informed of progress and a fix.

customise fields

Add new fields as required or edit current fields and also archive old unused fields.

Add automations

Create Salesforce Flows and manage email alerts or field updates

data integrity

Manage a regular backup of data. Review duplicates and also advise of compliance of data.

design process

Work with your team to design any new processes and to create the environment to support.

reporting

We understand the importance of good reporting from your system as this allows you to make informed decisions for your Organisations. However, we know that Users can find creating the right reports very challenging. Therefore, we will create all of yoru required reports and dashboards from your Salesforce data.

AND the rest

This is just a subset of all the tasks we undertake. In essence, anything related to Salesforce, be it a customisation or an added app, or an integration to your website, Accounts system, or HR, we will support.

Please get in touch for an exploratory chat!

train users

Help Users understand new and existing processes with support on online calls and use of custom training videos.

Simple, Fixed Monthly Pricing – Just Like Hiring a Team Member

We charge a fixed monthly fee, so working with us is just like adding a team member to your payroll — but without the overhead. You’ll always know what your Salesforce support will cost, with no surprises. And if at any point you decide the service isn’t right for you, you’re free to stop — no long-term commitment.

Over the years, we’ve found that this approach gives our clients peace of mind. You won’t need to worry about how much it will cost every time you ask us to do something. We take on the risk of variable workload — as long as it falls within the scope of what you'd expect a full-time Salesforce admin to handle, it's covered.

In the unlikely event that your workload becomes unusually high, we’ll raise it with you in our regular weekly catch-up. We’ll always work with you to find a practical solution.

For larger, one-off projects — like integrating Salesforce with Xero — we’ll scope the work separately and clearly outline any additional costs. There’s no obligation, and you’ll always have full control before anything goes ahead.

Contact us to discuss your Salesforce requirements.

info@zonprojects.com
07801 437580

Zon Projects Ltd, Blythe Valley, Solihull, B90 8AH