Strategic Planning
CRM Implementation Consulting
CRM Implementation Consulting
Helping teams assess where they are and where they want to be, then determining the best way to get from here to there.
CRM Implementation Consulting
CRM Implementation Consulting
CRM Implementation Consulting
Providing end-to-end support, from data assessment and cleanup in your legacy system all the way through to a successful go-live in your new platform.
Process Optimization
CRM Implementation Consulting
Process Optimization
Fundraising operations consultation aimed to build team capacity through training and the development of effective processes.
Staff Augmentation
Salesforce Configuration
Process Optimization
Hands-on assistance to support you through a project or a staffing gap.
Salesforce Configuration
Salesforce Configuration
Salesforce Configuration
Assessing your needs and making your investment work for you through profiles, permission sets, page layouts, automations, and more.
Projects
Salesforce Configuration
Salesforce Configuration
Clearly defined lean engagements to meet your needs and get the work done.