A CRM Your Team
Actually Uses
Clean setup, smart automation, and dashboards that drive decisions, not confusion. Every project includes training so your team runs it confidently.
What I Work With
Deep platform experience across the Salesforce ecosystem. These are the tools and features I build with every day.
Build & Configure
Automate & Optimize
Analyze & Report
What I Do
Salesforce services tailored to your business, with AI and training built in
CRM Setup & Configuration
Clean Salesforce setup tailored to your sales process, including custom objects, fields, page layouts, and validation rules that match how your team actually works.
Pipeline & Revenue Operations
Align sales, marketing, and customer success with unified lifecycle stages, lead routing, and dashboards that tell the truth about your pipeline.
Automation & Flows
Replace broken workflows with reliable automation, including Flows, approval processes, email alerts, and AI-assisted lead scoring that keep deals moving.
Reporting & Dashboards
Executive-ready reports and real-time dashboards that track what actually matters: pipeline velocity, conversion rates, and revenue forecasts.
Pardot / Account Engagement
Lead scoring, email campaigns, drip nurture sequences, and marketing-to-sales handoff automation that closes the loop between marketing spend and revenue.
Data Cleanup & Migration
Clean imports, deduplication, field mapping, and ongoing data hygiene. I also set up AI-powered duplicate detection and enrichment workflows.
Every Project Includes
Documentation
Step-by-step guides, process maps, and reference docs your team can actually follow.
Hands-On Training
Live walkthroughs and recorded sessions so your team knows exactly how to use what I build.
AI Where It Helps
Smart automation, lead scoring, and data enrichment. Practical AI that saves real time.
Pricing & Packages
Transparent, fixed-scope engagements
Health Check
Comprehensive audit of your current Salesforce setup with a prioritized roadmap.
- Data quality assessment
- Automation & flow review
- User workflow analysis
- Security & permissions audit
- AI opportunity identification
- Detailed improvement roadmap
- 60-minute findings presentation
Implementation Sprint
Focused project to build or fix a specific Salesforce capability.
- Custom object & field setup
- Process automation (Flows, approvals)
- Report & dashboard creation
- Integration setup
- AI-assisted workflows where applicable
- Team training & documentation
- Post-launch support (2 weeks)
Ongoing Retainer
Continuous Salesforce support, optimization, and team enablement.
- Priority support (24–48hr response)
- Monthly optimization reviews
- Ongoing automation improvements
- New feature implementation
- Team training & enablement sessions
- Documentation kept up to date
- Strategic planning sessions
How We'll Work Together
Discovery Call
Free 30-min call to understand your needs and current setup
Proposal
Detailed scope, timeline, and fixed-price proposal within 48 hours
Build & Test
Iterative development with weekly check-ins and sandbox testing
Train & Launch
Team training, documentation handoff, and 2 weeks of post-launch support
Frequently Asked Questions
Do you work with Salesforce Classic or Lightning?
Primarily Lightning Experience, which is Salesforce's modern interface. If you're still on Classic, I can help you plan and execute a migration.
Can you help with custom development (Apex/Visualforce)?
Yes. I build Lightning Web Components (LWC) for custom UI, and handle all declarative work: Flows, formulas, validation rules, and configuration. For complex Apex back-end logic, I can recommend trusted developers and manage the project.
What size companies do you work with?
Primarily small to mid-size businesses (10–200 employees) who need expert Salesforce help without hiring a full-time admin.
How do you use AI in Salesforce projects?
I integrate AI where it adds real value: lead scoring, duplicate detection, data enrichment, and smart automation triggers. No gimmicks, just practical time savings.
Do you provide training after a project?
Every project includes documentation and hands-on training for your team. The goal is for your people to run the system confidently without me.
Ready to Fix Your Salesforce?
Start with a free 30-minute consultation. No obligation, just honest advice about what's working and what's not.