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3C Advising offers both public-facing websites and internal portal experiences for clients to interact with, and are compatible with most CRM instances. We assist clients with creating new pages, editing existing ones, and managing user access. Additionally, we have created various features such as Newsletter Subscription Buttons, Automated Invoicing Requests, Volunteer Application Forms, and Privacy Notice pages to ensure legislation compliance. Contact us to improve and enhance your website pages and portals.
See what we do best
Products and Services
We provide customizable service packages, along with simple
affordable project-based invoicing for
Salesforce and HubSpot
Administrator Maintenance and User Management
Every CRM instance needs a certified administrator to ensure success and maintain functionality. 3C Advising has a competent team of Salesforce Certified Administrators to handle updates, errors, duplicates, user management, and other common admin tasks. Choose from multiple plans to see which best fits your needs.
Custom Development and Advanced Training
3C Advising offers free consultations for custom development and automation that can improve your business process and make tasks more efficient. We have flow experts who can develop tested solutions specific to client requirements. We offer a variety of training for beginners, mid-level, and advanced users and administrators. 3C Advising provides 1 on 1 mentorship or group training sessions.
Data Integrity and Imports
3C Advising specializes in data management services to help clients protect valuable information from cyber-attacks and fraudulent hackers. Our services include cleaning, compiling, importing, exporting data, and managing duplicate records. We compile the data that is most important to you and populate it in key efficient locations.
Troubleshooting and Engaging Technology
3C Advising investigates and resolves technical issues, including Enrollment Issues, Flow Failures, Data Import Failures, Record Updating Errors, and much more. Our team takes a comprehensive approach to improving user adoption and satisfaction by removing unnecessary features and installing helpful resources. Contact us today for assistance in enhancing your staff and system's performance.
Grant and Attendance Reporting
A lot of companies are data rich but insight poor. 3C Advising excels in accurate reporting for Sales Reporting, Annual Reports, and Grant Reporting allowing clients to focus on other tasks.. We have helped companies receive over $40 million dollars in grant funding by providing lasting reports that align with grant requirements year after year. Contact 3C Advising with your grant report specifications for same-day turnarounds.
NPSP Donations and Software Integrations
3C Advising specializes in helping clients make the most of Salesforce's native NPSP functionality for nonprofit donation management. We offer a range of services, from integrating giving pages and software to bulk data entry, 3C Advising provides insights into engagement and communication processes. With expertise in donation rollups and software integrations, we can help take your donor system to the next level for more lucrative customer relationships.
Portal and Website Updates
Additional Services and Products
We understand that some database tasks can be repetitive and 3C Advising strives to automate them. For the ones that cannot be automated, we take pride in our attention to detail when inputting settings or data points. Additionally, we offer to build out enrollment options, products, memberships, programs, bulk billing charges, financial reconciliation, and application questions to ensure successful enrollments. With experience supporting over 165 companies, we provide invaluable insight into the best processes to get the most out of Salesforce, HubSpot, MyClubHub, and many other CRMs.
Customer Service Support
Have you considered outsourcing your technical customer service to 3C Advising? We have a team of trained agents who can answer your customers' inquiries, provide the necessary documentation, and offer support to both clients and staff via your CRM, all while adhering to your standards and business practices. It could be a great way to streamline your customer service and develop other areas of your business. See how we can increase customer satisfaction, and improve your support system!
See what we can do for you
Schedule a free consultation today!