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Your Salesforce investment should be working harder than it is.
I help SMB and Nonprofit organisations close the gap between what their CRM was supposed to do and what it actually does, through honest assessment, smart design, and delivery that sticks.
The needs I fulfil
1
You need to get up and running on Salesforce
I offer quick start implementations tailored to the budgets and needs of Small to Medium Sized Businesses and Nonprofits.
These quick starts can be for;
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Sales Cloud
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Service Cloud
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Pro-Suite
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Nonprofit Cloud and other industry clouds
Need more than a quick start? something more comprehensive? I can offer that too
2
You need ongoing Salesforce support and advice
I tailor a solution to your needs and requirements. These types of engagements have previously included:
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An audit of the current state of the clients Salesforce org, creation of a roadmap to close the gaps to the desired state, and rolled out implementation
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A monthly support retainer with a bucket of hours to be used as needed
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Mini-Projects to add functionality
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Senior support and mentoring of the clients internal Admin
3
You are a Salesforce Partner and need short term additional resource
I work as an embedded senior resource within your team for as long as you need me. Previous engagements have included:
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Long term engagement to lead a client implementation
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Short term resource to help get a project over the finish line
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Maternity cover for a System Admin or Consultant
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Building of marketing and pre-sales demo so the client didn't need to pull a billable resource off of projects
How I work
From the outset I approach each client engagement as though we are entering into a long term relationship. This guides some core principles;
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Decisions and advice are made through a long-term lens vs. a short term fix
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Transparency and trust are always front and centre
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Flexibility is always on the table as I understand SMBs and Nonprofits live in a dynamic world
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I'm not afraid to give bad news if it means it is the best option for you
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I'd rather say that I can't and help you get additional skills than say that I can and learn at your expense
For clients with existing Salesforce systems I will typically suggest that our first engagement is a small audit and roadmap. This helps us get a baseline to work from going forward.
For clients wanting a new Salesforce solution I will often suggest that a scoping/discovery engagement is undertaken; where we unpack your ways of working and goals, before we more to a build proposal. This prevents solution and budgetary surprises later and reduces risk for all parties.
About
Hi I'm Dan Edwards
I am passionate about helping Small Businesses and Nonprofits get the most from their Salesforce systems in a way that is easy to understand and cuts through the jargon.
I am a 14x Certified Salesforce Application Architect. Since 2018 I have worked as a Salesforce Admin at a large industrial organisation, lead projects at multiple Salesforce Consulting Partners in the Nonprofit and Commercial sectors.
Prior to my career in tech I spent thirty years across multiple industries including manufacturing and production designing and refining systems, specification sales and industrial marketing. This allows me to call on a broad business background when advising clients.
I quit my corporate career in 2025 to go independent, partly due to be able to be more present with my son who has various challenges, but also to support clients in a way that I was unable to previously.
My core value is transparency as I believe all good relationships are built on it
Clients
Some of the clients I have had, and continue to have the pleasure of working with are as follows
Embedded Resource
Vloeiend IT
Vloeiend IT is a Dutch Salesforce Consulting Partner where I am embedded into their team to support nonprofit client project delivery as an Architect and Business Analyst.
I also run internal projects to improve organisational efficiencies
Advisory and Delivery
Esse Skincare
Consulting and Advisory services including:
- Managing Salesforce Relationship
- Advising management team on best practices
- Implementing System Enhancements
- Training and Mentorship
Embedded Resource
Inspire AI
Embedded Pre-Sales resource for this Salesforce Partner;
- Pre-Sales Demo creation
- Creation of marketing demos
Delivery
The Wheel
I work with this Irish Nonprofit to help them maintain their Salesforce system to meet best practices.
The engagement began with an audit and roadmap to provide a tangible route to getting the most from Salesforce and has developed from there
Advisory
Epilepsy Ireland
I sit on Epilepsy Irelands Advisory Board as they undergo a Salesforce Nonprofit Cloud Implementation.
Outside of monthly meetings I act as an advisor to their Project Manager and CEO to ensure best practices are followed
Delivery
Fetch
Part-Time Salesforce Admin supporting and enhancing the Salesforce system, including integrations with PowerBI and JotFrom for this Cape Town based Nonprofit.
“We were struggling to get our Sales Cloud implementation running properly and didn't know how to drive adoption. Dan has helped us tremendously with streamlining processes, fixing issues, adding new features, and mentoring our team along the way. He's very approachable, always willing to help, and a genuinely knowledgeable person to call on for any Salesforce-related project."
"Dan mentored one of our users to become a Salesforce support person for our sales staff. Thanks to his mentoring approach, she was able to successfully support our sales team, and thoroughly enjoyed her sessions learning from him."
“After meeting with our head of sales and the sales team, Dan proposed several enhancements to improve our workflow within Sales Cloud. He implemented Person Accounts and Key Account Plans, configured Accounts and Campaigns, and set up several reports and dashboards. These enhancements have really helped our teams, and Dan was very helpful and knowledgeable along the way.”
