Smart Salesforce Solutions. Real Impact.

From CRM cleanup to staff training, our certified consultants deliver mission-aligned, budget-conscious Salesforce services for nonprofits and small businesses.

Why Choose Transition Trails?

We don’t just deliver Salesforce support — we build capacity. Every consulting project helps fund intern mentorship and expands access to digital careers.

Mission
Aligned

Salesforce Certified

Affordable Packages

Real
Results

Featured Services

Choose your Service

CRM Strategy + Discovery Session

 Nonprofit: $300 | Business: $450

Best for: New Salesforce clients or those preparing for a system redesign. Includes a discovery interview and roadmap.
  •  90-min session + roadmap
  • Tech stack review
  • Action plan + next steps

Salesforce Org Assessment

Nonprofit: $650 | Business: $850

Best for: Health check + improvement roadmap
  • Includes a full org audit
  • System Health Report
  • Improvement Roadmap

Training & Adoption Package

Nonprofit: $800 | Business: $1,200

Best for: Ideal for new users or teams needing skills adoption. Includes virtual training, user guides, and admin handoff.
  • 2 live or recorded training sessions
  • Brand User Guide
  • Role-Based training & office hours
There's More!

Add-On & Specialized Services 

Cleanup + Optimization Sprint

Nonprofit: $950 | Business: $1,300
Clean up fields, flows, and page layouts for a simplified user experience.
  • Duplicate cleanup
  • Field rationalization
  • User/license audit

Reports & Dashboards Setup

Nonprofit: $600 | Business: $850
Build clear, actionable reporting for your board, funders, or executive team.
  • Custom report matrix
  • KPI visualizations
  • Dashboard

Ongoing Admin Support


Starts at $400/month (Nonprofits)
Stay supported with 4 or 8 hours/month. Great for orgs without a full-time admin

  • Monthly check-ins
  • Quick fix coverage
  • Ticket triage
Next Step

How it Works

🗓 1. Book a Free Intro Call
Tell us about your goals and challenges.

📝 2. Get a Customized Proposal
We’ll recommend the best-fit service or bundle.

🔧 3. Start Your Project
We’ll match you with certified consultants and interns.
  • Business Consulting
  • People Strategy
  • Forward Thinking
  • Amazing Support
  • Quality Learning Solutions
  • Expert Instruction
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Testimonials

Some feedback from our Partners

We are dedicated to empowering you with knowledge, skills, and confidence to manage your Salesforce with Confidence

“We learned so much about how to use Salesforce effectively."

The course was the right mix of technical and non-technical elements. The course was also interesting, as we learned a lot about the course structure and how this would work in the real world. The instructors did a good job of communicating and making it a more intimate arrangement.
Chicano Youth Leadership Program

"Transition Trails is our valued partner"

The course taught me in a very friendly and engaging way. The course material was really helpful in preparing my skills and knowledge needed in the real world. It was well structured and the content was interesting and relevant. The materials were excellent, the mentoring approach was excellent.
HaRTFORD pROMISE

“The mentoring approach was excellent.”

The course taught me in a very friendly and engaging way. The course material was really helpful in preparing my skills and knowledge needed in the real world. It was well structured and the content was interesting and relevant. The materials were excellent, the mentoring approach was excellent.
Hugh Richardso

Ready to Get Started?

Every consulting package helps fund our internship program — providing mentorship, real-world Salesforce experience, and job placement support to the next generation of talent. Your project builds more than tech. It builds careers.
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