GET TO KNOW 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
WHO I WORK WITH
I work with:
- Nonprofits managing donors, programs, and reporting
- Small businesses that rely on Salesforce but don’t have a full-time admin
- Teams that feel like their CRM is underused or overly complicated
WHAT YOU CAN EXPECT
When we work together, you can expect:
- Clear, practical solutions (not overengineered systems)
- A focus on how your team actually uses Salesforce
- Improvements you’ll notice quickly
- Communication in plain language—not technical jargon
MY APPROACH
I believe most CRM challenges are not technical—they’re operational.
Instead of adding more complexity, I focus on:
- Simplifying workflows
- Improving consistency
- Making Salesforce easier to use every day