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The Sherpa Approach

The wisdom of a sherpa. The reward of your practice.

Imagine being at peace with your data. No more fighting with mail merges. No more intimidating new staff with a huge binder that explains the many steps to update your database. No more trapping your data in a black box of old systems and software updates. We’re on a mission to bring you this peace, and we achieve it with a process unlike anything data management has seen before. The Sherpa approach means we are more guide than taskmaster, more teacher than consultant on your journey towards peace with your Salesforce database. We work alongside your nonprofit organization to:

Plan the Trek

Database Sherpa will customize your trek by defining your nonprofit organization’s needs, short- and long-term goals, capacity, and other factors affecting the design of your Salesforce database. Working together, we will identify how far to climb based on what’s realistic for your organization.

Prepare the Team

Just as a Sherpa wouldn’t carry a mountain climber to the top, so too will we expect your organization to actively participate in the process. We will equip your team for the journey through hands-on training and resources for self-directed learning.

Put the Plan Into Practice

Database Sherpa will be a hands-on teacher as we co-create your Salesforce database. We view database management as a practice rather than a project. Most organizations invest about 100 hours of practice in their work with Database Sherpa, between time spent learning and actively building their Salesforce database.


Need help making peace with your data in Salesforce? Click here to request a conversation. We’d love to learn about your journey so far and create a plan for your next trek.