Techara was built on a simple idea: organizations deserve expert Salesforce support without the cost or commitment of a full-time hire. As your fractional Salesforce admin, Techara delivers senior-level expertise in a flexible, scalable model designed to fit the way modern teams work.
We commit to a set maximum number of hours each week and structure all work in focused, transparent sprints. This gives you consistent progress, predictable planning, and the confidence that your priorities are handled by someone who understands Salesforce at a deep, technical level. You’ll receive proactive recommendations, hands-on execution, and clear communication every step of the way.
And because you’re billed monthly only for the hours you actually use, you get the benefits of a long-term partner without the overhead - bringing enterprise-grade Salesforce support to organizations of any size.
Fractional Salesforce Administration
Building Business Processes Across Systems
Salesforce rarely stands alone. Techara helps you map and build end-to-end business processes that span multiple tools: CRM, marketing automation, support platforms, finance systems, and beyond. We align people, data, and technology to create workflows that are smooth, consistent, and fully documented—so your entire organization runs more effectively.
Reporting & Dashboard Development
Transform your data into insights. Techara builds clean, reliable reports and dashboards that give your team clarity and visibility. From KPI tracking to revenue dashboards to board-ready nonprofit reporting, we ensure your data tells the story you need.
Data Pipelines
Move and transform data with confidence. Techara builds and manages data pipelines between Salesforce and third-party tools, warehouses, or analytics platforms. From ETL strategies to scheduled synchronizations, we ensure your data flows reliably and securely, with the structure your reporting and operations depend on.
User Management
Keep your Salesforce org organized, secure, and easy to navigate. From creating and managing users to optimizing roles, profiles, and permissions, Techara ensures everyone has the right access and a seamless experience. We handle onboarding, offboarding, license management, and day-to-day admin needs so your team can focus on their work—not system logistics.
Full System Audits
Get a clear, expert assessment of the health of your Salesforce ecosystem. Techara conducts comprehensive audits covering data quality, automation, security, system performance, and technical debt. You’ll receive a detailed report with prioritized recommendations—what needs attention now, what can wait, and what will make the biggest impact on your operations. Perfect for teams looking to clean up, optimize, or prepare for future growth.
Automation
Turn manual work into automated workflows that save time and reduce mistakes. Techara designs and builds smart automation using Flow and programmatic automation. Whether it’s lead routing, onboarding workflows, handoffs, or complex cross-object automations, we create systems that work for you in the background.
Integrations
Connect your tools and streamline your operations. Techara implements, maintains, and optimizes integrations between Salesforce and the rest of your tech stack—marketing platforms, finance tools, support systems, data warehouses, custom apps, and more. Whether you need simple OotB connections, middleware solutions, or fully custom API connections, we ensure your systems work together seamlessly.
Data Management & Integrity
Healthy data drives better decisions. Techara helps you clean, structure, and govern your data so your reports, automation, and operations stay accurate. We handle deduplication, data normalization, validation rules, naming conventions, backups, and data-quality frameworks that keep your org consistent and reliable.
Elimination of Tech Debt
Uncover and remove the clutter slowing your org down. Techara identifies redundant fields, outdated automations, unused objects, legacy workflows, and inconsistent configuration patterns. By simplifying and modernizing your setup, we improve performance, reduce errors, and give you a cleaner foundation that’s easier to maintain and scale.
Security & Compliance
Protect your data and stay aligned with industry standards. Techara reviews and strengthens your org’s security posture through permission audits, field-level security checks, MFA and SSO setup, data retention policies, and compliance best practices. We help you maintain a secure, scalable environment that supports both operational needs and regulatory requirements.
Ongoing Admin Support & Backlog Management
Techara handles the day-to-day work that keeps your Salesforce org running smoothly—bug fixes, enhancements, updates, cleanup, and user support. We manage your backlog with clear weekly sprints to ensure steady, predictable progress.
Your tech stack is more than just Salesforce, and Techara has hands on experience with 75+ operations platforms:
Lead Management & Routing
Optimize your entire lead lifecycle - from the moment a prospect enters your funnel to the moment they convert. Techara helps you implement proven lead-management strategies that improve speed to lead, ensure your team consistently meets SLAs, and align everyone to clear Rules of Engagement.
Contact us
Ready to strengthen your systems and process? Let’s talk about how Techara can support your Salesforce, GTM, RevOps, and nonprofit operations - from quick admin tasks to complex projects.
shane@techara.co