Salesforce that Supports the Mission — Not the Other Way Around
I help small nonprofits keep Salesforce clean, reliable, and funder-ready with better data, reporting, and lightweight automations.
Salesforce Data Quality & Reporting Sprint
A short, milestone-based engagement to get your data clean, reporting aligned, and leadership confident — without a full rebuild or a long consulting project.
What You Get:
Standardized & cleaned Contact + Opportunity data
Reporting aligned to funders, boards, and program needs
Lightweight data entry standards + SOP
Roadmap with Do Now / Do Next / Do Later priorities
Recorded walkthrough for training & handoff
What It Solves:
“We don’t trust the numbers.”
“Reporting takes too long.”
“Everyone enters things differently.”
“Salesforce works… but only for the Salesforce person.”
Best For Orgs That:
rely on Salesforce for grants, programs, or reporting
don’t have a full-time Salesforce architect or BA
need to prepare for a grant, audit, or board discussion
want improvements without a 6–12 month overhaul
Tempus sed quisque
Interdum convallis curabitur nec mus curabitur aliquam elit proto aliquam vel ligula eget mauris. Imperdiet convallis elit lacinia.