Salesforce Admin Help & Services for small businesses - On Demand
Certified Salesforce Admin Support for Small Business CRM — Without Full-Time Overhead
Struggling with your Salesforce setup or switching from tools like HubSpot? I help small and midsize businesses simplify and streamline their CRM (Customer Relationship Management) — without hiring full-time or getting stuck in long-term contracts.Whether you're new to Salesforce or frustrated by automation that doesn’t work, I provide fast, flexible admin help tailored to your needs — and budget.CRM shouldn’t be a burden. Let’s make it work for you.
🛠️ Salesforce CRM Services for Small Teams
If you’re overwhelmed by Salesforce setup, tired of “CRM chaos,” or unsure how to improve automation, I can help.I offer on-demand support that’s affordable, flexible, and focused on outcomes — not upsells.
💼 What’s Included:
• Salesforce Setup & Customization
Custom-built CRM architecture that matches your sales, service, or nonprofit workflows.
• Admin-as-a-Service (Monthly or On-Demand)
Affordable support without hiring a full-time admin. Great for startups and lean teams.
• CRM Automation & Flow Optimization
Fix broken automations, streamline lead routing, and stop wasting time on manual tasks.
• Reports, Dashboards & Forecasting
Track the right metrics — without pulling data from three different systems.
• User Training & Team Support
Boost CRM adoption with training that actually sticks (no corporate fluff).
• Data Cleanup & App Integrations
Clean up messy Salesforce orgs and connect tools like HubSpot, Zapier, Pardot, and DocuSign.
• U.S.-Friendly Support Hours
I work with businesses across Pacific and Eastern
💸 Wondering About Salesforce Pricing?
Hiring a full-time Salesforce Admin can cost $90K+ per year — and many small businesses simply don’t need that.My Salesforce pricing is flexible!
If you're comparing the cost of Salesforce support vs. struggling through it alone — I make the choice easy.
🧭 Industries I Help
I specialize in supporting businesses that are overlooked by big firms or oversold by CRM consultants.
Common clients include:
• Real Estate Teams & Brokerages
• Nonprofits (NPSP + donation tracking)
• Healthcare Practices & Clinics
• Cannabis Retailers & Startup Operations
• Hospitality & Event-Based Businesses
• Transportation & Logistics Teams
• Sales & Customer Service Departments
• Marketing Agencies & Creative Firms
• Early-Stage Tech Startups & Solo Founders
Whether you're switching from HubSpot, cleaning up a legacy CRM, or launching Salesforce for the first time, I help you avoid CRM headaches and get back to work.
👋 About Me
I’m a U.S.-based, certified Salesforce Admin with 13+ years of experience helping small and mid-size teams make the most of their Customer Relationship Management systems.
I specialize in:
• Making Salesforce actually work for small businesses
• Simplifying automation
• Explaining technical setups in plain English
• Supporting real people, not corporate departments
If you’re wondering what
📩 Let’s Fix Salesforce (Without the Long Term Commitment)
Your CRM should support your business — not slow it down. If you're ready to clean up Salesforce, integrate with HubSpot, or finally make automation work, let’s chat.👉 Email me now: [email protected]Fast, flexible CRM help for small teams. No Long Term contracts. Just results.
Thank you
Salesforce Admin Help for Real Estate Teams
🏡 Close More Deals with a Smarter, Simpler CRM
On-demand Salesforce support for real estate teams, agents, and brokerages
Tired of chasing leads, broken workflows, and a CRM that doesn’t match the way your agents actually work?
I help real estate teams simplify and streamline Salesforce — with setup, automation, and admin support that’s built around your team, not a one-size-fits-all template.
Whether you're switching from HubSpot or struggling with an outdated Salesforce org, I’ll help you turn your Customer Relationship Management system into a deal-closing machine — without hiring full-time or overpaying for bloated CRM consultants.
🛑 Sound Familiar?
