# BRIDGE BUILDER

> A simpler and more effective approach to marketing and customer relationship management consulting


## Posts

- [So You’ve Locked Things Down in Salesforce. Don’t Forget About the Tools Connected to It](https://www.bridgebuilder.io/so-youve-locked-things-down-in-salesforce-dont-forget-about-the-tools-connected-to-it/): We often hear questions from clients like “Is Salesforce secure?” or “Do we really need MFA?” Salesforce has made meaningful improvements over the years and provides strong security capabilities when they are used correctly. That said, security is never guaranteed, and having Salesforce well configured is only part of the picture. Risk often emerges around Salesforce, in the growing number of tools that connect to it. Chat platforms, sales tools, marketing automation, integration platforms, and now AI-driven workflows all rely on behind the scenes access to data. In a recent incident involving Salesloft and its Drift integration, bad actors were […]
- [Experienced with Experience Cloud](https://www.bridgebuilder.io/experienced-with-experience-cloud/): We’re proud to recognize Jordan Pontius for earning her Salesforce Experience Cloud Consultant certification earlier this year. Salesforce Experience Cloud allows organizations to build secure, branded portals that look and feel like an extension of their website, giving external users a way to interact directly with Salesforce data. Recently, we’ve used Experience Cloud to help service teams share real-time case statuses with customers and reduce agent demand, save a nonprofit time and money by migrating their competitions off third-party tools and middleware, improve partner revenue visibility through a streamlined partner portal, and reduce registration time and staffing needs for large-scale […]
- [Big Impact, Small Budget: Beta Zeta's Digital Transformation](https://www.bridgebuilder.io/big-impact-small-budget-beta-zetas-digital-transformation/): Marketing automation and digital engagement for any budget. Daniil Kochetkov and Patrick Brindley at Bridge Builder recently helped the Beta Zeta chapter alumni of Beta Theta Pi bring their vision to life with a clean, modern WordPress website and a streamlined alumni newsletter, all while keeping costs low by using Hostinger for web hosting, and MailerLite for simple, affordable marketing automation. Sean Kelly, Recruitment Advisor for the Beta Zeta Chapter of Beta Theta Pi at St. Lawrence University, shared:“The team is proactive, passionate, and productive… they brought my vision to life. With a website to showcase the chapter’s history and […]
- [Donor Drive Integration](https://www.bridgebuilder.io/donor-drive-integration/): Nonprofits shouldn’t have to spend hours exporting and importing fundraising transactions just to keep Salesforce up to date. When systems connect smoothly, teams can focus more on impact and less on admin work. That belief guided our recent collaboration with DonorDrive, where we helped a client automate the sync between fundraising activity and Salesforce. What once required manual effort is now handled instantly and accurately in the background. We’re grateful to Ben Clayton and the DonorDrive team for their partnership and support throughout the project. It’s always rewarding to work alongside organizations that share our vision for streamlined, efficient technology […]
- [Jotform Partnership](https://www.bridgebuilder.io/jotform-partnership/): We’re proud to be partners with Jotform. It’s a platform we’ve relied on for years to help clients create advanced form solutions without having to start from scratch. Jotform makes it easy for teams to build and manage powerful forms with clicks instead of code. It’s flexible enough to grow alongside an organization — starting simple, then evolving into something more complex over time. We’ve seen clients take it and truly make it their own, which is exactly what good tools should allow you to do. If your team is looking for a form solution that’s easy to use and […]
- [1 Year Anniversary!](https://www.bridgebuilder.io/1-year-anniversary/): Congratulations to Patrick Brindley as he approaches his 1-year anniversary with Bridge Builder! Over the past year, Patrick earned his Salesforce Administrator certification and has played a key role in supporting our project management efforts. We’re lucky to have him on the team! #BridgeBuilder #Salesforce #AdobeMarketo
- [Gearset Endorsement](https://www.bridgebuilder.io/gearset-endorsement/): Tired of trying to remember everything to include in a change set? Want a more reliable backup solution than the recycling bin? We’ve had a great experience working with Gearset to help streamline and standardize several of our clients’ Salesforce change management processes. It’s made deployments smoother, backups more reliable, and collaboration across teams much easier. Shoutout to John Doak at Gearset —you’ve been a breeze to work with and a fantastic partner along the way. If you’re looking to take the guesswork out of deployments, Gearset is worth a look. Gearset #Salesforce #ChangeManagement #BridgeBuilder #Deployments #CRMTools
