Administrative duties - Is your current admin overwhelmed? Or are you needing to have some projects done that are beyond your current super user? Please see the Part-Time Admin page for information about specific areas of expertise.

Training - Are you new to Salesforce, or have you had turnover? We can help train your new staff members on how to use your system. We also help get new administrators up to speed if they haven't worked with Salesforce before. See our list of standard classes here.

Documentation - Is your Salesforce org complicated? Are permissions unmanageable? Are you unfamiliar with objects are connected? We provide documentation services to help map out your org and take the first step towards getting rid of unnecessary complexity or orphaned elements.

Data cleanup - Do you have many duplicate accounts or contacts? Are your addresses, phone numbers, etc., in many different formats? We offer data cleanup services to help your staff have a much better experience.

Reports/Dashboards - Are you having problems getting the reports you need to tell you how your business is doing? Would you like to have a dashboard that gives you key metrics in one place? Have you tried to make a report but just can't find the correct report type to use as a base? We offer report and dashboard creation services. We can see what you had in an old system and recreate it in Salesforce, or we can create reports based on your current data.

Troubleshooting - Do you have a flow that works about half the time? Are people still entering incorrectly-formatted data when you have validation rules in place? We can help track down the problem and either give you instructions on how to fix it yourself or we can do it.

Consulting - We offer consulting services as well. Our primary experience has been with Service Cloud, but we are also familiar with Sales Cloud, CPQ, Omni-Channel, and other Salesforce features. Please reach out with your questions - we'll let you know if we can help.