Make Salesforce
actually work
for YOUR business
I help nonprofits and small businesses clean up, simplify, and improve Salesforce so your team can actually use it—without needing a full-time admin.
Most of my clients come to me when their Salesforce feels messy, underused, or harder than it should be.
About Me
Hi, I’m Jeanette (I go by my middle name), founder of Ash CRM Consulting.
I’m a Salesforce-certified Administrator focused on helping nonprofits and small businesses get more value out of their CRM—without overcomplicating it.
What I’ve seen again and again is this: most CRM challenges aren’t technical. They come from unclear processes, inconsistent use, and systems that don’t match how teams actually work.
That’s where I come in.
I help clean up Salesforce, simplify workflows, and create systems your team will actually use—so your data becomes more reliable and your organization can make better decisions.
What I help with:
- Salesforce cleanup and optimization
- Improving user adoption
- Streamlining processes
- Building useful reports and dashboards
HOW I CAN HELP
I offer practical Salesforce consulting designed for nonprofits and small businesses that need results without unnecessary complexity.
Whether you need help cleaning up an existing system or improving how your team uses Salesforce, I focus on solutions that are simple, effective, and easy to maintain.
CORE SERVICES
Salesforce Setup & Cleanup
Organize your system, fix what’s not working, and align Salesforce with how your team actually operates.
Process & Workflow Improvement
Simplify your processes so your team can work more efficiently and consistently.
User Adoption & Training
Help your team feel confident using Salesforce so it becomes part of their daily workflow—not something they avoid.
Reporting & Dashboards
Build clear, useful reports so you can actually see what’s happening and make better decisions.
SALESFORCE STRATEGY
Helping you align Salesforce with your actual business processes so it works for your team—not against it.
ONGOING SUPPORT
Flexible support when you need it—whether it’s troubleshooting, updates, or small improvements as your needs evolve.
USER TRAINING & ADOPTION
Simple, practical training so your team feels confident using Salesforce in their day-to-day work.
CLEAR, RELIABLE DATA
Improve data quality so you can trust your reports, track performance, and make better decisions.
PROCESS SIMPLIFICATION
Streamline workflows and reduce manual work so your team can focus on what actually matters.
BUILT FOR SMALL TEAMS
Services designed for nonprofits and small businesses that need expert help without the cost of a full-time hire.
READY TO MAKE YOUR SALESFORCE EASIER?
Let’s talk about what’s working, what’s not, and how we can improve it—without overcomplicating your system.
WHO I WORK WITH
I work with nonprofits and small businesses that rely on Salesforce but don’t have the time or resources for a full-time admin.
Many of my clients come to me when:
- Their Salesforce is messy or underused
- Their team isn’t consistently using the system
- Reporting isn’t giving them the insights they need