Our team holds active Salesforce certifications across the clouds we work in most: Nonprofit Cloud, Sales Cloud, Service Cloud, Experience Cloud, and Industries Cloud (Public Sector Solutions). Our founder, Hayley Tuller, is an 18x Salesforce Certified Architect and an active voice in the Salesforce nonprofit community. When we propose a team, we can share the specific certifications relevant to your work.

BrightHelm Partners is a Salesforce Select Consulting Partner, building on the established ecosystem legacy of our predecessor consultancy, CRM Navigators. Partner tier reflects verified Salesforce certifications, client satisfaction scores, and project delivery history. Select tier means we've met Salesforce's standards across all three — and we continue to maintain them. You can verify our partner status directly on the Salesforce AppExchange.

Your project is led by certified Salesforce professionals with deep nonprofit experience. Our founder, Hayley Tuller, is an 18x Salesforce-certified Navy veteran with 20+ years in the nonprofit sector and a former Salesforce Product Manager. Our delivery team — including Senior Consultants Trent Whalon, Karen Trotter, and Miki Todosov — is similarly credentialed and sector-focused.

Our portfolio CSAT average is 4.84 out of 5 across 7 projects with no score below 4.5. Clients include Goodwill Industries of North Florida (5.0), Student Veterans of America (5.0), Middle Tree (5.0), Apsona (4.9), and Coastal Enterprises Inc. (4.8). The strongest signal: most clients have come back for a second engagement.

Discovery is where we build the blueprint for your project before a single line of configuration is written. We examine what you have, what's working, what's technical debt, and what's missing. The result is a clear roadmap — along with the evidence you need to secure funding or internal buy-in. We deploy Discovery in three modes: fast (ready to move now), medium (need a roadmap to fundraise first), and slow (working through a larger organizational change).

Most clients start with a Discovery engagement. It lets us get to know your org, your team, and your goals — and lets you get to know us — before committing to a larger build. If you're not sure whether you're ready for Discovery, a conversation with Hayley is a good first step.

Project scopes vary — a focused Discovery typically runs $15K–$35K+, and full implementations are scoped based on your needs. We require a 50% deposit to begin, with the remainder invoiced as work is delivered.

We don't publish a hard floor, but we're honest about fit from the first conversation. Discovery engagements and Projects involve structured, senior-level work — they're priced accordingly and designed for organizations with meaningful complexity to solve, not quick configuration tasks. If your needs are smaller or exploratory, Expert on Demand is often the right starting point: it gives you access to certified expertise without committing to a full project. The free scoping call is where we figure out together whether the scope and investment make sense on both sides. If we're not the right fit, we'll say so — and try to point you somewhere better.

EOD is a monthly subscription that gives you a bank of hours each month for ongoing Salesforce support — bug fixes, small builds, reports, user questions, and light development. It's designed for organizations that don't need a full-time Salesforce admin but need reliable, expert help. Hours are allocated monthly and can be supplemented with overage blocks for larger needs.

Expert on Demand is a monthly subscription that gives you access to a bench of certified BrightHelm consultants without the overhead of scoping a new project every time something comes up. Here's what that looks like in practice: you submit requests through a shared workspace, we triage and assign based on skill set, and most requests are in motion within one business day. Work is tracked against your monthly hours so you always know where your balance stands. Hours you don't use roll over for up to three months — they don't just disappear at the end of the month. You can scale your hours up or down, and there's no long-term contract; cancel with standard notice whenever your needs change. It works best for organizations that already have Salesforce running and need a reliable senior resource on call — without the cost or commitment of a full-time hire.

Yes — and that's a case we know well. We excel at stepping into challenged orgs, assessing what's there, prioritizing what matters, and charting a course forward. We don't just build greenfields. One of our anchor client stories involved leading a full Salesforce Reset Plan from a difficult starting point — and delivering a 4.5 CSAT outcome.

Yes — and we think this question deserves a straight answer, not a sales pitch. In our free scoping call, we'll ask about your programs, your data, your team, and what you're actually trying to accomplish. If Salesforce is the right tool, we'll tell you why and what it would take. If it isn't — or if the timing isn't right — we'll tell you that too. We've sent more than one organization back to a simpler tool because the investment wasn't justified. Part of being a trusted advisor is being willing to recommend you don't hire us yet.

BrightHelm Partners is registered on SAM.gov and holds SDVOSB (Service-Disabled Veteran-Owned Small Business) and WOSB (Woman-Owned Small Business) certifications through the SBA — credentials that matter in federal and state procurement. We work directly with public sector agencies and can support both direct-award and competitive contract engagements. If your agency uses a specific vehicle or procurement process, bring it to the scoping conversation and we'll tell you plainly whether and how we can work within it. We're built for this — not as an afterthought.

Yes. Higher education is one of the verticals we serve alongside nonprofits and public sector agencies. Our higher ed work typically falls into a few categories: advancement and fundraising (alumni relations, major gift tracking, campaign management), student and constituent services (case management, advising workflows, wraparound support programs), and public-facing portals (Experience Cloud sites for students, alumni, or community partners). State institutions often benefit from our public sector certifications as well. If your institution is evaluating Salesforce, migrating from a legacy system like Raiser's Edge, or trying to get more out of an existing org, we're a natural fit.