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Salesforce. It's complicated. We're here to make it clear and concise.

Ever felt like Salesforce was built for everyone but you? You're not alone.

Welcome to Clear Concise Consulting—where we transform Salesforce complexity into clarity for career changers, overwhelmed professionals, and anyone who's ever stared at a Salesforce screen wondering, "Where do I even start?"

Your Journey to Salesforce Mastery Starts Here

As a former journalist who pivoted to Salesforce, I've walked the path from complete confusion to certified expert. That journey taught me something crucial: Salesforce isn't complicated—it's just explained poorly.

That's why Clear Concise Consulting exists—to provide the guidance I wish I'd had when I started.

How We Make Salesforce Clear and Concise

For Career Changers

Making a tech pivot can feel overwhelming. We provide step-by-step guidance that builds your confidence alongside your skills, creating a foundation for your new career path.

For Overwhelmed Professionals

Inherited a messy Salesforce instance? Struggling to make sense of your organization's setup? We'll help you tame the chaos and turn Salesforce into your most powerful ally.

For Small-to-Mid-Size Organizations

Need Salesforce expertise without the enterprise price tag? Our tailored solutions give you big-company capabilities with personalized support.

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Collaboration to Provide Simple Solutions for Complex Problems

Our Approach: Human-First Technology

Our approach breaks down Salesforce complexity into manageable steps. We collaborate with you to create solutions that:

  • Make complex Salesforce processes intuitive and accessible

  • Build confidence in your team's ability to manage the platform

  • Transform technical challenges into business opportunities

  • Provide ongoing support for sustainable success

Our Services

Our Salesforce Cloud Solutions

  • 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.

  • 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.

  • 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.

  • 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.

  • 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.

  • Account Engagement

    AE (or 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.

Send Us a Note

Have questions about Clear Concise Consulting and how we can help?

Fill out the form to the left or shoot us an email here:

info@clearconciseconsulting.com