Salesforce services
The need may be a full implementation, a reporting problem, ongoing administration, or a process the team has been working around for years. TTP Consulting provides senior, hands-on support sized to the problem.
Service areas
Scope requirements, design the data model, configure the system, migrate existing data, test workflows, document decisions, train users, and prepare for launch.
Typical outcomes: A usable system structure, migrated and reconciled data, documented processes, trained users, and a clear post-launch plan.
Translate fundraising, leadership, and board questions into reports with clear definitions and defensible logic.
Typical outcomes: Reliable reports, useful dashboards, documented filters and definitions, and fewer offline spreadsheets.
Provide experienced help with users, permissions, fields, page layouts, record types, automation, imports, data quality, and the questions that surface after launch.
Typical outcomes: Faster issue resolution, a cleaner backlog, safer changes, and stronger internal ownership.
Assess a Salesforce environment that has accumulated duplicate fields, inconsistent processes, fragile automations, unused configuration, or low user confidence.
Typical outcomes: A prioritized improvement plan, simplified workflows, stronger reporting, cleaner data, and practical governance.
Plan and execute migrations from legacy CRMs and spreadsheets. Support the movement of data between Salesforce, NetSuite, and related systems with reconciliation and ownership defined.
Typical outcomes: Clean mappings, validated imports, documented transformations, and a repeatable reconciliation process.
Support campaigns, gift processing, acknowledgments, stewardship, donor engagement, moves management, and the reporting practices that make the CRM useful to fundraisers.
Typical outcomes: Workflows that reflect Development operations and reports that help the team act, not only count.
Platform experience
The work is grounded in real implementations, migrations, administration, and the operating practices around the software.
Credentials
Certification supports the work, but the focus stays on building systems, reports, and processes that teams can use and maintain.
Start where you are
It can be strategic, technical, operational, or difficult to explain. Share the current situation and we will determine the right level of help.