Scaling Success with Salesforce Managed Services

Launching Salesforce is only the first step — sustaining and expanding its value takes the right support. For organizations like ECU Health, Parkinson’s Foundation, and Zero to Three, managed services became the bridge between go-live and lasting success. When budget constraints or lean teams made it difficult to hire dedicated admins, managed services provided mentorship, strategic guidance, and ongoing expertise to keep innovation on track and aligned with mission impact.

In this 45-minute session, you’ll hear how organizations are using managed services to:

• Build independence and confidence with Salesforce through hands-on mentorship and ongoing strategic support.

• Improve fundraising outcomes with stronger tracking of recurring gifts, better fund allocation, and more accurate reporting.

• Tackle the complexities of managing data and portfolios across multiple programs — from health systems to higher-ed foundations.

Speakers:

• Dana Everett, ECU Health Foundation (ecuhealthfoundation.org)

• Quinn Kaiser, ZERO TO THREE (zerotothree.org)

• Adolfo Diaz, Parkinson’s Foundation (parkinson.org)

Whether you’re just coming out of implementation or looking to get more from an established Salesforce org, you’ll leave with practical advice on making managed services a cornerstone of growth.

📅 Reserve your seat and learn how to turn go-live into ongoing success.