SALESFORCE CONSULTING FOR WILDLIFE, CONSERVATION & ENVIRONMENTAL NONPROFITS
Your Salesforce should make your
work easier—not add another layer
of work for your team.
Assess & Plan
Salesforce Assessment & Roadmap
Know where you are. Know what to do next.
When Salesforce has grown organically, it can be difficult to know what's working, what's creating problems, and what should be addressed first.
A Salesforce Assessment takes a structured look at your system, including configuration, security, data quality, automation, reporting, processes, and integrations.
Starting at $1,500
You'll receive clear findings and a prioritized roadmap that helps your organization understand:
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What's working well
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Where risks and inefficiencies exist
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What is creating unnecessary work for staff
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Which improvements should happen first
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What can wait
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Where larger initiatives may require separate planning
Best for: Organizations with inherited, underused, complicated, or increasingly difficult-to-manage Salesforce environments.
Optimize & Improve
Salesforce Optimization & Implementation
Turn your roadmap into a better system.
Once you know what needs attention, Spruce Bloom can help you implement the improvements that will have the greatest impact.
From restructuring data and improving security to simplifying processes and strengthening reporting, we'll make Salesforce work better for your organization's actual needs.
Services may include:
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Salesforce configuration
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Data cleanup and restructuring
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Security and permissions
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NPSP optimization
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Process improvement
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Reporting and dashboards
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Workflow improvements
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System maintenance and enhancements
Automate & Simplify
Automation & Process Improvement
Give your team time back.
If staff are constantly correcting data, tracking information manually, or working around Salesforce, the system isn't doing enough of the work for them.
Spruce Bloom identifies repetitive tasks, bottlenecks, and manual workarounds and builds better processes around them.
The goal isn't automation for its own sake. It's creating processes that are simpler, more reliable, and easier for your team to maintain.
This may include:
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Salesforce Flows
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Automated notifications
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Approvals and workflow automation
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Data management processes
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Cross-system workflows
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Process redesign
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Replacing repetitive manual tasks
Govern & Enable
Governance, Documentation & Training
Build a Salesforce system your organization can maintain and trust.
A healthy Salesforce environment needs more than good configuration. It needs clear ownership, documented processes, consistent decision-making, and people who understand how to use the system.
I don't just configure systems—I train your people, document the work, and build systems your organization can actually maintain.
Spruce Bloom can help establish the foundation for long-term system health through:
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Salesforce governance
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Documentation and SOPs
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Data standards
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User training
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Staff onboarding
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Administrative processes
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System ownership and decision-making
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Ongoing user support
Ongoing Support
A Salesforce team for your mission — without a full-time Salesforce hire.
Managed Salesforce Services
For organizations that need ongoing Salesforce expertise, managed services provide a consistent partner for administration, support, system health, and continuous improvement.
Rather than treating every Salesforce need as a separate project, we maintain an ongoing relationship and prioritize work based on your organization's current needs.
Managed services can include:
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Day-to-day Salesforce administration
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User support and troubleshooting
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Data quality and maintenance
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Security and permissions
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Automation maintenance and improvements
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Reports and dashboards
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Documentation and governance
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Roadmap execution
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Strategic Salesforce guidance
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Ongoing system improvements
A shared plan. Clear priorities. Visible progress.
Work is managed through a shared Asana workspace so your team can see:
What's been requested → What's prioritized → What's in progress → What's completed → What's next
Your Salesforce roadmap remains a living planning tool, allowing priorities to change as your organization changes.
Flexible capacity
Managed services are structured around monthly capacity rather than a fixed list of tasks.
Plans start at $1,500/month, with capacity scaled according to the level of support and roadmap work your organization needs.
Need to move faster? Additional capacity can be added temporarily or on an ongoing basis to accelerate priority roadmap work.
Project-Based Solutions
Not every Salesforce need requires an ongoing engagement.
For organizations with a defined need or project, Spruce Bloom also provides focused Salesforce services.
Salesforce Assessment & Roadmap
A structured evaluation of your Salesforce environment with clear findings and prioritized next steps.
Data Cleanup & Migration
Improve data quality, prepare for a migration, or bring structure to an inconsistent database.
Reporting & Dashboards
Build reporting that gives staff and leadership clearer visibility into the information they need.
Automation & Workflow Improvements
Replace repetitive manual processes with thoughtful Salesforce automation.
NPSP Optimization
Improve how your nonprofit's Salesforce environment supports fundraising, programs, relationships, and reporting.
Salesforce Configuration
Make targeted changes to objects, fields, page layouts, permissions, workflows, and other system components.
Focused projects are scoped based on your organization's needs, system complexity, and desired outcome.
Larger Salesforce Initiatives
Some projects are better handled separately from ongoing managed services.
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Major data migrations
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Experience Cloud / portal projects
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Significant integrations
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Custom development
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Large-scale implementations
These initiatives can be scoped independently so they receive the appropriate time, attention, and budget.
If you have a larger Salesforce initiative in mind, let's talk about what you're trying to accomplish and determine the right approach.
Why Spruce Bloom?
You don't need another technology vendor who only knows Salesforce.
You need someone who understands how Salesforce fits into the work your organization is actually trying to do.
With experience spanning nonprofit operations, wildlife care, and Salesforce administration, Spruce Bloom brings both technical expertise and an understanding of the people and processes behind the system.
Your mission is important. Your systems should help—not get in the way.
Frequently Asked Questions
