Success Services

Discover your path to success with Success Services

Certified experts, specialists, and resources to help at every stage of your journey.

Certified experts, specialists, and resources to help at every stage of your journey.

Nonprofits and education institutions have unique technology needs. When you work with Success Services, you gain access to:

  • Always-on expertise: learn from the people who know Salesforce best
  • Data-driven insights: plan your strategic roadmap
  • Design-led innovation: create experiences that delight your constituents

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Success Services
"Salesforce helps us stay connected to our most valuable resources—the volunteers, partners, and donors that make what we do possible. " – Ronnie Strickland, CIO, Red Cross

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Service Offerings

Advisory Services Advisory Services offers Customer Success Architects, who have decades of nonprofit or education industry experience and deep Salesforce platform expertise, and Marketing Cloud Advisors who have deep Marketing Cloud expertise. Advisory resources apply their robust knowledge to your organization's priorities, helping you achieve your goals faster.

Customer Success Architects

care"Having a Salesforce CSA on our team has ensured that we make smart, scalable decisions. This partnership has set us up for success as we add more layers of functionality and plan out our digital future." – Stephanie Greene, Sr Director, Product Delivery, CARE USA

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Marketing Cloud Advisors

NAU"I feel very fortunate to have worked with a Marketing Cloud Advisor as a partner in our Salesforce Connected Campus journey and beyond. Every CMO wants a partner that commits to excellence in delivery, which our MCA goes above and beyond at every day, that is truly priceless. I have no doubt we have a best in class partner to take NAU to the next level." -Ashley E. Chitwood, Chief Marketing Office, Northern Arizona University

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Strategic Services

Does speed matter for your implementation? This mission-centric team of consultants focuses on rapidly delivering high impact nonprofit and education solutions based on the latest Salesforce technologies.

Frank Batten School of Leadership and Public Policy"The Strategic Services team from Salesforce delivered the best engagement I have experienced in my 20 years of IT. They listened to our goals, interpreted our asks, and responded with thoughtful, expert advice." - Scott Adams, Director of Information Technology, Frank Batten School of Leadership and Public Policy, University of Virginia

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Premier Success Plans

As a Salesforce customer, you have access to basic online support and training that come with our Standard Success Plan. By upgrading to a Premier Success Plan, you gain access to additional services like best-practice coaching, 24/7 phone support, on-demand admins, success managers, and more.

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Accelerators are quick, personalized sessions that empower your staff with new skills or solve a specific technology challenge. Available with your Premier Success Plan.

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