Service Offerings

Salesforce Needs?

Whether you are looking to implement Salesforce, need some configuration work performed, or may be curious to learn how the platform can benefit your organization: learn why working with an independent consultant can provide more value than working with a large firm.

• Implementation & Configuration
  • Non-Profit Starter Pack
  • Sales Cloud
  • Community Cloud
  • Service Cloud
• Automation: Process Builder & Workflows
• AppExchange Integrations (some favorite integrations below)
  • Skuid UI/UX Development Kit
  • Ebsta Gmail/Outlook Integration
  • Mailchimp Email Marketing
  • Click & Pledge Fundraising & Payment Processing
  • Conga Composer Document Generation
  • GetFeedback Online Surveys
  • Dataloader.io for Importing/Exporting/Deleting Data
• Reports & Dashboards
• Data Cleanup / Migration
• User Profiles & Permissions
• Ongoing Support

      Let’s Talk

Need a Custom App?

Do you feel like the software that your organization uses is somewhat useful, but mostly frustrating?

You need to track your data in a way that’s easy and useful for your organization.

Let’s discuss how amazingly affordable it is to build a custom app that’s perfect for your data and easy for your users.

Learn More

General Software Needs?

• New Software Discovery & Evaluation
• New Software Implementation
• Configuration of Existing Software
• Training for Your Staff: On-Site or Virtual
• Software Integrations
• Data Migration & Cleaning
• Ongoing Support

Let’s Talk