What clients are saying about us
Tom trained me in using Salesforce while we worked together at Boys to Men Mentoring, a small non-profit in northern Arizona that served several hundred youth, their families, donors, area businesses, community partners, and volunteer mentors. With such a wide variety of account types, we needed to be able to filter the database so that our team members could access the information they needed in an organized and efficient manner.
Tom set up a custom Salesforce dashboard for the Executive Director and Program Director to view progress towards organizational goals, and he trained us to create and run custom reports for our specific needs such as donation tracking, volunteer retention rates, and activity participation history. Tom also helped us integrate Salesforce with Mail Chimp and Slack.
Salesforce helped our organization serve our clients more effectively and efficiently with the combination of the dashboard and custom reports. We had a clear idea of our progress in the number of youth that we served each year, fundraising growth, and volunteer recruitment and retention. We had a much greater impact on our community as a result.
I am grateful for Tom's expertise in training, coaching, and troubleshooting, and I highly recommend him for any organization that uses or is thinking of using Salesforce.
Adam Young
Program Director at Boys to Men Mentoring
Tom helped our organization use our Salesforce system much more effectively, and that had a huge impact on our team's capabilities and output.
We had major cleanup work that needed to be done, and Tom guided us through the process of cleaning up old data, installing processes to reduce cleanup in the future, and helped update our system to meet our current needs.
He has been wonderful and easy to work with, and he's super knowledgeable on the system so it can adapt to how you and your team use it!
Julia Campbell
Program Director at Arch Grants
I ran a rapidly growing nonprofit and we worked with Tom for years on several different tech projects. He was instrumental in bringing clarity, capacity, and workability to our Salesforce integration.
With Tom's support and creativity, our use of the CRM expanded dramatically. We were finally able to track all of our grants applications, communicate regularly with our donors, and provide actionable information to our board. We would not have even known about what our CRM could do for us without Tom.
Charles Matheus
Executive Director at Boys to Men Mentoring
Through the discovery process, Tom quickly identified our organization’s pain points when utilizing Salesforce. Through a simple Q&A, Tom developed and implemented efficient processes that allowed our team better functionality with both input and output of data. He provided invaluable guidance on best practices and general data entry standardization resulting in healthier and more robust data.
Overall, Tom is extremely knowledgeable on Salesforce, has the ability to make Salesforce processes understandable, and has been a lifesaver for our team!
Tom’s passion to help nonprofits continue to have an impact in the community is represented in his open communication style and dedication to his work.
We LOVE working with Tom on our Salesforce challenges.
Alexandra Dixon
Development Associate at Arch Grants
Tom trained me in using Salesforce while we worked together at Boys to Men Mentoring, a small non-profit in northern Arizona that served several hundred youth, their families, donors, area businesses, community partners, and volunteer mentors. With such a wide variety of account types, we needed to be able to filter the database so that our team members could access the information they needed in an organized and efficient manner.
Tom set up a custom Salesforce dashboard for the Executive Director and Program Director to view progress towards organizational goals, and he trained us to create and run custom reports for our specific needs such as donation tracking, volunteer retention rates, and activity participation history. Tom also helped us integrate Salesforce with Mail Chimp and Slack.
Salesforce helped our organization serve our clients more effectively and efficiently with the combination of the dashboard and custom reports. We had a clear idea of our progress in the number of youth that we served each year, fundraising growth, and volunteer recruitment and retention. We had a much greater impact on our community as a result.
I am grateful for Tom's expertise in training, coaching, and troubleshooting, and I highly recommend him for any organization that uses or is thinking of using Salesforce.
Adam Young
Program Director at Boys to Men Mentoring
Tom helped our organization use our Salesforce system much more effectively, and that had a huge impact on our team's capabilities and output.
We had major cleanup work that needed to be done, and Tom guided us through the process of cleaning up old data, installing processes to reduce cleanup in the future, and helped update our system to meet our current needs.
He has been wonderful and easy to work with, and he's super knowledgeable on the system so it can adapt to how you and your team use it!
Julia Campbell
Program Director at Arch Grants
I ran a rapidly growing nonprofit and we worked with Tom for years on several different tech projects. He was instrumental in bringing clarity, capacity, and workability to our Salesforce integration.
With Tom's support and creativity, our use of the CRM expanded dramatically. We were finally able to track all of our grants applications, communicate regularly with our donors, and provide actionable information to our board. We would not have even known about what our CRM could do for us without Tom.
Charles Matheus
Executive Director at Boys to Men Mentoring
Through the discovery process, Tom quickly identified our organization’s pain points when utilizing Salesforce. Through a simple Q&A, Tom developed and implemented efficient processes that allowed our team better functionality with both input and output of data. He provided invaluable guidance on best practices and general data entry standardization resulting in healthier and more robust data.
Overall, Tom is extremely knowledgeable on Salesforce, has the ability to make Salesforce processes understandable, and has been a lifesaver for our team!
Tom’s passion to help nonprofits continue to have an impact in the community is represented in his open communication style and dedication to his work.
We LOVE working with Tom on our Salesforce challenges.
Alexandra Dixon
Development Associate at Arch Grants
Tom trained me in using Salesforce while we worked together at Boys to Men Mentoring, a small non-profit in northern Arizona that served several hundred youth, their families, donors, area businesses, community partners, and volunteer mentors. With such a wide variety of account types, we needed to be able to filter the database so that our team members could access the information they needed in an organized and efficient manner.
Tom set up a custom Salesforce dashboard for the Executive Director and Program Director to view progress towards organizational goals, and he trained us to create and run custom reports for our specific needs such as donation tracking, volunteer retention rates, and activity participation history. Tom also helped us integrate Salesforce with Mail Chimp and Slack.
Salesforce helped our organization serve our clients more effectively and efficiently with the combination of the dashboard and custom reports. We had a clear idea of our progress in the number of youth that we served each year, fundraising growth, and volunteer recruitment and retention. We had a much greater impact on our community as a result.
I am grateful for Tom's expertise in training, coaching, and troubleshooting, and I highly recommend him for any organization that uses or is thinking of using Salesforce.
Adam Young
Program Director at Boys to Men Mentoring