Initially founded to support customers requiring MS Excel-based business services, Crosswinds has evolved into a full-service Salesforce consultancy primarily serving nonprofit and philanthropic organizations. Crosswinds evaluates pain points, implements solutions, and maintains retainer contracts to provide ongoing administrative support. The Crosswinds approach is based on three maxims:

1) Connect all your data - “You should never have to ask where to find it.”
2) Establish accountability - “If it’s not in Salesforce, it never happened.”
3) Maximize efficiency - “Fewer keystrokes means greater productivity.”

Client Services:
• Executive Consulting: Timeline, prioritization, value proposition, budget, reporting, staff compliance strategy 
• Salesforce Project Delivery: Support for brand new implementations, including transition from other CRMs and rudimentary database systems; custom solutions for existing Salesforce users; ongoing support for administration
• Data Cleanup: High proficiency with MS Excel and Data Loader/SOQL, unique approach to historic data cleanup and mapping, naming conventions, and duplicate management; custom health checks for ongoing maintenance
• Communication / Collaboration Tools: Implementation of Salesforce communication tools like Chatter and Tasks/Activities; synching staff inboxes and calendars; automating task assignments; structuring lead pipelines 
• Training and Onboarding: Adaptive approach catering to staff of all experience levels via written documentation, video tutorials, presentations, training sandboxes, and one-on-one staff sessions

Business Development

Crosswinds Data Consulting

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