SALESFORCE CONSULTING SERVICES
Less friction.
More forward.
Practical help to make your CRM easier to use,
easier to trust, and easier to evolve.
A SYSTEM THAT FITS
Salesforce Optimization & Administration
Make Salesforce fit the work.
When workarounds become the way you work, it is time to look at the setup behind them.
Let’s talk about this service →What we can work on
- Configuration and page-layout improvements
- Permissions and usability reviews
- Day-to-day administration and backlog prioritization
WHAT BETTER LOOKS LIKE
A clearer, more usable environment that is easier to maintain.
MORE ROOM TO FOCUS
Flow Automation & Process Improvement
Less repetition. More momentum.
Manual updates and unclear handoffs cost attention your team could spend on customers.
Let’s talk about this service →What we can work on
- Salesforce Flow configuration and refinement
- Approval and notification workflows
- Process mapping, testing, and documentation
WHAT BETTER LOOKS LIKE
More consistent work, with fewer steps to remember.
YOUR NEXT IMPROVEMENT
Implementations & Enhancements
Build around the real requirement.
New requirements deserve more than another workaround or a generic template.
Let’s talk about this service →What we can work on
- Requirements discovery and configuration
- New functionality and existing-feature enhancements
- User acceptance testing and adoption support
WHAT BETTER LOOKS LIKE
Useful changes that fit your people, processes, and priorities.
A CLEARER VIEW
Data, Reporting & Dashboards
Information you can work with.
When reports raise more questions than they answer, start with the data and definitions underneath.
Let’s talk about this service →What we can work on
- Data cleanup and organization
- Report and dashboard configuration
- Reporting definitions and data-quality improvements
WHAT BETTER LOOKS LIKE
A clearer view of the business and more confidence in the information.
CONFIDENCE IN CHANGE
Release, QA & Deployment Support
Make change feel manageable.
A release should be a planned improvement, not a stressful leap into production.
Let’s talk about this service →What we can work on
- Sandbox testing and user acceptance coordination
- Release preparation and deployment support
- Documentation and post-deployment verification
WHAT BETTER LOOKS LIKE
Better-prepared releases with clear checks and next steps.
STEADY PROGRESS
Fractional Salesforce Support & Delivery
The right help, as you need it.
An expanding backlog needs someone to organize the work as well as get it done.
Let’s talk about this service →What we can work on
- Ongoing administration and enhancement support
- Backlog prioritization and delivery coordination
- User training, documentation, and adoption guidance
WHAT BETTER LOOKS LIKE
Steady progress on the work that matters most.
HOW WE WORK
A clear path from
“it’s complicated” to “that works.”
Good Salesforce work starts with understanding.
Here’s how we get from the first conversation to a better everyday.
- 01
Listen & assess
Understand your people, your Salesforce environment, and the priorities behind the work.
- 02
Find the friction
Identify the unnecessary steps, unclear handoffs, and gaps in visibility.
- 03
Build the right improvement
Configure and test changes that fit the way your organization works.
- 04
Keep refining
Support adoption, document what changed, and keep making useful progress.
A FEW THINGS YOU MAY BE WONDERING
Good questions.
Straight answers.
Have something else in mind?
Let’s talk about it →Do we need to know exactly what to change?
No. Start with what feels difficult, where your team loses time, or what you wish Salesforce could do better. We can work together to clarify the right next step.
Can you work with our existing Salesforce setup?
Yes. Optimization, administration, and enhancements to existing environments are central to our work. We start by understanding what you have and what your team needs.
Can we get ongoing help?
Yes. Fractional Salesforce support can include administration, backlog prioritization, enhancements, documentation, and delivery coordination.
Do you only work with Portland-area organizations?
NM2P is based in Beaverton and works with organizations in the Portland area and beyond. Tell us a little about your team when you get in touch.
YOUR NEXT CHAPTER STARTS HERE
Let’s make Salesforce
work better. Together.
You don’t need a technical brief to start. Tell us what’s getting in the way, and we’ll take it from there.