Salesforce & Tech Help for Small Businesses
Too many spreadsheets, apps that don't talk to each other, or a system nobody uses? I figure out what you need, set it up, and show your team how to use it. You don't have to know the tech words. That's my job.
If this is your business, you're in the right place
- Your business runs on spreadsheets, sticky notes, and memory
- Customer info lives in five places, or in one person's head
- You type the same information into more than one system
- Invoicing, scheduling, or follow-ups take way too long
- You bought a system, but it never got set up right
- Your system is slow and complicated, so your team avoids it and falls back on spreadsheets
- Leads and customers slip through the cracks
- You know there's a better way. You just don't know what it is.
If you nodded at any of these, you don't need to know what software to buy. You need someone to sort it out with you, and then build it.
From “where do I start?” to up and running
We talk
Tell me how your business runs and what's driving you crazy. A free 30-minute call, in plain English.
I find the fix
I look at your tools and how work actually flows, then recommend what to keep, change, or add. No upselling software you don't need.
I build it and get you running
I set it up, connect your tools, move your data, automate the busywork, and train your team, then stick around for support if you want it.
Hands-on help, not just advice
Salesforce is my specialty, but I work across the everyday software small businesses run on.
Get organized in one system
Customers, jobs, quotes and follow-ups in one place everyone can see, instead of scattered spreadsheets.
Make your tools talk to each other
Stop entering the same thing twice. I connect your systems so information flows between them automatically.
Automate the repetitive stuff
Reminders, approvals, invoices, reports: the tasks that eat your week can often run themselves.
Fix a system that isn't working
Already have software but nobody uses it right? I clean it up, simplify it, and train your team.
Figure out what you actually need
Too many tools, or not sure where to start? An honest review of what you have and a plan you can act on.
An ongoing tech partner
Someone in your corner for tech decisions and upkeep, without hiring a full-time IT person.
What this looks like in practice
Automated reconciliation for a snow removal company.
Field crews log jobs from their phones, straight into the system.
Customers and invoices sync automatically.
Trusted to get it done
“She is incredibly smart and solution-oriented in her work. She's a gifted Salesforce administrator, comfortable in both the details and the big picture.”
“I have an extreme level of trust in Alli. She has the consummate Solution Architect profile, and she just seems to 'get it.'”
“Alli was integral in completing several enhancements and is a great resource to us.”
Hi, I'm Alli.
I've spent 20 years making technology work for real organizations, and 15 of them in Salesforce, from running IT for an education nonprofit to designing and building systems as a senior solution architect.
I started Pallas Cloud because small businesses deserve the same tech clarity as big ones, without the big-firm price or the jargon. When you work with Pallas Cloud, you work directly with me.
Not sure where to start? That's exactly what the first call is for.
Tell me what's frustrating you, and I'll tell you honestly whether and how I can help.
Book a free 30-minute call