Technical Advisory Services

Our advisory services help organizations make technology decisions with impact at the center. The firm offers three engagements: a Roadmap, an Assessment and a Solution Design. Each operates at a different level, from organization-wide strategy to individual workflows, and each is designed to produce a clear path from current state to greater impact.

Contact Us

Contact Form OR
Email: info@craftsmantech.com

CRM Roadmap

Strategic | Enterprise-wide
A broad view of CRM systems, aligned to mission and impact. Defines major transformation priorities, such as retiring legacy tech, architecture overhaul; builds plan with time and budget considerations.

Assessment

Operational | Business Unit or Department
A diagnostic engagement for a known challenge without an obvious solution. Discovery at the intersection of people, process and technology to identify root causes; provides a path forward.

Solution Design

Tactical | Functional Area
A detailed blueprint for a defined need. Captures business, functional and technical requirements; schedule, budget and scope levers provided to align business value to resources.

Enterprise Expertise,
Small Business Culture

We provide enterprise-level skills and methodology while retaining a small business, relationship-focused approach. Craftsman Technology Group is proudly employee-owned and B Corp Certified.

Experts in Salesforce

We pair deep Salesforce expertise with nonprofit insight to maximize your mission’s impact.

WebsiteBadges-41
WebsiteBadges-40
WebsiteBadges-42
WebsiteBadges-39
WebsiteBadges-38
WebsiteBadges-28
WebsiteBadges-24
WebsiteBadges-03
WebsiteBadges-21
WebsiteBadges-16
WebsiteBadges-14
WebsiteBadges-15
WebsiteBadges-02

Get connected with us.

Fill out a short form about your organization's technology needs and we will follow up.
Connect with CTG

Client Testimonials

Craftsman took the time to understand our complex programs and processes. They identified best industry practices and made recommendations that would set our new organization up for success. The final product is something everyone in the organization sees the benefit of.
Madeline Priest Gearing
National Director, Smart-E Loan Program, IPC
Craftsman Technology Group has been an innovative, knowledgeable and dependable partner for all things Salesforce. The team is able to meet our needs in a timely manner and with creative solutions. The team’s knowledge base extends beyond Salesforce to many third-party apps.
Erin Lee
Project Manager,
Greater Boston Food Bank
Craftsman will help you in ways you didn’t even know you needed to be helped. They are proactive, transparent, and extremely versatile/adaptive in the support they offer.

The collective knowledge and skill of the folks at Craftsman make them an incredible asset.
Michelle Anderson
Director, Solutions Development & Architecture, Sandy Hook Promise

Case Studies

100% Mission-Driven Clients

Our work is with organizations in nonprofit, public, and social enterprise sectors.

100% Salaried Professionals

Our staff is a team of full time, salaried, technology professionals.

100% Employee Ownership

Our firm is a small business that has been proudly employee-owned since 2022.