Serving Clients Is Hard Enough.

Don't Let Administrative Stuff Get In The Way

Create a tailored database to automate repetitive tasks, centralize data collection, integrate different systems, and get control over your nonprofit

What a highly functional database can do for you

Centralize Data Collection

Centralized data improves efficiency, outcomes, and morale.

Instantly Generate Reports

Refresh and view up-to-date reports in seconds.

Automate Repetitive Tasks

Save time by automating your most tedious tasks.

Set Alerts and Reminders

Let a database remind of you important deadlines and dates.

I believe in technology’s ability to create efficiencies for nonprofits to provide services. I really feel strongly that we need to access all the technology possible. We need to optimize gathering, collecting, and storing data so we can pull reports and communicate what’s happening back to our boards and communities. This information is so valuable to our mission, our goals, and of course, each individual we serve.

MARY EBLE, EXECUTIVE DIRECTOR OF NORTH BAY HOUSING COALITION

Case Studies

Hi! I'm Patrick

I’ve been working with nonprofits for more than 15 years. I LOVE doing this work. One of my favorite things to do is take a boring task that takes days or hours to do and finding a way to do it in a fraction of the time, sometimes even seconds!

I currently have 15 different Salesforce database certifications (including one specialized for nonprofits) and have earned the credential of "Salesforce Application Architect".
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The database implementation process

Needs Assessment & Info Gathering

Every nonprofit is unique! I'll learn about the info your org tracks, who gathers it, how it should be stored, and more. 

Database Design & Build

Now it's time to design the database structure and build! This is a very collaborative process and we'll be checking in all along the way

Staff Training & Rollout

I provide live zoom trainings, screenshot tutorials, and pre-recorded video tutorials to set everyone up for success

Patrick is mindful of our needs and then works on something that will be effective for us. He doesn't try to sell us on something simply because it works for someone else. He works with different nonprofits, and sometimes there are valuable ways to learn from each other's databases. But he also makes sure that what we're implementing is tailored specifically for us. We're not all going to do it precisely the same way, and Patrick finds unique answers for our needs.

norma delgado, executive director of home ownership made easy

Frequently asked questions

What is a Database... Why does a database matter... What is Salesforce... Why use Salesforce... How much does this cost to setup and maintain... How much does this all cost... and more
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You made it this far!

Go ahead and book a free call with me to see if I can help!

Or contact me here about anything!

Patrick has a unique combination of digging to understand the broader situation and the broader problem, but then also being extremely detail oriented and attentive to what's actually gonna work. I think having those two qualities in the same person is rare, and that it really makes him so much more impactful. Patrick also has a high level of technical expertise and a willingness to go back and try a different approach if something's not getting us what we need. I couldn’t recommend him highly enough.

Jan STOKLEY, executive director of Housing Choices

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