If your team is using Salesforce (or trying to), you’ve probably run into one or more of these:
• Agents not updating pipelines
• Leads falling through the cracks
• Automations that break — or never trigger
• No visibility into what’s happening across the team
• Reports that confuse more than they help
This is where CRM meaning breaks down — and where I come in.
🔧 What I Help Real Estate Teams Fix
From custom automations to reporting clarity, here’s how I make Salesforce work for your day-to-day:
• ⚙️ Lead Routing & Automation That Actually Works
Set up flows based on zip code, property type, or lead source — and make sure they stick.
• 📱 Mobile-Friendly Salesforce for Agents On the Go
Clean layouts, fast loading, and smarter fields for mobile workflows.
• 📊 Dashboards for Pipeline, Forecasting & Team Visibility
Instant insights for managers and brokers — no more chasing updates.
• 🔄 Fix Broken Flows, Junk Data, and Unused Fields
Clean up your CRM clutter so nothing falls through the cracks.
• 🧑🏫 Train Agents & Ops to Use Salesforce Like Pros
Light, repeatable training that improves adoption (without hours of Zoom).
👋 Hi, I’m a Certified Salesforce Admin — with 13+ Years of Experience
I’ve helped dozens of small and midsize real estate teams get more value from their CRM — without hiring full-time or locking into long contracts. Whether you’re starting from scratch or need to clean up a messy CRM, I’ll help you move fast, close more deals, and keep your agents happy.
🧾 Curious about pricing Salesforce or comparing it to HubSpot? I’ll help you navigate what you actually need — and skip the extra costs.
📩 Let’s Talk Salesforce — No Pressure, Just Solutions
If you’re overwhelmed by Salesforce or stuck in CRM limbo, I can help untangle it and make it useful again — fast.
👉 Email me directly: [email protected]
CRM help built for real estate. No long term contracts. No fluff. Just results.
Thank you
🩺 Smarter CRM for Healthcare Teams — Without Hiring Full-Time
Whether you're a private clinic, care provider, or health insurance partner, I help healthcare teams fix, clean up, and optimize Salesforce CRM — without the cost or commitment of hiring full-time staff.
Many teams in healthcare struggle with Salesforce or give up on it entirely. But it’s not the platform that’s broken — it’s the way it was set up.
Let’s get your system running the way your patients, staff, and compliance team need it to work.
❓ Is Salesforce Used in Healthcare?
Yes — and it’s growing fast.
Salesforce Health Cloud is used by providers, insurers, and care coordinators to manage everything from patient journeys to intake automation and post-care follow-ups.
If you're working with UnitedHealthcare, a payer network, or local hospitals, having a CRM that integrates properly can help reduce duplicate effort and improve patient experiences.
But even small practices or community clinics can benefit from a right-sized Salesforce setup — especially when it’s tailored to your workflows.
🧠 What Is CRM in Healthcare?
CRM in healthcare (Customer Relationship Management) means more than tracking customers — it’s about managing patient data, referrals, outreach, and relationships across care cycles.
A well-configured healthcare CRM like Salesforce can help you:
• Track patient or member communications across departments
• Manage appointments, referrals, and follow-ups
• Improve care coordination with better visibility
• Simplify intake and reduce manual entry
• Keep your team aligned — even across locations or roles
🧰 How I Help Healthcare Teams Use Salesforce (and Health Cloud)
I specialize in helping small and midsize healthcare organizations fix what’s not working, automate what should be automatic, and simplify the system so it actually gets used.
✅ Services Include:
• 🔄 Clean Up Disorganized Data & Workflows
Start with a health check — and rebuild what’s broken or abandoned.
• 🤖 Automate Intake, Outreach, and Follow-Ups
Send appointment reminders, patient check-ins, or follow-up tasks — automatically.
• 💡 Simplify Health Cloud or Classic Salesforce Instances
Clean layouts. Clear flows. Better reporting — all tailored to healthcare use cases.
