If Salesforce feels more confusing than helpful, you're not alone.
I work with companies of all sizes to turn Salesforce into something that actually works for them, not the other way around. Whether you're starting fresh or untangling a system that’s gotten messy, I help you design a system that makes sense for your team, your goals, and the way you work.
Every business is different, so I don’t believe in cookie-cutter solutions. I listen first, then build thoughtful, tailored systems that bring clarity, save time, and help you grow without the tech headaches.
What I Can Help With:
Salesforce Implementations That Scale → Get up and running fast with a setup that reflects your workflows, not generic templates. Results: faster adoption, fewer growing pains, and a system that scales.
Customizations That Make Sense → No more cluttered fields or confusing layouts. I simplify your Salesforce experience so your team can focus on what matters.
Workflow Automation → Free your team from manual tasks. I build automations that reduce bottlenecks and improve productivity across departments.
Process Design & Optimization → From lead routing to approvals and handoffs, I help you build clear, efficient processes and bring them to life in Salesforce.
Campaign & Funnel Optimization → Align sales and marketing stages to improve lead management and conversions, whether you use Pardot or another MAP.
Dashboards That Tell a Story → Surface the right data at the right time. I build clean, real-time dashboards that leadership and teams actually use.
Customer Support Process Design → From SLA tracking to case routing, I help set up strong post-sale processes that keep customers happy and your team organized.
✅ Why Work With Me
15+ years in CRM and RevOps strategy → I solve real problems, not just technical issues. I translate messy workflows, unclear goals, and disconnected teams into systems that drive clarity, alignment, and results.
Whether you're building from scratch or fixing what's broken at scale, I meet you where you are and move fast to get you where you need to be.
I focus on business outcomes, not just technical execution
No fluff. No jargon. Just strong collaboration and solutions that stick.
Let’s make Salesforce work for you.
Message me to talk through your biggest pain points or explore if we’re a fit.
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Posted May 24, 2024
Maximize Salesforce efficiency with expert consulting for custom implementations, integrations, and training. Let's elevate your CRM strategy together!