We offer a full spectrum of Salesforce support, tailored to meet your needs:

Salesforce Administration

• User management, security, and permission setup

• Reports, dashboards, and automation

• Day-to-day system maintenance

• Data hygiene, deduplication, and imports

Salesforce Integration & Automation

• Integrating Salesforce with email marketing tools (Mailchimp, Campaign Monitor, Ortto, etc.)

• Connecting forms, surveys, EDM and donation platforms directly to your CRM

• Automating supporter journeys and communication workflows

• Syncing data across platforms to maintain a single source of truth

Salesforce Strategy & Design

• Solution architecture and roadmap planning

• Discovery and documentation of your business processes

• Redesigning or extending your Salesforce instance to match your evolving needs

• Support for product and program design using Salesforce as a platform

Choose the level of support that suits your organisation:

Support Blocks

Buy a block of hours (minimum 8 hours) to use as needed—ideal for projects, fixes, or internal capacity boosts.

Ad Hoc Support

Need something sorted quickly? We can jump in to resolve issues, add new features, or provide expert advice.

Instantly book a session and start now.

Ongoing Retainer Support

For consistent, reliable access to a Salesforce expert. We act as an extension of your team, helping you grow and improve over time.

Role Back-Fill

Temporary coverage for key Salesforce roles—ideal for staff leave, recruitment gaps, or unexpected absences. We ensure continuity and maintain momentum across your systems and projects.

We Can Help With:

• New Salesforce Implementations

• Updating legacy or underused systems

• Improving user adoption and data quality

• System audits and cleanup

• Integrations with other platforms (email, finance, events, etc.)

• Strategic support for teams scaling up or shifting their service model

• Training and Support