• 📊 Build Dashboards for Ops, Providers, or Insurance Reporting
Show visit history, patient volume, program impact, or payer performance at a glance.
• 🧑🏫 Train Your Team — Without Overwhelming Them
Staff-focused training that works for front desk, care coordinators, and leadership — no jargon.
🏥 Who I Support:
I’ve worked with a range of healthcare-related orgs:
• Private practices and specialty clinics
• Health education nonprofits
• Insurance-adjacent services and partners
• Behavioral health programs
• Allied professionals and admin teams
• Organizations that work with UnitedHealthcare and other major payers
👋 About Me
I’m a certified Salesforce Admin with 13+ years of experience — including work with healthcare, nonprofit, and service teams that can’t afford to waste time on broken CRM setups.
I offer flexible, contract-free support — helping teams get real results from Salesforce, whether you're using Sales Cloud, Health Cloud, or a hybrid setup.
I may not be able to lower your health insurance premium, but I can fix the Salesforce report that no one’s been able to read since 2021.
📩 Let’s Make Salesforce Work for Healthcare
If you’re wondering whether Salesforce is right for your healthcare team, or you’re stuck with a system no one uses, I can help.
No long-term contracts. No pressure. Just practical help when you need it.
👉 Email me directly: [email protected]
Better Salesforce for healthcare teams. Built with care.
Thank you
Salesforce Admin Help for Cannabis Companies
🌿 Salesforce CRM Support for Cannabis Companies
Whether you’re cultivating, processing, distributing, or operating retail locations — I help cannabis companies clean up, automate, and scale their Salesforce CRM without the cost or complexity of hiring full-time.
If you’ve tried setting up Salesforce yourself (or inherited a messy CRM), you’re not alone. In the cannabis space, it often feels like your Customer Relationship Management system is working against you — not for you.
🧠 Common CRM Challenges in the Cannabis Industry
• Incomplete or abandoned Salesforce setups
• Compliance tracking managed in spreadsheets
• No visibility into orders, retail partners, or vendor pipelines
• Automations that broke 3 updates ago (and never got fixed)
• Teams confused by Salesforce or avoiding it entirely
Sound familiar? Let’s fix that — fast.
🛠️ How I Help Cannabis Teams Make Salesforce Work
I offer flexible, U.S.-based Salesforce admin support for cannabis businesses that need real results — not another bloated agency or offshore contractor.
🔧 What I Do:
• 🔄 Clean up messy data and disconnected workflows
Audit your system, archive clutter, and rebuild what actually matters.
• 🚀 Automate key processes
From lead flow and customer service to compliance checklists and inventory updates.
• 📦 Integrate POS, ERP, and Seed-to-Sale Platforms
I’ve worked with tools like Flowhub, LeafLink, and others — and can help connect them seamlessly to your Salesforce org.
• 📊 Build dashboards for investors, compliance, or operations
Real-time insights into revenue, order flow, fulfillment, or licensing status.
• 🧑🏫 Train your marketing, sales, or operations team
Whether you're syncing with HubSpot or building internal flows, I offer simple, role-specific training that sticks.
🧩 How to Choose the Right Cannabis CRM Solution
With dozens of platforms out there — and growing compliance needs — choosing the right cannabis CRM solution can be overwhelming. Here’s how to approach it:
✅ 1. Start with What You Need Most
• Compliance logging?
• Inventory flow?
• Customer relationship tracking?
• Marketing and outreach?
Salesforce can do it all — but only if it’s configured for your business model. That’s where I come in.
✅ 2. Ensure Compatibility with Your Stack
Your CRM should integrate with your cannabis ERP, seed-to-sale system, or POS — not fight against it. I specialize in cannabis system integration and can connect platforms like Flowhub, LeafLink, Metrc, and more.