- [Hope in Focus](https://www.bridgebuilder.io/hope-in-focus/): Bridge Builder is proud to support organizations like Hope in Focus, whose mission is to transform the lives of those affected by rare inherited retinal diseases like LCA. We had the privilege of sponsoring their Dinner in the Dark event, and it’s been inspiring to watch how Hope in Focus continues to raise awareness, fund research, and build supportive communities for families navigating rare disease diagnoses. Stories like Sofia’s, recently featured in the news, are a powerful reminder of the courage and resilience within this community. Congratulations to Sofia on all she has accomplished, and to the entire Hope in […]
- [Conga Partner](https://www.bridgebuilder.io/conga-partner/): As a Conga partner, we’ve seen firsthand how Conga Composer is one of the best solutions for turning Salesforce data into the documents an organization uses every day. Whether it’s contracts, proposals, or reports, automating document generation eliminates manual effort, reduces errors, and saves valuable time. With faster turnaround times, increased accuracy, and streamlined workflows, businesses can focus on what truly matters. If your team is still manually creating documents, now’s the time to explore a better way. #Conga #Salesforce #DocumentAutomation #Productivity #BridgeBuilder #Automation
- [CalendarAnything](https://www.bridgebuilder.io/calendaranything/): Need more than the standard Salesforce calendar? CalendarAnything takes scheduling to the next level, offering a powerful way to keep track of important events—all within Salesforce. Bridge Builder has leveraged CalendarAnything on multiple builds to help clients enhance their Salesforce org’s calendar features, including a recent implementation for an event venue that needed more flexibility to track bookings. The result? A seamless scheduling experience with greater visibility and control. Thank you Mark Wiedeman for your help getting our questions answered! #Salesforce #CalendarAnything #Scheduling #Productivity #TimeManagement #BridgeBuilder
- [Chloe Beaver Promotion!](https://www.bridgebuilder.io/chloe-beaver-promotion/): Exciting news at Bridge Builder! Please join us in congratulating Chloe Beaver on her well-earned promotion to Technical Consultant I! Chloe has been an integral part of our CRM and Marketing Automation projects, helping clients navigate complex systems and drive meaningful results. Her expertise, dedication, and client-first approach have made a real impact. Here’s what one client had to say: “Chloe is truly the unsung hero of our RevOps function here —I’m not sure what we would do without her. On top of that, she is always a pleasure to work with…” Congratulations, Chloe! We’re lucky to have you on […]
- [Docusign Partner](https://www.bridgebuilder.io/docusign-partner/): Streamline your contracting process with DocuSign and Salesforce As a DocuSign partner for over a year, Bridge Builder helps clients standardize and simplify their contract workflows with seamless DocuSign and Salesforce integrations. No more copying and pasting contract details—with merge features, contracts can be pre-populated with existing Salesforce data, reducing errors and saving valuable time. With DocuSign’s secure, automated workflows, organizations can accelerate approvals, improve compliance, and simplify agreement management, all while ensuring that contract data remains centralized within Salesforce. Excited to continue bringing efficiency and automation to teams looking to modernize their contracting process! #DocuSign #Salesforce #DigitalTransformation #ContractAutomation #BridgeBuilder […]
- [ZeroBounce Partner](https://www.bridgebuilder.io/zerobounce-partner/): Stop Paying for Bad Marketing Contacts! At Bridge Builder we recently helped a client clean their email list before migrating to a new marketing automation platform. The results? 📊 Over 12,000 emails analyzed ❌ 11,798 invalid emails removed 💰 Reduced costs & improved deliverability Many email tools charge per contact—keeping outdated emails wastes money and hurts your sender reputation with high bounce rates. We used ZeroBounce to clean email lists, ensuring better engagement, lower costs, and higher inbox placement. Want to protect your email reputation and save money? Let’s talk! #EmailMarketing #CRM #MarketingAutomation #DataQuality #BridgeBuilderLLC
- [Cloudingo Partner](https://www.bridgebuilder.io/cloudingo-partner/): Keeping Salesforce Data Clean, One Project at a Time! Bridge Builder has been a Cloudingo Partner for over two years, leveraging its powerful data management tools to help businesses dedupe, clean, and migrate data within Salesforce. Data quality is the foundation of any successful CRM, and Cloudingo makes it easier than ever to eliminate duplicates, standardize records, and ensure businesses are making decisions based on accurate information. We’ve successfully implemented Cloudingo on multiple projects, helping organizations improve data integrity, streamline operations, and get the most out of their Salesforce investment. If your CRM is cluttered with duplicates or holding you […]
