Salesforce Services
Every organization’s Salesforce journey is different. Some need help deciding whether Salesforce is still the right fit. Others have a specific problem they’re ready to solve. And many simply need ongoing support to keep Salesforce aligned with their business as it grows and changes.
That’s why I offer three ways to work together: Salesforce Evaluation, Salesforce Projects, and Fractional Salesforce Administration. Whether you’re questioning your investment, planning improvements, or looking for a trusted expert to manage your Salesforce environment, we’ll start with understanding where you are today and what you’re trying to accomplish. The goal is to make better decisions that create more value for your organization.
Salesforce Evaluation
- Salesforce Health Check – Review org for efficiency and security
- Salesforce CRM Evaluation for Non-Profits – Review for making stay or go decisions
- Salesforce CRM Evaluation for Businesses – Review for making stay or go decisions
Salesforce Evaluations are limited engagements intended to decide whether to stay with Salesforce or move to a new CRM tool. Leadership knows the best choice for them, why, and have a roadmap of what to do next.
Salesforce Health Checks are for organizations that want to optimize Salesforce. This includes governance, data and automations.
Turn your priorities into practical improvements.
Once you know what needs to change, let’s build the right solution.
Whether you need automation, better reporting, cleaner data, or a more efficient process, Salesforce Projects help you solve specific business challenges.
Projects are focused engagements designed to create measurable improvements without unnecessary complexity.
Salesforce Fractional Administrative/Managed Services
Fractional Salesforce administration gives your organization access to an experienced Salesforce professional without the cost and commitment of hiring a full-time employee.
Salesforce Continuity Services
- Vacation Salesforce Administration
- Salesforce Maternity Leave Coverage
- Salesforce Parental Leave Coverage
- FMLA Salesforce Administration
- Short and Long Term Disability Leave Administration