Salesforce Consulting
With over 15 years of experience working at the intersection of technology and mission-driven work, I’ve seen firsthand how the right tools can transform a nonprofit’s impact. As a seasoned Salesforce consultant, I specialize in helping organizations streamline operations, deepen donor relationships, and gain real insight from their data — all while staying focused on what matters most: their mission. Whether you're just getting started with Salesforce or looking to optimize a system that's already in place, I bring a deep understanding of both the platform and the unique challenges nonprofits face.
Services
Implementation
Design, documentation, training, and configuration for new Salesforce orgs.
System Audit
Assessment and recommendations for parts or all of your Salesforce database and its associated integrations.
Managed Services
Ongoing support for long-term success. Includes maintenance of declarative configuration such as objects, fields, page layouts, validation rules, and flows. Support creating and modifying reports and dashboards. Training for staff on best practices and system usage. Vendor review and release management.
Ready to work with me? Book a free consultation.
Here's what my clients have to say:
"It was a huge comfort that LM Consulting understood our organization and small nonprofits. I was quickly able to trust our consultant's judgement, because she demonstrated understanding of our organization's mission and values. The training I got along the way on the construction and back-end of Salesforce was relevant and helpful. LM Consulting made the process of building a Salesforce platform far easier than I could have imagined it would be. We will be working with LM Consulting in the future!"