- [Hubspot Partner](https://www.bridgebuilder.io/hubspot-partner/): Bridge Builder has been a HubSpot Solutions Provider for years, helping businesses harness the power of HubSpot’s CRM and marketing automation tools to streamline operations, improve lead conversion, and create meaningful customer engagement. As a trusted Salesforce and marketing automation consultancy, we’ve seen firsthand how HubSpot transforms sales and marketing teams—and being part of the HubSpot Solutions Provider Program gives us even deeper access to resources, insights, and best practices to help our clients succeed. #HubSpotSolutionsProvider #CRM #MarketingAutomation #HubSpotPartner #BridgeBuilder
- [Special Olympics Single Source of Truth](https://www.bridgebuilder.io/special-olympics-single-source-of-truth/): Helping Special Olympics Chapters Achieve a Single Source of Truth with Salesforce For many Special Olympics chapters, managing data across athletes, volunteers, fundraising, donors, and marketing efforts involves multiple disconnected systems. A single source of truth—a centralized CRM—helps streamline operations, improve data integrity, and enhance engagement. At Bridge Builder, we worked with Special Olympics Massachusetts to achieve a true single source of truth within Salesforce, integrating athlete management, volunteer tracking, fundraising, donor data, and marketing insights into a unified system. This transformation eliminated data silos, allowing for more efficient operations, improved reporting, and better-informed decision-making. We have since been working […]
- [Adobe Solutions Partner](https://www.bridgebuilder.io/adobe-solutions-partner/): Bridge Builder is proud to announce that we are now an Adobe Bronze Solution Partner for Marketo Engage! As a Salesforce and Marketing Automation consultancy, we’ve spent years helping businesses streamline their marketing operations, optimize lead nurturing, and enhance customer engagement. Now, as an official Marketo Engage partner, we’re taking our expertise to the next level—helping organizations maximize their marketing automation investments, improve campaign performance, and drive meaningful customer experiences. #MarketoEngage #MarketingAutomation #Salesforce #AdobePartner #BridgeBuilder

## Pages

- [sf-flow-test](https://www.bridgebuilder.io/sf-flow-test/)
- [Confirm Your Information](https://www.bridgebuilder.io/confirm-your-information/)
- [News](https://www.bridgebuilder.io/news/): Blog Blog
- [Marketing Operations Technical Consultant](https://www.bridgebuilder.io/careers/marketing-operations-technical-consultant/): Careers Marketing Operations Technical Consultant Job Title: Marketing Operations Technical Consultant (Nonprofit Focus) Role Overview: We’re looking for a Technical Consultant to join our marketing team. You’ll help clients by sliding in to support their marketing initiatives, from day-to-day execution to big-picture strategy. That means building campaigns, creating automation, managing assets, and working directly with stakeholders. You’ll help create the architecture to deliver results-focused campaigns, while also managing the sync between marketing automation platforms and CRMs such as Salesforce. What You’ll Do Act as ad-hoc marketing support: build campaigns, create assets, and work directly with client stakeholders Build, maintain, and troubleshoot […]
- [Address form page](https://www.bridgebuilder.io/address-form-page/)
- [Careers](https://www.bridgebuilder.io/careers/): Careers Join Our Team Project Manager Project Manager (REF ID: PMSO_1) Job Title: Project Manager – Salesforce Consultancy Location: Remote (with potential for occasional on-site meetings) Type: Full-Time About Us: Bridge Builder is a Salesforce consultancy specializing in building tailored solutions for clients across various industries, including nonprofit organizations. We are looking for a skilled Project Manager to oversee the successful execution of Salesforce projects, ensuring seamless collaboration between our clients and internal consultants. Role Overview: This Project Manager contract position will be responsible for managing multiple Salesforce implementation projects. This role requires a strategic, detail-oriented individual capable of coordinating […]
- [Leave us a review](https://www.bridgebuilder.io/leave-us-a-review/): Loading…
- [Share your feedback](https://www.bridgebuilder.io/share-feedback/): Loading…
- [Leave Us a Review](https://www.bridgebuilder.io/leave-us-a-review-upd/): We’d Love to Hear From You Leave Us a Review Your experience matters to us! Please take a moment to share your thoughts about our services. Your feedback helps us continue to provide exceptional support and grow as a company. We appreciate your time and input!
