Your Salesforce Admin, Without the Full-Time Hire

Ongoing Salesforce administration and support for businesses and nonprofits that rely on Salesforce every day — but don’t have anyone who owns it.

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Why Teams Use Us

We provide ongoing Salesforce operations for organizations where reliable data and reporting are critical and no one internally owns Salesforce day to day.

Ongoing Salesforce Ownership

Salesforce is not just a tool. It becomes infrastructure. We serve as the owner of Salesforce for organizations without a full time administrator, keeping the system reliable, documented, and maintained month to month.

Built for Reporting You Can Stand Behind

Whether you answer to leadership, a board, or funders, reporting accuracy matters. Our work centers on clean data and dependable reporting structures so your numbers are ready when someone asks — without last-minute stress.

Standardized, Not Custom

We use proven data models and reporting frameworks rather than one off custom builds. This keeps Salesforce easier to maintain, easier to train on, and less fragile as teams and priorities change.

Predictable, Retainer Based Support

Our services are delivered through monthly retainers, not projects. This gives teams consistent support, predictable costs, and a Salesforce system that improves over time instead of breaking with each change.

What Reliable Salesforce Operations Make Possible

When Salesforce is owned and maintained properly, teams gain clarity, consistency, and confidence in their data.

Sleek laptop showcasing data analytics and graphs on the screen in a bright room.

Visibility Into the Work That Matters

See accurate records, activity, and progress in one place — whether that’s a sales pipeline, client services, or program outcomes. Clear dashboards reduce manual tracking and make it easier to answer questions from leadership without pulling data from spreadsheets.

Consistent Processes and Follow Through

Standardized workflows ensure intake, follow-up, and key steps are tracked the same way across your team. Nothing gets missed because processes are built into Salesforce rather than living in someone’s head.

A close-up of a hand with a pen analyzing data on colorful bar and line charts on paper.

Reporting You Can Trust

Reliable data leads to reliable reports. When Salesforce is maintained and monitored, teams can spot trends, prepare reports for leadership, boards, or funders, and make decisions based on numbers they trust.

What Ongoing Salesforce Support Looks Like

Three diverse professionals working and smiling at office desks, fostering teamwork and collaboration.

Most teams already have enough complexity in their daily operations. Salesforce should reduce that burden, not add to it.

We work alongside your team to keep Salesforce reliable and usable day to day. That means processes work the same way for everyone, your data stays clean, and reporting is ready when leadership, a board, or a funder asks for it.

Instead of relying on one overwhelmed staff member or scrambling before deadlines, you have consistent Salesforce ownership and support. The system improves steadily over time, without large projects or disruptive rebuilds.

This approach is designed for small to mid-sized organizations — businesses and nonprofits alike — that need dependable Salesforce operations without the overhead of hiring a full-time administrator.

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ONGOING SALESFORCE SUPPORT ON A MONTHLY RETAINER

Reliable Salesforce Operations, Clean Data, and Reporting You Can Trust

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Who We Work With

Our services are built for organizations that depend on Salesforce for day-to-day operations and reporting — but don’t have a dedicated administrator.

For Small Businesses and Growing Teams

Salesforce supports your pipeline, customer records, and operations. We keep these processes consistent and your data dependable as your team and priorities grow.

For Nonprofits and Mission-Driven Organizations

From donor management and NPSP to program tracking and grant reporting, we help nonprofits keep Salesforce stable, auditable, and ready for funder requirements.

For Teams Without a Salesforce Admin

Instead of relying on one overextended staff member, your organization gets steady Salesforce ownership and support that improves the system month to month.

What Clients Say

We are incredibly happy with the time, energy, and work that Ryan put in. Salesforce is a monster of a platform and certainly can be overwhelming. Having someone like Ryan who has the experience of working with nonprofits as well as being involved with Salesforce made the project easily digestible the entire time. We even received training as a team at the end as well as a recorded link so that our board members and future team members could have access to it.
We will most likely work with Ryan in the future as we continue to implement more components with Salesforce.

Matthew McDonell
Next 18

Ryan has been instrumental in supporting multiple nonprofit CRM efforts that I’ve put over to him. I haven’t met anyone as passionate about supporting this particular blind spot when it comes to nonprofits as Ryan. He knows how to ask the exact right questions to help with designing and laying out the CRM for productive usage. He’s also extremely organized, from project management to coordination. I plan to work with Ryan on many nonprofit projects now and in the future. Extremely valuable resource.

Darol Lucas
Single Fathers Network

We’re grateful for Ryan’s Salesforce expertise and guidance with Brighter View Foundation. He helped us implement Nonprofit Success Pack (NPSP), including donation management, customized member tracking, and fundraising integrations. His professionalism and knowledge made the process seamless, allowing our team to spend less time on admin and more time serving families and individuals with intellectual and developmental disabilities (IDD). Excited to see the impact these tools will have on our mission!

Darryl Johnson
Brighter View Foundation

Ryan was great at guiding me step-by-step navigating Salesforce to implement changes to our structure, customizations, reports, and automations. We worked through an ongoing list of pain-points my team was experiencing and he provided a written reference guide at the conclusion of each meeting documenting the processes.

Holly Michelin
Grow & Lead

Ready for Salesforce Support You Can Count On?

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