Salesforce Consulting Services
I help marketing and sales teams optimize Salesforce from the marketing operations side, ensuring smooth processes, accurate data, and better alignment between marketing and sales.

Fractional Salesforce Administrator for Marketing Teams
Dedicated Salesforce support for marketing teams who need Salesforce support.
Lead Lifecycle and Marketing-to-Sales Handoff
Build a complete lead lifecycle in Salesforce and create a smooth, efficient process for handing off qualified leads to sales.
Salesforce Reports & Dashboards
Clear, actionable reporting to give marketing and sales visibility into your funnel and what is driving revenue.
Lead Source Tracking
Track where your leads are coming from and connect source data all the way through to closed revenue.
Marketing Platform Integrations
Connect Salesforce with your marketing automation platforms and tools for better data flow and campaign management.
Multi-Touch Attribution
Understand how every marketing touchpoint contributes to pipeline and revenue, not just the first or last click.
Campaign Best Practices & Standardization
Run consistent, measurable campaigns in Salesforce with clear processes that support reporting and lead management.
Lead Assignment & Management
Make sure every lead is assigned correctly and followed up on quickly to maximize pipeline creation.
Tech Stack Support
A successful Salesforce setup often requires seamless integration with other systems in your tech stack. I frequently work with tools like:
LeanData, ZoomInfo, Chilipiper, Google Analytics, RingLead, Revenue Hero, Clearbit, Account Engagement, Apollo, Outreach, Marketo, HubSpot and more.
What my clients say
Results and experiences from teams I have helped
Looking for Marketing Operations Support?
Contact me today to schedule a consultation
Newsletter
Get the latest insights, trends, and strategies delivered straight to your inbox.