Human-Centered Systems Consulting
We help founders and small teams simplify Salesforce and build systems they can trust — so the work doesn’t depend on constant checking, fixing, or firefighting.
About The Digital Partner
The Digital Partner helps organizations that already use Salesforce get more value from it. We work alongside internal teams to untangle data issues, reduce tool sprawl, and turn fragile systems into something people actually trust.
Our Services
Human-Centered Systems Consulting
Who We Help
Work best with growing teams who:
• Are already using Salesforce, but still rely on duct-tape tools to make it work
• Are dealing with Zapier overload, fragile automation, or data they don’t fully trust
• Want clarity and stability without ripping out systems that are already doing their job
What We Help With
• Salesforce stabilization & cleanup Intake, workflow, and automation design
• Tool consolidation (Zapier, forms, project tools)
• System documentation & team enablement
• Founder-friendly system design (so you’re not the bottleneck)
Why Us?
We are certified Salesforce Professionals with experience supporting nonprofits, consulting teams, and growing organizations. We design systems from the end-user’s perspective, not just what looks good on paper.
Testimonials
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Frequently Asked Questions
How can your services benefit my organization?
We help organizations get more value out of Salesforce by stabilizing systems, simplifying workflows, and reducing reliance on unnecessary tools. The result is more reliable data, less manual work, and systems your team can operate with confidence instead of constant fixes.
What types of organizations do you work with?
We work best with small to mid-sized teams, nonprofits, and growing organizations that are already using Salesforce but feel it hasn’t fully clicked yet. Many of our clients are juggling multiple tools, struggling with data quality, or relying on workarounds instead of a system they can trust.
How do I know if we’re a good fit?
You’re likely a good fit if Salesforce is already in place, your team depends on it daily, and things feel harder than they should. If you’re looking to stabilize and improve what you already have — rather than rush into a brand-new implementation — we’ll probably work well together.
Do you offer ongoing support after a project?
Yes. Ongoing support is available for teams who want continued guidance, troubleshooting, or system improvements over time. Support is structured and intentional — not reactive fire-fighting.
Will this disrupt our current operations?
No. Our approach is intentionally calm and staged. Existing systems are not removed until Salesforce alternatives are live, tested, and trusted. We prioritize continuity so your team can keep working without stress or disruption.
What does the engagement process look like?
Engagements typically start with a discovery call to understand your current setup and goals. From there, we may recommend an org audit, a defined improvement project, or ongoing support — depending on what will deliver the most impact with the least disruption.
How much does this cost?
The discovery call is complimentary and designed to assess fit, not to pitch or sell. Project pricing depends on scope, complexity, and level of support required. After an initial conversation, we provide clear recommendations and transparent pricing so you can decide how to move forward before any work begins.
What if we’re not sure what needs to change?
That’s common. Many organizations know something isn’t working but can’t pinpoint why. We can help assess your current Salesforce environment, identify root issues, and recommend a clear, prioritized path forward.