Salesforce & Revenue Systems
Your Team Will Actually Use
Clean CRM setup, lead routing that works, pipeline dashboards owners trust, and AI-powered automation where it earns its keep.
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.
What I've Built
Production Salesforce and AI systems running today, not slide decks.
AI Lead Qualification
Built an Azure OpenAI integration that triages 1,000+ inbound leads per month directly inside Salesforce. Phased rollout (shadow mode then autonomous) with confidence scoring, audit trails, and rate-limited callouts.
Executive Pipeline Dashboard
Built a Lightning Web Component dashboard with batch Apex snapshots, YoY trending, and quota tracking. Replaced manual Excel reporting with real-time pipeline visibility for the executive team.
These are production systems I've architected and shipped. I bring the same patterns, test coverage, audit trails, phased rollouts, to projects of any size.
Pricing & Packages
These reflect typical scope. Smaller business, smaller budget, or different needs? We sort that out on the call — nothing’s locked in before we’ve talked.
Health Check
Productized audit of your current Salesforce setup. About 15–25 hours of my time across two calendar weeks. You get a prioritized roadmap and a 60-minute findings call.
- Data quality assessment
- Automation & flow review
- User workflow analysis
- Security & permissions audit
- AI opportunity identification
- Detailed improvement roadmap
- 60-minute findings presentation
Implementation Project
Build or fix a specific Salesforce capability. Final pricing depends on scope and complexity, locked in after a free scoping call.
- 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 Partner
Continuous Salesforce support, optimization, and team enablement. Typically 5–10 hours per month. Cancel anytime.
- 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.