TrevOps SolutionsSalesforce & Traction Rec Consulting
Salesforce consulting for nonprofits.
Your Salesforce org should make your team's work easier, not harder. I fix what broke, clean up what got rushed, and step in as your admin when you need one.
Specialty
Traction Rec
5+ years
of hands-on Traction Rec experience
I'm a former Traction Rec implementation specialist. I know how the product is built, where setups tend to go wrong, and how to fix them without starting over.
- Implementations, rebuilds and post-launch clean-up
- Scholarship and financial assistance processes
- Bookings, registration and membership automation
- Member portal on Experience Cloud
- Reporting and Conga documents built on Traction Rec data
What I've delivered
Work I've done for nonprofits on Salesforce and Traction Rec.
Data loads and migrations
Moving members, households, programs and history out of legacy systems, then mapping, cleaning and loading it so it's right on day one.
Service Cloud and cases
Case management set up so member questions and issues are logged, routed to the right team and tracked to resolution.
Sales Cloud
Leads, opportunities and pipelines configured for fundraising, partnerships and sales teams, with reports to match.
Scholarship application process
End-to-end financial assistance workflows: online applications, review and approval steps, and awards applied at registration.
Conga reporting
Reports and exports that pull clean data from across the org for finance, leadership and funders.
Conga document solutions
Automated letters, statements, receipts and agreements generated straight from Salesforce records.
Booking automation
Reworked booking and registration automation so confirmations, holds and follow-ups happen without staff stepping in.
Member portal
Experience Cloud portal improvements so families can find programs, register and manage their accounts themselves.
Documentation
Guides written for your org
Many orgs go live on Traction Rec without documentation that matches how they actually use it. Generic help articles don't cover your programs, your pricing or your processes.
- Step-by-step how-to guides for the tasks your staff do every week
- Onboarding guides so new hires get up to speed quickly
- SOPs for seasonal work like program setup and registration launches
- An admin handbook covering your automation, integrations and settings
Faster onboarding
New staff learn your system from guides, not weeks of shadowing.
Fewer "how do I..." questions
Answers live in one place, so your team spends less time asking around.
Less reliance on one person
Knowledge stays with your org when people move on.
Who I've worked with
Ways to work together
Project
Implementation projects
- New Salesforce and Traction Rec builds
- Data migrations and loads
- Rebuilds of setups that never quite worked
Good for launching something new or starting over properly.
Monthly
Ongoing support
- Troubleshooting when something breaks
- Automation, reporting and process improvements
- Small builds and changes as needs come up
Good for teams without a full-time Salesforce admin.
Short-term
Stand-in admin
- Day-to-day admin work and user support
- Coverage during a vacancy, leave or busy season
- Documentation and handover to your next admin
Good when your admin is away or the role is open.
About
I'm Trevor Scott, a Salesforce consultant for nonprofits and a former Traction Rec implementation specialist, with over 5 years of Traction Rec and nonprofit Salesforce consulting experience.
- SpecialtiesTraction Rec, Nonprofit Cloud, Sales Cloud, Service Cloud, Experience Cloud, Flows, Conga
- Based inVancouver, BC, working across Canada and the US
- Contacttrevor@trevopssolutions.com
Book a 15-minute call
Pick a time that works. Tell me what's going on with your org, and I'll tell you whether I can help.