Clarity in an AI-Driven World

We help Salesforce driven organizations use AI responsibly through governance frameworks that protect data and build trust.

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About CCC

Clear Concise Consulting — The Three Pillars

  • 1. Salesforce Architecture

    We build Salesforce systems that make sense, no clutter, no confusion.

    Every object, automation, and report has a reason to exist.

    Architecture should create clarity, not complexity.

    Core Themes

    Scalable data models and flows

    Clean relationships between people, processes, and records

    Thoughtful use of automation that enhances trust and transparency

    You’ll See This Pillar In:
    your consulting services, client frameworks, and long-form architecture articles.

  • 2. Training & Templates

    We teach Salesforce in plain language.
    No jargon.
    No endless theory.

    Just tools and templates that make learning feel achievable and even enjoyable.

    Core Themes

    “Show, don’t overwhelm” approach to education

    Downloadable templates, visual frameworks, and practical training

    Confidence through structure and repetition

    You’ll See This Pillar In:
    your Gumroad products, NYU courses, CCC Kits, and blog tutorials.

  • 3. AI Governance

    AI should help people think better, not worry more.

    We bring clarity, ethics, and communication into every AI decision, so automation stays human.

    Core Themes

    Data integrity, documentation, and transparency

    Ethical AI frameworks for Salesforce and beyond

    Turning complex systems into stories people can trust

    You’ll See This Pillar In:
    your governance consulting, AI-readiness reports, and leadership thought pieces.

How We Make Salesforce Clear and Concise

For Career Changers

Making a tech pivot can feel overwhelming. We provide step-by-step guidance that builds your confidence alongside your skills, creating a foundation for your new career path.

For Overwhelmed Professionals

Inherited a messy Salesforce instance? Struggling to make sense of your organization's setup? We'll help you tame the chaos and turn Salesforce into your most powerful ally.

For Small-to-Mid-Size Organizations

Need Salesforce expertise without the enterprise price tag? Our tailored solutions give you big-company capabilities with personalized support.

Our Salesforce Cloud Solutions

  • Sales Cloud

    Sales Cloud can be overwhelming with its complex features and constant updates. At Clear Concise Consulting, we simplify Sales Cloud for you. We address common pain points such as data integrity issues, user adoption challenges, and inefficient sales processes. Our tailored solutions ensure your sales team can focus on closing deals, not wrestling with technology.

  • NPSP

    Nonprofits often struggle with data management and reporting in NPSP. Clear Concise Consulting helps you overcome these challenges by ensuring data accuracy, optimizing donor management, and creating custom reports. We make NPSP work for you, so you can focus on your mission.

  • Service Cloud

    Service Cloud can be challenging to configure and manage, leading to poor customer service experiences. Clear Concise Consulting helps you optimize Service Cloud to improve customer satisfaction. We address issues like inefficient case management, lack of automation, and poor user training.

  • Non Profit Cloud

    Nonprofit Cloud is complex and can be difficult to navigate, especially for organizations transitioning from NPSP. Clear Concise Consulting helps you leverage Nonprofit Cloud effectively by addressing pain points such as complex data models, lack of documentation, and integration challenges.

  • Experience Cloud

    Experience Cloud can be tricky to set up and customize, leading to subpar user experiences. Clear Concise Consulting ensures your Experience Cloud implementation is smooth and effective. We tackle pain points like poor user engagement, complex customization, and integration issues.

  • Account Engagement

    AE (or Pardot) can be overwhelming with its advanced features and integration requirements. Clear Concise Consulting helps you maximize Pardot's potential by addressing pain points such as complex automation, data integration, and user training.

Our Services

Start with Clarity.

Have questions about Clear Concise Consulting and how we can help?

Fill out the form to the left or shoot us an email here:

info@clearconciseconsulting.com