Our services
We customize, so you don’t compromise
Tired of juggling multiple software programs that create more
problems than they solve? We get to the heart of what makes
your organization tick and tailor Salesforce to be your
perfect wingman. Check out our services.
Tired of juggling multiple software programs that create more problems than they solve? We get to the heart of what makes your organization tick and tailor Salesforce to be your perfect wingman. Check out our services.
Technology Consulting & Strategy Services
Technology Consulting
Is your tech stack holding you back? Get an expert assessment of your structure, workflows, and business processes. Whether you need targeted enhancements or a complete rebuild, we’ll optimize your technology to drive efficiency and success.
- In-depth assessment: Identify optimization opportunities in your current systems.
- Personalized strategy: Custom digital transformation blueprint aligned to your goals.
- Targeted enhancements: Quick wins and high-impact improvements for immediate value.
Agudah of Illinois
Sruly’s wealth of experience and resourcefulness has proven invaluable in guiding us clients through the process. His team brings not just technical expertise, but a genuine understanding of the nonprofit landscape that makes them an invaluable partner.
Licensing
Worried about Salesforce licensing costs? Get a smart licensing strategy based on your team’s actual needs and usage—cut costs while boosting productivity.
- License optimization: Get the right mix of license types for your needs.
- Automation opportunities: Replace user licenses with automated processes.
- Negotiation support: Secure better Salesforce pricing and terms.
Agudah of Illinois
Sruly’s wealth of experience and resourcefulness has proven invaluable in guiding us clients through the process. His team brings not just technical expertise, but a genuine understanding of the nonprofit landscape that makes them an invaluable partner.
Salesforce Auditing
Is your Salesforce more Frankenstein than Ferrari? Let’s transform your system from a resource drain into a revenue driver. Our audit uncovers inefficiencies, security gaps, and opportunities to unlock your org’s full potential.
- Process analysis: Align your actual workflows with system setup.
- Security review: Identify vulnerabilities early.
- Automation assessment: Eliminate manual busywork.
- Integration evaluation: Fix system disconnects.
Agudah of Illinois
Sruly’s wealth of experience and resourcefulness has proven invaluable in guiding us clients through the process. His team brings not just technical expertise, but a genuine understanding of the nonprofit landscape that makes them an invaluable partner.
Custom Salesforce Development Services
Digital Workflows
Still pushing paper and juggling manual processes? Time for an upgrade.
We’ll transform your tedious office work into smooth, automated workflows
that practically run themselves. No more endless email chains or lost approvals. Instead, you get:
- Smart routing: Documents and requests find their way to the right desk.
- Digital forms: Capture data cleanly the first time, every time.
- Self-service options: Empower constituents to help themselves.
Chesed Chicago
Their team just gets it. No matter what feature we throw at them, they find a way to make it work. If you're running a multi-faceted nonprofit and need someone who can handle that complexity, these are your people.
Business Intelligence
Tired of digging through cluttered screens for critical insights? Say goodbye to data silos and hello to a 360-degree view of your organization. We create intuitive interfaces that put your most important information front and center, empowering you to:
- Monitor team performance: Instantly see the metrics that matter most.
- Track critical deadlines: Never miss a beat with color-coded visual alerts.
- Simplify customer history: View important interaction data at a glance.
- Visualize pipeline health: Get real-time insights with custom analytics.
- Measure goal progress: Track individual and team targets effortlessly.
- Optimize resource allocation: Monitor cross-department capacity in a snap.
- Prioritize key deals: Automated alerts ensure nothing falls through the cracks.
- Streamline data access: Find vital customer details without endless scrolling.
Chesed Chicago
Their team just gets it. No matter what feature we throw at them, they find a way to make it work. If you're running a multi-faceted nonprofit and need someone who can handle that complexity, these are your people.
CRM
Drowning in disconnected data? Let’s build you a single source of truth. Whether you’re managing donors, patients, or clients, we’ll craft a Salesforce CRM that becomes your organization’s digital nerve center. Say goodbye to information scattered across spreadsheets and hello to:
- Custom workflows: Your unique processes, digitized and streamlined.
- Track critical deadlines: Never miss a beat with color-coded visual alerts.
- Real-time updates: Always current, always accurate information at your fingertips.
Chesed Chicago
Their team just gets it. No matter what feature we throw at them, they find a way to make it work. If you're running a multi-faceted nonprofit and need someone who can handle that complexity, these are your people.
Integrations
No more manual data entry or lost opportunities. We’ll connect your donation forms, payment portals, and contact submissions directly into your CRM—creating a seamless system that works 24/7 to keep your data flowing automatically.
- Seamless data flow: Information moves automatically between systems.
- Payment processing: Secure, efficient handling of transactions.
- Custom portals: Give constituents secure access to their information.
Chesed Chicago
Their team just gets it. No matter what feature we throw at them, they find a way to make it work. If you're running a multi-faceted nonprofit and need someone who can handle that complexity, these are your people.
Alex Mashinsky, CEO at Acer Trailer
"I highly recommend FTD. They have guided us with our website upgrade and CRM, and developed custom features for our inventory and ordering system. Everything was delivered on time and as promised."
Data Services
Data Migration
Moving to Salesforce means moving years of valuable data. We handle
complex data transfers from your legacy systems—maintaining data integrity, relationships, and history while eliminating duplicates and errors.
- Precision mapping: Every field finds its perfect home in Salesforce.
- Smart transformation: Convert legacy data into Salesforce-friendly formats.
- Historical preservation: Keep your valuable historical data intact.
Flatbush Community Fund
What really impressed us was their responsiveness—every question or concern was addressed promptly, turning what could have been a complex process into a smooth, efficient journey.
Data Cleaning
Bad data costs time and money. We clean and standardize your Salesforce
data—eliminating duplicates, fixing inconsistencies, and creating processes
to keep it clean.
- Smart deduplication: Merge duplicate and incomplete records into single sources of truth.
- Validation rules: Build guardrails that keep bad data out.
- Custom cleanup rules: Your standards, automatically enforced.
Flatbush Community Fund
What really impressed us was their responsiveness—every question or concern was addressed promptly, turning what could have been a complex process into a smooth, efficient journey.
User Training and Salesforce Education Services
User Training
New systems only drive results when teams actually use them. We deliver practical, role-based Salesforce training that shows your staff exactly how
to use the system to work faster and smarter.
- Interactive sessions: Real-world scenarios using your actual system.
- Best practice integration: Industry-proven workflows and shortcuts.
- Documentation library: Custom guides for ongoing reference.
Smartchart HR
We needed a partner who had the expertise of a large firm but the personal touch of a boutique agency. Fast Track Digital fits that sweet spot perfectly. Their attention to detail and response time to queries is unmatched—and I mean that literally. We've worked with other vendors, but none come close to their level of service.
Admin Training
Give your Salesforce administrators the right knowledge to maintain and optimize your system. We teach practical skills and best practices—from security protocols to efficient workflows—ensuring your system runs smoothly long-term.
- System Configuration: Custom objects, fields, page layouts, validation rules.
- Security and Access Management: User roles, profiles, permission sets, data security.
- Reporting and Analytics: Custom reports and dashboards.
- Automation Tools: Salesforce Flow for custom screens and automations.
Smartchart HR
We needed a partner who had the expertise of a large firm but the personal touch of a boutique agency. Fast Track Digital fits that sweet spot perfectly. Their attention to detail and response time to queries is unmatched—and I mean that literally. We've worked with other vendors, but none come close to their level of service.
What could your team could do with all those extra hours per month?
Reach out for a free 30-minute, no-obligation chat.
