Our Process

Explore. Execute. Support

Explore

We understand each business is unique. That’s why we take all the time we need to learn your process and business functions in order to best equip you with effective data solutions. Whether you need a brand new system, or to build on your current plan, we will make your data an asset.

Initial consultations are free for as long as it takes to clarify a pathway forward for your database. Sometimes we’ll tell clients they aren’t ready; other times we’ll give them tips on DIY solutions. We believe our business is best served in the long term by building a foundation of trust first, and only soliciting business from orgs who could truly benefit from it.

Once we’ve developed a clear set of goals and give you a timeline and budget, that’s when we dive into the specifics:

Data System Auditing

Strategy development, planning and recommendations

Consultations with staff and leadership

Action plans

Execute

After we identify solutions, we create and adjust your personal database to align with your organizational goals. You can expect comprehensive data functions that actively support your operations.

Database Consulting

Implement or update an architecture for all your data needs. We work with both Salesforce as well as other database tools.

Salesforce Consulting
Other Database Tools

Forms & Intake

Obtaining accurate information from the start of your project can save you hours of effort and prevent future frustration. Our team specializes in creating well-structured forms to meet your needs.

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Data Cleanup & Import

We’ll help you convert your old data into clear, usable information.

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Automation

Boost your efficiency by identifying time-consuming tasks and transfering them into automated systems.

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Reporting

We’ll create real time visual reports that help you better understand your data.

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Training & Documentation

We’ll guide you as you navigate your new and existing data systems.

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Support

Priorities and benchmarks change, new tools become available, and new staff come with new ideas. Database implementation therefore tends to be an ever-evolving process. Many of our clients without the in-house bandwidth and skills required choose to develop an ongoing relationship with Crosswinds. We’ll be around for as long as you need us!

Instructional videos

Open communication

Feedback and performance review

Get Started:
Schedule Your Free Consultation Today