Absolutely. We start with a no-obligation consultation to understand your unique challenges, workflows, and goals. We'll help you determine if Salesforce is the right solution for your needs and budget. If it is, we'll outline clear next steps to get you started. If we discover Salesforce isn't the best fit, we're happy to recommend alternative solutions that might better serve your organization. Our priority is finding the right tool for your success, even if that means pointing you in a different direction.

Yes, we support organizations of all sizes, but we specialize in affordable solutions for nonprofits and small businesses. We're here to help you with your Salesforce needs, no matter the size of your organization.

Welcome to the Salesforce ecosystem! We recommend starting with a complimentary consultation where we can understand your specific needs and goals. From there, we'll create a tailored plan that fits your organization's unique requirements and budget.

Schedule a free consultation here or reach out to us to start a conversation.

That's absolutely true! Salesforce provides 10 free licenses to qualifying nonprofits and educational institutions. If your organization needs 10 or fewer licenses, you can access the world's #1 CRM without paying for licenses.

We often say Salesforce is "free like a puppy." While the licenses may cost nothing, there's still an investment to consider. Salesforce is powerful because of its customizability, but this also makes it complex to set up properly. You will likely need someone with Salesforce expertise to implement your Salesforce platform. Most organizations need Salesforce expertise for implementation and ongoing maintenance to ensure you're getting the most value from the platform.

These implementation and support costs should be factored into your decision when choosing Salesforce for your nonprofit or educational institution. However, the long-term benefits of a properly configured system typically far outweigh these investments.

We meet you where you are. Whether you're starting from scratch or exploring Salesforce for the first time, we'll help you set things up in a way that feels manageable and makes sense for your mission.

For organizations new to Salesforce, we often begin with simplified implementations that address your most pressing needs, then build additional functionality as your team grows comfortable with the system. Our goal is to ensure you get immediate value while developing a foundation that can expand with your organization.

Working with a Salesforce consultant helps you get the most value from your investment while avoiding common pitfalls. Our expertise allows us to implement solutions faster and more effectively than most organizations can manage internally. We bring best practices and help uncover features you might not know exist.

Clients find that the time and frustration saved far outweigh the cost of our services. Plus, we can help you adapt to Salesforce's regular updates and new features, ensuring your system evolves alongside your organization's changing needs.

Whether you're just getting started or looking to optimize your existing setup, having an experienced guide can transform Salesforce from a complex tool into a powerful asset that truly serves your mission and makes your teams more productive with less effort.

Definitely. We’re happy to collaborate with your existing partners, whether it’s your IT person, fundraising consultant, or another Salesforce admin. We’re all working toward the same goals.

Implementation timelines vary based on your specific needs, but most projects take between 4-12 weeks. After we've determined your requirements and outlined the work to be done, we'll create a project timeline that accommodates your team's schedule and priorities.