Here are my most requested services. You can also contact me to discuss your specific needs.
Salesforce Advisory Consulting
Are you having trouble figuring out how to solve some business or technical problems? Need help with technology governance models and processes? Not sure how to plan out your technology roadmap?
This service gives you direct access to my expertise. Basically, I’ll be your go-to guy for all things Salesforce.
This is helpful when you need
- help developing strategies to solve your problems
- advise and develop technology governance models and processes
- someone to guide and validate your architecture roadmaps
- the create standards and related processes
- to provide release management oversight
- advise on data migration strategies
- advise on middleware solutions
You’ll also have unlimited 24/7 access to me via Slack and email, so you can reach out whenever have questions.
Salesforce Project Oversight
Are you working on a Salesforce implementation but need additional guidance to make sure everything is on track?
With this service, I’ll essentially act as your personal advisor and overseer for your implementation team. I’ll help you
- design custom solutions
- provide architectural, solution and technical oversight
- review your business processes
- share my expertise on best practices and common pitfalls
- advise your development team
- host workshops and provide application training
It’s like having a personal Salesforce coach on your team. I’ll make sure your team is on the right track and course-correct if needed.
All this is managed through a straightforward monthly engagement. The minimum level of engagement is $10,000 USD / month.
Salesforce Project Implementation for Nonprofits
If you need a more hands-on approach, I can configure everything your nonprofit needs to be not just operational, but efficient. This including configuring
- the Salesforce platform with the Nonprofit Success Pack (NPSP) or Nonprofit Cloud (NPC)
- contacts, organizations and affiliations
- opportunities (donations, memberships, grants)
- campaigns (marketing, events and appeals)
- programs and services
- volunteering
- tracking activities
- document management
- reporting and dashboards
Additional options include
- mass emailing
- donation forms
- payment processing
- self-serve portal or website integration
- invoicing and document generation
- tax receipting
- data migration
This type of engagement is project-based with a goal-oriented focus.
If you’re not sure where to start, a consulting call will help determine your next steps.