Services

Adam Vatterott Consulting, LLC offers general consulting for nonprofit and social service organizations that use Salesforce products (and related 3rd-party products) who are looking to increase their impact through improved information strategies. 

The primary service offered is General Salesforce Consulting, which consists of the following: 

Types of Support  |  May include but not limited to the following:  

• • Salesforce Administration: Salesforce strategy and architecture, automation, permissions, business analysis, solution development, etc.

  • Administrator Support: Coaching and strategy for nonprofits who'd like to complete work themselves 

  • Product Selection: Clarifying new needs and analysis and comparison of available products and services 

  • Feature Gap Analysis: A hands-on assessment of the current system and interviews with key stakeholders about needs and pain points, including recommended solutions and estimates

  • Training development: Assisting with design of Salesforce user guides for business-specific processes

  • System Documentation: E.g,. solution explanations and process outlines for current and future administrators and consultants

  • Change Management Support:  Project management and process development for refining needs, designing solutions collaboratively, user acceptance testing, and best practices for configuration deployment 

  • Responsive support: Ongoing support for investigating urgent system errors

  • Data migrations and cleanup: Including data analysis and mapping support 

  • Third-party support: Implementing and troubleshooting connected apps and installed packages in Salesforce

Service Package

• The General Salesforce Consulting service is provided via pre-purchased consulting hours. After we have an understanding of your needs we'll propose an agreement, defining the initial scope of work and number of hours purchased. Costs, the number of hours, duration of the agreement, and additional terms may be negotiated.