Your systems should talk to each other. I make sure they do.
I'm an independent consultant who connects, automates, and maintains the platforms your business runs on — Salesforce, Microsoft 365, and everything in between. No agency layers. One person, accountable end to end.
Everything between "we bought the software" and "it actually works."
End-to-end consulting across the platforms your business depends on — from first setup to deep customization to keeping it all healthy.
Salesforce consulting
Administration, configuration, custom development, and optimization — so the CRM you're paying for becomes the CRM your team actually uses.
Microsoft consulting
Microsoft 365, Dynamics, and Power Platform, deployed and managed so your team can focus on the work instead of the tools.
Systems integration
Robust APIs and middleware that move data where it needs to go, automatically — no more exporting CSVs between platforms by hand.
Business process automation
Approval workflows, data routing, and end-to-end process orchestration that eliminate the manual steps slowing your team down.
Document management
Structured document workflows, version control, and compliance-ready systems tailored to how your business actually operates.
Platform administration
Ongoing administration, user management, security audits, and proactive maintenance — so small issues never become big ones.
A straightforward path to a better system
No bloated timelines. No unnecessary complexity. Four clear steps from where you are to where you want to be.
Discovery
We map your current stack, pain points, and goals in a few focused conversations.
Strategy
You get a pragmatic roadmap with clear milestones, costs, and expected outcomes.
Implementation
I configure, build, integrate, and test until everything works the way it should.
Support
Ongoing administration and optimization so your systems keep pace as you grow.
Three ways to work together
Pick the shape that fits your situation — every engagement starts with a free conversation.
Project
A defined build with a defined end: a CRM migration, a new integration, an automation rollout. Scoped, quoted, and delivered.
Scope a project →Retainer
Your fractional Salesforce and Microsoft admin. Monthly hours for maintenance, user support, and continuous improvement.
Ask about availability →Systems audit
A focused review of your current setup with a written report: what's working, what's broken, and what to fix first.
Book an audit →Jakob Beach
I'm an independent consultant specializing in Salesforce, Microsoft ecosystems, and the connective tissue between enterprise platforms. When you work with me, you work with me — no layers, no hand-offs, no junior team you never met on the proposal call.
My approach is practical: understand the problem, design the right solution, build it well, and make sure it lasts. Whether it's a CRM migration, a complex API integration, or finally getting your document workflows under control, the level of care is the same.
Let's talk
Tell me a bit about your project — your platforms, your pain points, what "fixed" would look like — and I'll get back to you within one business day.
jakob@jakobbeach.com