✅ 3. Think Long-Term: Flexibility + Support
Whether you’re scaling locations or launching new SKUs, you need a CRM that can evolve with your operations — not limit them. With Salesforce, the key is ongoing support and smart customization — not a one-time setup and ghosted account.
👋 Why Work With Me?
I’m a certified Salesforce Administrator with 13+ years of experience helping small, regulated teams — including cannabis, healthcare, and nonprofit orgs — get actual value from their CRM.
No contracts. No tech-speak. Just practical help that keeps your data clean, your systems talking, and your team focused.
And while I can’t tell you where the Nintendo Switch 2 is hiding or boost your MLB standings, I can make sure your compliance dashboard loads before your next licensing check.
🚀 Ready to Make Salesforce Work for Your Cannabis Business?
Your CRM should support growth, not create headaches.
Let’s clean it up, automate what matters, and finally make Salesforce one of your most powerful tools.
📩 Email me directly: [email protected]
Flexible Salesforce help. No long-term contracts. Just real results.
Thank you
Salesforce Admin Help for Nonprofits Using NPSP
❤️ Salesforce Support for Nonprofits — Without the Overhead
Is Salesforce for nonprofits?
Yes — and when it’s set up right, it can help your team build stronger donor relationships, simplify operations, and increase your impact.
But if your current setup feels more frustrating than functional, you're not alone.
Most nonprofit teams hit a wall with Salesforce and NPSP when:
• The initial setup wasn’t tailored to your programs
• Reporting and dashboards feel like a guessing game
• Donation tracking and email tools don’t sync properly
• Volunteer data lives in spreadsheets
• No one on staff knows how to fix any of it — and Salesforce cost seems out of reach for a full-time admin
That’s where I come in.
I help lean nonprofit teams clean up, configure, and confidently use Salesforce — without hiring full-time or committing to big-budget contracts.
🧭 Is Salesforce a Good CRM for Nonprofits?
Absolutely. Salesforce, especially with the Nonprofit Success Pack (NPSP), is one of the most flexible, powerful CRMs for mission-driven teams.
But it’s not plug-and-play — and most organizations don’t use even 30% of its potential.
💡 How to Use Salesforce for Nonprofits (Without the Headaches)
Here’s how I help small and mid-sized organizations use Salesforce the right way:
• 🧹 Clean Up Your NPSP Setup
Audit and reconfigure your CRM to reflect real-world programs, not leftover fields or abandoned workflows.
• 💌 Set Up Better Donation Tracking & Campaign Flows
Get accurate fundraising reports, automated thank-yous, and synced email integrations.
• 📅 Automate Volunteer, Event, and Membership Workflows
Save time on admin tasks with scheduled reminders, task creation, and form syncs.
• 📊 Build Dashboards for Your ED, Board, and Program Teams
Turn your data into visuals that actually tell a story (and impress funders).
• 🧑🏫 Train Staff to Use Salesforce with Confidence
No jargon. Just hands-on, repeatable training that helps your entire team adopt the system.
🌱 Top 3 Benefits of Using Salesforce for Nonprofits
1. 360° Donor View
See the full picture — from first donation to lifetime giving history, event attendance, and engagement touchpoints.
2. Better Grant and Program Reporting
Build customizable dashboards to track outcomes, activities, and funding performance.
3. Stronger Team Collaboration
Keep development, operations, and programs aligned with shared data and automated processes.
When done right, Salesforce becomes a CRM for nonprofits that feels like a team member — not another thing to manage.
💰 Wondering About Salesforce Cost for Nonprofits?
Here’s the good news: Salesforce offers deep nonprofit discounts, including 10 free licenses through the Power of Us program.
But even with those savings, hiring a full-time Salesforce Admin can cost $90K+ annually — and many nonprofits simply don’t need that.
That’s why I offer affordable, on-demand Salesforce support:
• No contracts
• No retainers
• Just help when you need it — hourly or project-based
📩 Email me for quick pricing based on your real needs, not someone else’s job description.
