Our Approach

We don't just implement systems. We make sure people actually use them.

With 20+ years leading CRM and technology initiatives for nonprofits and service-based organizations, we know the real reason most implementations fail — and it's rarely the technology. It's unclear ownership, poor change management, and systems built around tools instead of people.

At Anchored Business Strategies, we lead with adoption strategy first. That means understanding how your team actually works before a single system is configured, so what we build gets used, trusted, and sustained.

How We Deliver ?

Our three-phase framework reduces risk, supports your team through change, and delivers outcomes that stick.

Assess

Clarity before action

We start by listening. We dig into your goals, current systems, constraints, and how your people actually work day to day. This isn't a checklist — it's a strategic discovery process that surfaces the real gaps and defines what success looks like before any decisions are made.

Action

Structure that drives momentum

With a clear picture in place, we build the plan and lead the work. We coordinate stakeholders, keep communication tight, and guide execution with both urgency and care — especially for teams navigating significant change.

Activate

Adoption that lasts

A go-live date is not a finish line. We support rollout, training, and stabilization so your systems are understood, trusted, and woven into daily workflows. This is where most consultants stop. We don't.

Where we focus

We provide strategic leadership and hands-on delivery across CRM, systems, automation, and community platforms — always with adoption as the goal.

  • Assessment, CRM selection support, roadmap development, and fractional leadership for CRM and core systems.

  • Hands-on leadership for CRM and technology initiatives—from planning through delivery and adoption.

  • Workflow automation and system integrations that reduce manual work and scale with your team.

  • Community platform setup and optimization (i.e. Circle Platform), streamlined communication and document-sharing solutions, and website forms and lead capture tied to CRM systems

Explore Our Services

Testimonials

  • "Devan has an incredible understanding of the nuances of Salesforce and other CRM’s and the ability to interpret and implement complex organizational operational elements within CRM’s and other back-office solutions."

    Scott Honse
    Global IT Director, World Resources Institute

  • " It's been 2 years since Devan helped us and our clients have remarked on how much they appreciate how easy it is to move through our systems. Devan went beyond the call of duty and I am grateful for it. In 2024, we will be working with Devan again to refine our Dubsado efforts. Technology moves so fast and I know Devan will set us up for success! I cannot wait to see where those shifts take my firm."

    Alison McNeil 

    Chief Creative Officer, McNeil Creative Enterprises

  • "Devan was instrumental in helping me research and select a CRM, and then was able to implement it with a fairly complicated setup and lots of customization specific to my business' workflow. I would never have been able to get all of that work done without Devan, and being able to use a customized CRM has made my business run more smoothly and helped keep things on track. "

    Lisa M. Keyser
    Owner/Principal, LMK Web Service

Ready to build systems your team will actually use?

Book a free 25-minute strategy session and let's figure out your next step together.

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