A Single Trusted Answer to Every Question

You already have Salesforce. Orchid connects
it so membership, finance, and marketing all pull the same number.

Orchid Consulting diagnoses root causes, fixes what's broken, and builds your Salesforce to last.

Who We Work With

Siloed Data

Three Reports
Three Answers
One Lost Afternoon

Leadership asks for a number. Membership pulls one report, finance pulls another, marketing has a version in a spreadsheet. None of them are obviously wrong but none of them quite match.

Over time the organization develops a quiet consensus that the data is unreliable, and decisions are made on instinct.

The cause is rarely the old system. It's what comes across in the migration and what isn't decided about the data afterward. Orchid handles both.

30+
Years in Technology
77
Salesforce Certifications
95%
Client Retention
90d
Average Project Start to Live

What This Looks Like Day to Day

The Same Question Returns Different Answers
Whoever pulls the report determines the number.
Old Data Lives in the New System
Duplicates, stale contacts, and fields nobody can explain remain.
Spreadsheets Run Alongside Salesforce
They started as a backup. Now they're what people use.
Nobody Agrees on What Active Means
Definitions live in individual heads rather than in the system.
Reporting Sits With One Person
So does every question anyone wants answered.
Nothing Ever Gets Archived
Records from a decade ago sit beside this year's, because letting go feels risky.

Clean Data
That Says Clean

Data work does more for system performance than almost anything else you can fund. We merge duplicates, standardize naming, and repair histories, then set the rules that hold as new records arrive.

Duplicate Member Records
Address and Contact Accuracy
Archive Policy
Naming Conventions
Active and Lapsed Definitions
Ongoing Data Hygiene

Systems That Agree With Each Other

Finance, events, and marketing tools each hold part of the picture, and manual reconciliation between them is where discrepancies begin. We connect them so a change in one place lands everywhere it belongs.

Finance and Accounting
Marketing Automation
Learning and Certification
Event Platforms
Payment Processing
Data Warehouse and BI

The Migration Is Just a Data Dump

Every record the old system ever held comes across, errors included, because the plan covers the move but not the data.

We sort what migrates and doesn't so your data stays clean and current.

Reporting Nobody Else Can Own

When one person builds every report, every question routes through them, no answer is checkable, and if they leave, the reporting leaves with them.

We build reporting several people can own and maintain.

Built into every engagement

Numbers Ready Before Anyone Asks

Stats Counter and Chart Component put live figures on any page, so active counts, renewal totals, and revenue are visible where people already work. The report request disappears because the answer is already on screen.

Dashboards built per role rather than one shared view
Live metrics on the pages your team opens every day
Definitions applied the same way for everyone
Meet Cyril

Related Challenges

See What Your Salesforce Can Be Doing

Start with a Salesforce ROI Roadmap. We map your environment against your goals and hand you a prioritized plan with effort and impact for every item.

No cost, no obligation.