👋 Who I Am
I’m a certified Salesforce Admin with 13+ years of experience supporting nonprofits, social enterprises, and grassroots organizations.
I’ve worked across healthcare, advocacy, faith-based, and education nonprofits — and I know what it’s like to run tech with a lean team and a tight budget.
And no, I can't help your team climb the MLB standings, but I can help your volunteers stop entering donations twice.
Also, if Salesforce had a “Nintendo Switch 2” mode, it’d be “plug in, clean up, and win.”
🚀 Let’s Make Salesforce Work for Your Mission
Whether you're wondering how to use Salesforce for nonprofits, or already knee-deep in NPSP confusion — I can help.
No pressure. No sales calls. Just solutions when you need them.
👉 Email me directly: [email protected]
Salesforce help made for nonprofits.
Because your mission matters — and your CRM should support it.
Thank you
🚀 Become a Confident, Certified, and Career-Ready Salesforce Administrator
1-on-1 Coaching for Aspiring & New Salesforce Admins
1-on-1 Coaching for Aspiring & New Salesforce Admins
Want to break into the Salesforce ecosystem — or level up beyond the basics?
I offer direct, personalized coaching for people serious about building a real, long-term Salesforce career — not just passing a certification.
Whether you're just getting started or already an admin trying to grow, I’ll help you navigate the path from beginner to expert — with practical advice, career insight, and guidance no course or video can give you. Although Trailhead.com is great for learning, unfortunately there’s no one to speak to directly when you have questions or need advice.
💡 What You'll Get From Salesforce Admin Coaching
This isn’t a generic course. It’s 1-on-1 guidance from a certified Salesforce pro with 13+ years of real-world admin experience.
🧠 Topics We Can Cover (Based on Where You Are):
• ✅ How to train and study for your first Salesforce certification
• ✅ Which skills and tools actually matter in day-to-day admin work
• ✅ How to build a learning roadmap and avoid wasting time
• ✅ Resume & LinkedIn feedback tailored to tech & admin roles
• ✅ How to write a cover letter that doesn't sound like everyone else's
• ✅ What hiring managers look for (and what they skip)
• ✅ What to expect in Salesforce admin interviews — and how to prep
• ✅ How to grow from Admin → Advanced Admin → Business Leader
• ✅ How to go beyond “button-clicker” and become strategic
• ✅ Navigating company politics and earning influence as a technical voice
You’ll walk away with clear next steps, real-world tips, and the kind of honest feedback most people never get.
🎯 Who This Coaching Is For
• 📘 Career changers looking to break into Salesforce
• 🛠️ New admins feeling stuck or unsure where to go next
• 🎓 Bootcamp grads or Trailhead explorers needing direction
• 🔄 IT pros pivoting into CRM or admin roles
• 💼 Junior admins who want to become irreplaceable assets to their company
If you're serious about growing — and want a coach who’s been in the trenches — this is for you.
💰 Special Offer: First 5 Clients Only
🚨 Get your first 1-hour coaching session for just $45 (normally $85/hr)
Includes:
• A full personalized session over Zoom
• Pre-call intake review (so we hit the ground running)
• Summary notes + roadmap based on your goals
📩 Email now to book — spots fill fast.
👋 Meet Your Coach
I’m a certified Salesforce Admin with 13+ years of experience helping small businesses, nonprofits, and startups build CRM systems that actually work.
More importantly, I’ve:
• Hired admins
• Trained junior teammates
• Sat in interviews
• Navigated internal politics
• And grown from solo admin → CRM strategist → business leader
Now, I help others build their path — with real talk, straight answers, and no fake hype.
Want to stop watching YouTube tutorials and start building a career?
Let’s talk.
📩 Ready to Get Started?
Book a 1-on-1 Salesforce coaching session:
👉 [email protected]
Just include:
• Your name
• Current experience level
• 1–2 goals for our first session
You're not just learning Salesforce. You're building your career.