How can I help?

Salesforce Implementation

I can assist with setting up a brand new instance and transitioning your current work requirements and user workflows across - while also designing and creating solutions to meet new requirements as possibilities arise with your data now in Salesforce.

NPSP Implementation

NPSP (Nonprofit Success Pack) is a set of features for Salesforce designed by and for nonprofits and community based organizations. These features include a specific focus on fundraising from cultivation/outreach to acknowledgement. Find out more here.

If your organization needs just a bit of general Salesforce Admin support each week as issues arise, I can function as ad-hoc team member. This can include support around report building, data hygiene/maintenance, user training, automation building, etc.

One of the greatest factors I’ve noticed to successful and sustainable Salesforce usage (or any technology usage) is whether or not users feel knowledgable and confident. I can provide one-on-one or team support for ensuring that processes are implemented with consistency which often translates to more accuracy with data. I can also create resource guides and tutorial/help guides both external (system documentation, user cheat sheets, etc) to and built-in to Salesforce (page help, pop up guides, etc).

Organizations’ work and impact evolves over time. This means that the systems they’re using should to. If it’s been a while since since your Salesforce architecture or data model has been updated, I can help lead a renovation to ensure that your Salesforce instance is being truly responsive and matched to your current organizational data and analysis needs.