We provide ongoing administration and support for Salesforce and other CRM platforms to keep systems organized, secure, and easy to use. This includes user and access management, custom fields and layouts, automations, reporting, data cleanup, and documentation. Our focus is on maintaining systems that support day-to-day work and can adapt as needs evolve.

Common use cases include:

• A Salesforce system that needs cleanup, reorganization, or better documentation

• Users struggling with permissions, access, or confusing page layouts

• Manual processes that should be automated (tasks, reminders, workflows)

• Reporting and dashboards that are inaccurate, incomplete, or hard to use

• Ongoing CRM maintenance without in-house Salesforce staff

We help clients manage and connect the tools they rely on every day. This includes troubleshooting, system setup, integrations between platforms, vendor coordination, and documentation. Our goal is to reduce friction, improve reliability, and ensure systems work together in a clear and sustainable way.

Common use cases include:

• Multiple tools that don’t talk to each other

• Frequent system issues or troubleshooting requests

• New tools or platforms that need setup and configuration

• Integrations between CRM, finance, forms, or event systems

• Needing a technical point person to coordinate with vendors

We design and support grants and program workflows from intake through reporting. This includes application management, review and tracking processes, award and payment tracking, reporting, and operational documentation. Our approach supports accuracy, transparency, and alignment across program, finance, and compliance needs.

Common use cases include:

• Managing grant applications, reviews, and awards across spreadsheets or disconnected tools

• Tracking payments, reporting requirements, or grant timelines

• Needing clearer alignment between program, finance, and compliance data

• Improving visibility into grant status and outcomes

• Preparing for audits or reporting cycles

We support the systems and tools that power events, conferences, and convenings. This includes registration and ticketing platforms, CRM integrations, sponsorship tracking, speaker and session management, and post-event reporting. We focus on building systems that reduce manual work and provide visibility before, during, and after events.

Common use cases include:

• Planning an event or conference with complex registration or ticketing needs

• Tracking sponsors, speakers, sessions, and attendees in one system

• Connecting event platforms to CRM or reporting tools

• Reducing manual work before, during, or after an event

• Generating clean post-event reports and insights

We offer reliable administrative and operational support to help clients stay organized and focused. This includes data entry, documentation, inbox or workflow management, process cleanup, and special projects. Our work is detail-oriented, consistent, and designed to take work off your plate.

Common use cases include:

• Backlogs of data entry, documentation, or cleanup work

• Overloaded inboxes or workflows

• Needing consistent administrative support without a full-time hire

• Special projects that require attention to detail

• Freeing up time for higher-priority work