- [About](https://www.bridgebuilder.io/about/): Who we are About Us Bridge Builder was created to be a different kind of partner — one that listens, shows up when it matters, and makes the complex feel simple. We focus on thoughtful execution, not flashy jargon or bloated team calls.
 We don’t just consult — we embed. Our team becomes an extension of yours, helping you get through the big stuff and untangle the small stuff, too.
 Founded by John Pontius, Bridge Builder has grown from a one-person shop into a trusted team serving clients across industries — from Fortune 100 companies to neighborhood nonprofits. No matter […]
- [Home](https://www.bridgebuilder.io/): Bridge the gap between process and technology. Solutions partner for Salesforce, Hubsport, Marketo, and more. Learn more What makes Bridge Builder, LLC different from other consultant firms is that I know, without a shadow of a doubt, that I can trust John and his team's ability to execute any project request with the same dedication and thoroughness you'd expect from an internal team member. John leaves no stone unturned in his pursuit of project completion and consistently follows through on his commitments. Without a doubt, it is the best consulting firm I've collaborated with in my over 20-year career. — […]
- [Privacy Policy](https://www.bridgebuilder.io/privacy-policy/): Privacy Policy This Privacy Policy explains how Bridge Builder, LLC (“Bridge Builder”, “we”, “us” or “our”)  collects, uses, shares, and otherwise processes personal information in connection with our websites, including www.bridgebuilder.io and other websites we own and operate that link to this Privacy Policy (the “Sites”), and the related content, platforms, services, products, and other functionality offered on or through our Sites and services (collectively, the “Services”).  By using or visiting any Bridge Builder, LLC website, or any other linked pages, features, content, or any other services we offer, you acknowledge that you accept the practices and policies outlined in […]
- [Terms of Use](https://www.bridgebuilder.io/terms-of-use/): Terms of Use Welcome to www.bridgebuilder.io (including any successor website, the “Bridge Builder Website” or “Website”), the website of Bridge Builder, LLC, a Massachusetts limited liability company (“Bride Builder”, “we”, “us” or “our”). We provide the Website to you subject to the following Terms and Conditions (“Terms”). Acceptance of Terms of Use Please carefully read and review the following Terms before use of the Website. By accessing and using the Website, you acknowledge that you have read and understand and agree to be bound by these Terms. If at any time you do not agree to these Terms, please do […]
- [Contact](https://www.bridgebuilder.io/contact/): Contact Get in Touch Got questions? We’re here for you. Email us and our team will get back to you.
- [Who we are](https://www.bridgebuilder.io/who-we-are/): Who we are Meet The Team “Never doubt that a small group of thoughtful, committed people can change the world”
– Margaret Mead Chloe Beaver CRM & Marketing Development & Implementation Brief background I graduated from the University of Florida with a bachelors in marketing and a masters in international business. Before coming to Bridge Builder, I was in technology sales at LinkedIn and freelanced in the marketing & sales space. What are your Strengths? My strengths include adaptability, personability, and simplifying messaging around complex problems. What is unique about you that supports Bridge Builder’s work? Coming from both a front-line […]
- [Services](https://www.bridgebuilder.io/services/): Services Helping you connect strategy and systems. We deliver end-to-end solutions across CRM, marketing automation, and web platforms, while supporting clients with business strategy, team structure, and change management. Our specialties include Salesforce, HubSpot, Marketo, Marketing Cloud — and the tools that power them. At Bridge Builder, we provide… crm support We provide full-lifecycle CRM support — from strategy to implementation to long-term optimization. Whether it’s Salesforce, HubSpot, or beyond, we’ve helped organizations assess their options, build from scratch, clean up messy systems, integrate key tools, and train their teams. We’ve seen it all. We’re here to help. Marketing Automation […]
- [Lock page](https://www.bridgebuilder.io/lock-page/): BRIDGE BUILDER BRIDGE BUILDER
- [Testimonial](https://www.bridgebuilder.io/testimonial/): Testimonial form


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