Salesforce consulting that works like part of your team.

Problems we fix

What we hear most, and what we do about it

Most teams we meet are dealing with at least one of these. None of them mean Salesforce was the wrong choice.

A system that slows you down

• Slow pages and surprise errors

  Years of old behind-the-scenes rules pile up on top of each other. Pages load slowly, saving drags, and errors show up at the worst times, often during your busiest weeks.

  How we fix it: We untangle and replace the old rules with modern, well-organized ones, so pages open fast and saving just works.

  Cleanup and rescue →

• Spreadsheets on the side

  When reports are hard to use or can't do the math people need, staff export to Excel or Google Sheets. Soon there are copies everywhere, nobody knows which one is right, and sensitive information leaves Salesforce.

  How we fix it: We build the views and reports your team actually needs inside Salesforce, so the spreadsheets are no longer necessary.

  Ask Salesforce questions with Hank →

• Tools that don't talk to each other

  Event platforms, payment tools, phone systems, and accounting software often sit apart from Salesforce. Staff enter the same information twice, and the numbers never quite match.

  How we fix it: We connect your tools so information flows both ways automatically, with one place to look for the truth.

Information you can't trust

• The same person, entered three times

  Web forms, event sign-ups, and busy registration seasons create duplicate people and organizations. Reports get less accurate, and people receive the same letter twice.

  How we fix it: We clean up the duplicates you have and set up rules that stop new ones at the door.

• No shared way of entering things

  Without clear naming and consistent fields for organizations, households, and campaigns, records end up incomplete, lists are hard to pull, and reports can't be trusted.

  How we fix it: We agree on simple standards with your team and build them into Salesforce, so doing it the right way is also the easy way.

• Too many people can see too much

  Broad access settings from years ago often let staff see sensitive details about donors, volunteers, or the people you serve that they don't need for their work.

  How we fix it: We review who can see what and set access by role, so each person sees only what they should.

A system people avoid

• Cluttered, confusing screens

  Pages packed with dozens of unneeded fields confuse occasional users, slow down data entry, and make simple tasks feel hard.

  How we fix it: We simplify each screen around the job people are doing, so the right fields are front and center and the rest get out of the way.

• Reports only a few people can build

  Leadership dashboards look great, but most staff can't build a report or find the answer they need, and training never quite sticks.

  How we fix it: We build a clear set of reports and dashboards, train your team, and, if you like, add Hank so anyone can ask Salesforce a question in plain English.

  Meet Hank →

• Hard to use in the field

  Standard mobile screens don't fit real field work, like larger text for older volunteers or signing waivers where there's no cell signal.

  How we fix it: We design mobile and offline tools around the people using them, including check-ins and waivers that work without internet.

Real work

Recent work