What does Clear Concise Consulting do?

Clear Concise Consulting (CCC) helps organizations make the most of Salesforce. We specialize in implementation, customization, and training for nonprofits and growing businesses. Whether starting from scratch or optimizing what you have, we design practical, user-friendly solutions so your CRM works for you.

CCC was founded by Jeremy Carmona, a certified Salesforce consultant and former journalist, supported by a network of admins, developers, and trainers aligned to clear documentation, ethical practice, and continuous learning.

We serve nonprofits needing NPSP/donor management, small-to-mid-sized businesses automating sales/marketing/service, and individuals seeking Salesforce certifications or admin skill growth. Not sure we’re a fit? Book a free discovery call and we’ll point you in the right direction.

What consulting services do you offer?

Implementation & migration; process automation (Flows, approvals, triggers); data clean-up & governance (dedupe, validation rules, backups, audits); custom reporting & dashboards; and ongoing admin support via retainer.

Do you offer training, documentation and templates?

Yes. We provide guided templates, checklists, live webinars, on-demand courses, and step-by-step documentation tailored to your org. Many resources are free on the site; premium templates are available in our store.

How do I get started on a project?

Schedule a free discovery call, receive a scope of work with deliverables, timeline, and pricing, then kick off with a requirements workshop and project setup.

Do you work with clients outside of New York?

Yes. We serve clients across the US and internationally. Most work is remote via video calls and shared tools, with in-person available for larger projects.

How are your services priced?

By scope (flat fee) or time-and-materials (hourly). Fixed-price is common for well-defined projects; hourly works best for ongoing support.

Do you offer nonprofit discounts?

Yes. Registered nonprofits typically receive service and template discounts. We may also volunteer hours for aligned causes.

Do you require a deposit?

Yes. 30–50% deposit is standard for projects; balance due at milestones. Hourly retainers are invoiced monthly.

What types of templates or guides do you offer?

Flow templates, data import/export guides, admin project kits, and portfolio projects for practice.

Are your resources free?

We offer a mix of free blog guides and premium store templates. Paid resources include lifetime updates and email support.

How do I access a resource after purchase?

Purchases include an email download link; account holders can access past purchases in their dashboard.

Do you offer Salesforce training?

Yes. Webinars, workshops, self-paced courses, and exam prep for certifications.

Can you help me prepare for Salesforce certifications?

Yes. Exam prep packages include study roadmaps, mock exams, and one-on-one coaching.

What experience level is required for your training?

We have beginner, intermediate, and advanced programs. Contact us for guidance.

How do I contact support?

Email support@clearconciseconsulting.com, use our contact form, or portal/phone for urgent issues.

What is your typical response time?

We acknowledge tickets within 24h on business days; resolution depends on complexity, with priority for retainer clients.

How do you handle confidentiality and data security?

We sign NDAs, follow best practices, and avoid sharing data with third parties.

What is your typical project timeline?

4–6 weeks for simple implementations; 3–6 months for larger projects. Timeline provided upfront.

What tools do you use for collaboration?

ClickUp or Trello for tasks, Slack/Zoom for communication, Google Drive/Notion for documentation.

Do you provide post-project support?

Yes. 30 days free support post-project; ongoing support via retainer or hourly.

What payment methods do you accept?

Credit cards, ACH, PayPal, and Wise for international.

What is your refund policy for digital products?

7-day refund for templates/courses; project deposits non-refundable once work starts.

Are there any contracts or long-term commitments?

No. Retainers cancelable with 30 days’ notice.

228 Park Ave S #871721, New York, NY 10003, USA. Serving clients worldwide.

Do you work with subcontractors?

Yes, vetted specialists bound by confidentiality agreements.

Can I meet you in person?

Mostly remote; in-person workshops/training available in NY area. Travel costs may apply.

If your question isn’t covered here, contact us or reach out on social media. We update FAQs regularly.

Blog

Salesforce admin tips, NPSP strategies, and data governance insights.

Jeremy Carmona 7/19/25 Jeremy Carmona 7/19/25

How I Use Salesforce Templates to Save Hours Per Project

Templates help streamline the project initiation process by providing structured questions and considerations, such as:

Identifying involved objects
Auditing existing automations
Testing scenarios and potential risks

Jeremy Carmona 7/7/25 Jeremy Carmona 7/7/25

5 Things I Wish I Knew as a New Salesforce Admin

Understanding the foundational aspects of Salesforce administration can significantly ease the transition for new admins and enhance their effectiveness in managing the platform.

Jeremy Carmona 7/6/25 Jeremy Carmona 7/6/25

5 Critical Templates Every Salesforce Admin Need

Discover how Salesforce admin templates can enhance your efficiency. From data quality to security, these customizable tools streamline workflows and boost productivity.