Salesforce is looked after by someone alongside their main job
Your team can use Salesforce, but making changes is another matter
You occasionally need experienced help, but not a large consultancy
There’s nobody obvious to turn to when something needs fixing or improving
Who's it for?
You use Salesforce. You just don’t have a Salesforce team.
The CRM Handyman is for smaller organisations that need Salesforce expertise without employing a dedicated administrator.
Does this sound familiar?
Salesforce isn't quite working the way you need it to.
We're falling back to spreadsheets
Important information or processes are creeping outside Salesforce because it's easier.
Getting useful reports is difficult
The information is probably in Salesforce somewhere, but getting a clear answer from it isn't straightforward.
Simple jobs take too much effort
People are repeating tasks manually that feel like they ought to be easier.
We've got a growing list of improvements
Everyone knows what they'd like changed, but nobody has the time or knowledge to do it.
Nobody knows how to change it safely
Your team can use Salesforce, but they're understandably reluctant to start changing how it works.
Salesforce hasn't kept up with us
Your organisation has changed since it was set up, and parts of Salesforce no longer quite fit.
Here's how I can help
Let's get Salesforce working better for you.
You don’t need to know what the technical solution is. Tell me what’s not working, what you’d like to improve, or what you need Salesforce to do — and we’ll start there.
Look after Salesforce
Make Salesforce work better
Get something done
Need someone to keep on top of the everyday jobs?
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I can help with routine administration, users, reports, data, small changes and the other jobs that keep Salesforce useful and up to date.
Got something that’s awkward, manual or simply not working very well?
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I can improve processes, reporting and everyday ways of working so Salesforce does more of the hard work for you.
Have a bigger change or a specific Salesforce project that’s been sitting on the list?Â
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We can work out what's needed, agree the scope and cost, and get it delivered.
Typical examples would include:
> Users & access
> Data tidy-ups
> Everyday changes
> Things that aren't working
> Reports & Dashboards
> Ongoing Salesforce admin
> Manual & repetitive work
> New requirements & projects
You'll know what I'm proposing, what it will cost and what to expect before any work begins.
Agree the work
3.
I'll get to work — whether that's a specific project or ongoing help looking after Salesforce.
Get it sorted
4.
1.
Start with a free 30-minute Discovery Call. Tell me what's happening, what's causing problems and what you'd like to achieve.
Let's talk
2.
I'll take a closer look at what you need and work out the best way forward. Sometimes that's straightforward; more complex requirements may need a little more investigation first.
Understand what's needed
How it works
Getting Salesforce help doesn't need to be complicated.
Work that's clear and controlled
We'll agree what needs doing before work begins, so you know what to expect and what it will cost.
Practical help, in plain English
You don't need to speak Salesforce. Tell me what you're trying to achieve and I'll help work out the best way to get there.
You deal directly with me
No account managers, sales teams or layers of consultants. The person you speak to is the person who understands what you need and does the work.
Why The CRM Handyman?
Experienced Salesforce help, without the big consultancy.
20+ years working with CRM.
Over 13 years with Salesforce.
I'm Peter, the person behind The CRM Handyman. I've spent my career working with CRM systems and helping organisations make them work better for the people who actually use them.
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FAQ's
No. You don't need to diagnose the problem or know the Salesforce terminology. Tell me what's happening, what's causing frustration or what you'd like to do differently, and we'll work out the sensible next step from there.
No. I can help with a specific piece of work or provide ongoing Salesforce administration where that's a better fit. We can work out what makes sense for you during the initial conversation.
The initial 30-minute Discovery call is free. After that, the cost depends on what you need. I'll explain any recommended next step and its cost before you commit to anything.
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For an indication of costs, take a look at Salesforce Help →
Absolutely yes. I work with both businesses and charities using Salesforce. The important thing is whether your requirements are a good fit for the kind of practical Salesforce help I provide.
It's an informal conversation about how you're using Salesforce, what's happening now and what you'd like to improve. There's no need to prepare a technical brief — some background on what's causing the problem is plenty.
It's an informal conversation about how you're using Salesforce, what's happening now and what you'd like to improve. There's no need to prepare a technical brief — some background on what's causing the problem is plenty.