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Blue Cloud Solutions

Salesforce Consulting, Technical Writing, Content Strategy

Welcome! As an independent consultant, I am uniquely positioned to provide the tools, guidance, and support my clients need to get the most of out of their Salesforce CRM. I am especially interested in enhancing user adoption, training, and customer engagement by producing Help Center or Knowledge Base content. Take a look at the services I offer and read testimonials of of clients I have worked with.

Testimonials

Gail is a true lifesaver! Our nonprofit experienced the unexpected loss of our Salesforce Administrator, and had to scramble to learn Salesforce, how the nonprofit can best utilize it, and figure out all of the backend work all at the same time. Our team was stressed to say the least. Gail has been incredibly patient and willing to walk us through the steps to get our Salesforce CRM to where it needs to be, along with keeping it clean and functional to best meet our needs. Through Zoom calls, quick response on emails, and a great communicative relationship, Gail helped us with any and all of our Salesforce needs. Gail has gone above and beyond what was requested of her, even suggesting things we hadn’t even thought of to fix/change that has helped us keep our Salesforce CRM functional and easy to access for all users. This was extremely helpful considering we entered using Salesforce with virtually no experience. Gail approaches every task she is given with a can-do attitude and is always willing to assist. Gail is a very informative, helpful, patient, and kind Salesforce Consultant and we wouldn’t hesitate to use her services again!

Xochitl A., George Mark Children's House

Services

Design, Integrate, Document, Support

New Salesforce Implementations

Whether you are a small organization seeking to implement your first Constituent Relationship Management platform, or whether you need to migrate from a legacy CRM to Salesforce, I can make it happen. By using my consulting services, you can minimize downtime, increase user adoption, and discover insights into your data that will help increase donor retention, increase your impact, and further your mission.

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Documentation

One thing you hear a lot in tech is, “No one likes to do documentation.” But I do! In fact, I've done a lot of it.

Do you have an existing Salesforce instance that has been customized but that new users don’t know how to actually use? Is the existing official or in-house documentation not cutting it for your organization? If so, I can help. From in-app help text to user guides that incorporate easy to follow directions and images for completing simple or complex tasks, I have the technical writing chops to get it done.

Project Management

Not every organization needs ongoing support or a new CRM. Sometimes you just need short-term help to customize or to take better advantage of the vast Salesforce ecosystem. I offer 'click not code' application development, system solution guidance, and experience working with stakeholders and teams to help your organization make the most of Salesforce. For more complex software development, I also have many resources to draw upon.

Creative Design
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Integrations

Many organizations need help in expanding their Salesforce instance to achieve greater functionality via third-party applications or to connect their data to legacy systems. As a seasoned professional, I can help guide you in the right direction, handle the integration nitty-gritty, document the solution, and rollout the new features and functionality to end-users.

Ongoing Support

Whatever it takes to get the job done.

Because my clients are my top priority, my support services are available during normal business hours as well as for after hours critical support and maintenance processes that are best performed when most users have logged out for the day. Whether it is a quick fix or a big tangle to unwind, I can help!

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Contact

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