Implementing Salesforce needs for big business, mom and pop shops and everything in between since 2012
Headquartered in New York City, Clear Concise Consulting represents clients on and between coasts. Our agency specializes in producing rapid results, analyzing complexities and breaking down them for easy understanding.
We believe in being clear and concise when delivering assessment. We’re on the pulse of all things Salesforce, and have deeply monitored systems updates and new applications to best suit your company’s needs—all to give you exceptional advice that will last for years to come.
Get in touch with us to set up a consultation, or use the contact form at the bottom of this page to inquire whether our services are right for you.
Comments, Questions and Concerns?
Areas of Service
Sales Cloud
Sales Cloud can be overwhelming with its complex features and constant updates. At Clear Concise Consulting, we simplify Sales Cloud for you. We address common pain points such as data integrity issues, user adoption challenges, and inefficient sales processes. Our tailored solutions ensure your sales team can focus on closing deals, not wrestling with technology.
Service Cloud
Service Cloud can be challenging to configure and manage, leading to poor customer service experiences. Clear Concise Consulting helps you optimize Service Cloud to improve customer satisfaction. We address issues like inefficient case management, lack of automation, and poor user training.
Pardot
Pardot can be overwhelming with its advanced features and integration requirements. Clear Concise Consulting helps you maximize Pardot's potential by addressing pain points such as complex automation, data integration, and user training.
NPSP
Nonprofits often struggle with data management and reporting in NPSP. Clear Concise Consulting helps you overcome these challenges by ensuring data accuracy, optimizing donor management, and creating custom reports. We make NPSP work for you, so you can focus on your mission.
Non Profit Cloud
Nonprofit Cloud is complex and can be difficult to navigate, especially for organizations transitioning from NPSP. Clear Concise Consulting helps you leverage Nonprofit Cloud effectively by addressing pain points such as complex data models, lack of documentation, and integration challenges.
Health Cloud
Health Cloud can be challenging to implement and customize for healthcare organizations. Clear Concise Consulting helps you navigate these complexities by addressing pain points such as data security, patient management, and regulatory compliance. We ensure your Health Cloud implementation is secure, efficient, and compliant.
Marketing Cloud
Marketing Cloud can be daunting with its myriad of features and integration complexities. Clear Concise Consulting simplifies your marketing automation, ensuring seamless integration and effective campaign management. We address pain points such as data silos, complex automation, and ineffective targeting.
Experience Cloud
Experience Cloud can be tricky to set up and customize, leading to subpar user experiences. Clear Concise Consulting ensures your Experience Cloud implementation is smooth and effective. We tackle pain points like poor user engagement, complex customization, and integration issues.
External System Analysis
Integrating Salesforce with external systems can be fraught with challenges, from data inconsistencies to integration failures. Clear Concise Consulting conducts thorough external system analysis to identify and resolve these issues, ensuring smooth and efficient integration.
Let's Chat.
Use the form below to contact us regarding your Salesforce inquiry. Please be as detailed as possible. To help us best service your inquiry, we recommend that you first describe the issue you’re having before telling us what you want to achieve. You may also email or call us to make an appointment.