CRM Consultants & Implementation Partners in Missoula, MT

Pedal Lucid is a consultancy in Missoula, Montana. It helps organizations get more value from their CRM and the data around it, and trust that data more. Founded in 2019, the firm works mainly with nonprofits and mission-driven groups, though its client list also includes commercial companies. It combines Salesforce work with data strategy, reporting and process design, which may suit buyers who want help with more than system setup.

Who they serve

Much of the firm's published work involves small and mid-sized nonprofits, including conservation, food and youth justice organizations. Testimonials on its site come from groups such as Just Roots, the Center for Restorative Youth Justice, the Idaho Conservation League, Adventure Cycling and the Selway Bitterroot Frank Church Foundation. A workforce software company, WorkJam, also credits the team with strengthening its marketing operations in Salesforce, which shows the firm is not limited to the nonprofit sector.

Services

The company organizes its engagements into three broad offerings that can be used separately or in sequence:

• Evaluate: a focused assessment of current systems, pain points and goals, ending with a written summary of strengths, risks and recommended next steps for organizations weighing a change.
• Build: hands-on design, configuration, testing, launch and support of system changes, either as a defined project or as ongoing enhancement work alongside an in-house admin or product owner.
• Guide: advisory support covering system architecture, marketing and analytics, plus coaching courses that train internal staff to administer their own Salesforce environment.

Beyond these packages, the team works on analytics and metric definition, data quality and governance, data architecture such as a central data hub, and the integration of separate systems so that departments stop operating in isolation. Clients describe help with reporting, process design, membership and marketing insight, and managing several technical transitions at once.

How they work

Pedal Lucid starts each problem by asking why it exists before anything is built or automated, applying systems thinking to fix underlying causes rather than symptoms. The team favors solutions sized to the actual need, emphasizes durability over time, and weighs new platform features against established best practice.

Clients note that the consultants are willing to question requests and propose alternatives instead of simply executing instructions, and that the firm's project management helped move stalled decisions forward. Experimentation and iteration are part of its approach to improving engagement with customers or constituents.

Background and team

Founder Duncan McGovern launched the business after earlier roles as a Salesforce administrator, a business analyst and a marketing and operations director. He is based in Missoula.

Rachel Sinex joined in March 2020 after running her own Salesforce consulting practice focused on helping nonprofits adopt the platform, and she brings more than eight years of fundraising operations experience for both national and international nonprofits. The firm describes its values as authenticity, sustainability and curiosity.

Its name uses the bicycle as a picture of technology that multiplies human effort, which can help or hurt depending on how carefully it is steered. For buyers, the appeal lies in a small team that blends CRM configuration with analytics, governance and staff enablement.