Salesforce support for UK small businesses & CHARITIES
Salesforce support for sme’s and charities
Outsourced Salesforce administration and consultancy for small businesses and nonprofits that need Salesforce to just work
How we help Organisations like yours
Every organisation uses Salesforce differently, which is why we don't force you into rigid agency templates. Whether you need a reliable safety net for your IT lead, technical backup for an internal admin, or a complete outsourced CRM department, we tailor our support directly around your day-to-day realities.
The CTO’s Safety Net: Fractional admin support and reliable out-of-hours coverage to take technical headaches directly off your IT leadership's desk.
Tier-2 Admin Backup: Senior escalation support for internal admins who need help with complex workflows, advanced troubleshooting, and custom logic.
Complete Non-Profit Outsource: End-to-end platform care, user management, and seamless website syncs tailored specifically for charities and membership teams.
Everyday SME Edits: Quick, hassle-free updates for page layouts, field creation, picklists, and custom management reports.
Platform Right-Sizing: Strategic guidance and data migration—such as moving from Enterprise down to Pro Suite—to eliminate wasted software budgets.
Integration Fixes: Fast, reliable technical resolution for DocuSign syncs, website lead forms, and custom API connectors.
Get in touch
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(Direct access to senior expertise—no call centres or offshore hand-offs)
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(Deep platform knowledge across commercial SMEs & Non-Profits)
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(A reliable safety net when critical processes break)
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 UK based Not-for-Profits, Membership orgs and SME’s. With over 16 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 SME’s 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.
FAQs
Our Salesforce Admin Left—We Need a Safe Pair of Hands
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The Scenario: You have internal IT or dev teams, but no dedicated CRM specialist to handle the daily platform maintenance.
How We Help: We step in on a flexible, fractional basis (e.g., 2–4 days a month) to handle system updates, react out of hours when things break, and take the administrative headache off your CTO's desk.
We Have an Internal Admin, But Need Senior Escalation Support
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The Scenario: You have a junior or mid-level admin handling day-to-day tickets, but complex integrations or custom logic overwhelm them.
How We Help: We act as your Tier-2 technical safety net. Your admin handles user setups while we tackle complex DocuSign syncs, advanced Flow logic, and architectural fixes.
We Are a Charity Needing 100% Outsourced CRM Management
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The Scenario: You rely on Salesforce to manage service delivery, schools, carers, or members, but cannot justify a full-time £60k/year employee.
How We Help: We act as your complete, end-to-end CRM department—managing everything from user roles and website integrations to compliance and donor reporting at a fraction of the cost.
We Just Need Someone Reliable to Build Reports & Make Edits
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The Scenario: Your system was built years ago, and now you just need fast, sensible tweaks to page layouts, picklists, and management dashboards.
How We Help: No long discovery phases or 50-page proposals. Submit a request to our UK helpdesk and get clean, accurate reports and edits completed promptly.
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:
Automated Story Analysis: We integrated ChatGPT to read and analyse the user stories.
Intelligent Categorisation: The AI was trained to identify key themes and assign the appropriate two-word category from the approved NHS list.
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.
Use the form at the foot of the page to 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
0121 573 0610
07801 437580
Zon Projects Ltd, Blythe Valley, Solihull, B90 8AH
