Salesforce SORTED
We handle Salesforce - You focus on your mission
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 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 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.
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.
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.
Our Services
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Standard Support Plan
£3,000/month
Ideal for businesses needing reliable admin support and smart automation.System administration and maintenance
Admin customisation tasks
Declarative automation (Flows, Process Builder, Workflows)
Email template setup
Report and dashboard configuration
Includes minor enhancements to existing processes – we work with you in good faith to fit these in where possible
Pause or cancel anytime
Weekly meeting
Small scoped projects
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Advanced Development plan
£4,735/month
Everything in the Standard Plan, plus advanced development.Apex programming
UI development (Visualforce, Aura, Lightning Web Components)
Advanced API integrations
Unit testing and test classes
Code deployments
Custom PDF generation
Complex workflow and automation development
Includes small-scale development tasks on a goodwill basis, proportionate to your plan
Pause or cancel anytime
Contact us to discuss your Salesforce requirements.
info@zonprojects.com
07801 437580
Zon Projects Ltd, Blythe Valley, Solihull, B90 8AH
