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.

Flexible weekly or monthly support
Salesforce setup, customization, and system optimization
Data standardization and data hygeine
Reports and dashboards
Lead assignment and lead lifecycle
Integrations with marketing platforms and tools

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.

Define lead stages, conversion points, and MQL criteria
Automate lead stage progression and handoff to sales
Reporting on lifecycle stage conversion rates and handoff success
Alignment between marketing and sales teams for better lead management

Salesforce Reports & Dashboards

Clear, actionable reporting to give marketing and sales visibility into your funnel and what is driving revenue.

Custom reports and dashboards
Funnel visibility from lead to revenue
Campaign performance reporting
Ongoing reporting optimization and maintenance

Lead Source Tracking

Track where your leads are coming from and connect source data all the way through to closed revenue.

Lead source field setup and standardization
Campaign influence tracking
Reporting on lead source performance
Source tracking through the full sales cycle

Marketing Platform Integrations

Connect Salesforce with your marketing automation platforms and tools for better data flow and campaign management.

Integration with Account Engagement, Marketo, HubSpot, and more
Troubleshooting and optimization

Multi-Touch Attribution

Understand how every marketing touchpoint contributes to pipeline and revenue, not just the first or last click.

Multi-touch attribution model setup
Attribution tracking inside Salesforce
Reporting to show marketing's true impact
Campaign member management best practices

Campaign Best Practices & Standardization

Run consistent, measurable campaigns in Salesforce with clear processes that support reporting and lead management.

Salesforce campaign structure and naming conventions
Member status standardization
Campaign attribution support
Enablement and documentation for your team

Lead Assignment & Management

Make sure every lead is assigned correctly and followed up on quickly to maximize pipeline creation.

Lead assignment rules and territory management
Round robin or owner-based assignment setups
Lead management dashboards for follow-up visibility
Automation to reduce manual lead routing

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

Jenna is the kind of Marketing Operations partner you didn’t know you needed until she shows up and immediately starts fixing the things you’ve been tolerating for way too long. She has this rare ability to jump into messy systems and make sense of it quickly. She helped us rebuild our lead lifecycle, set up multi-touch attribution, and built dashboards our team uses daily.

Samantha
VP of Marketing, B2B SaaS Company

We brought Jenna in for what we thought would be a quick Pardot audit and she ended up completely transforming the way we use the platform. Before, our scoring and grading models were barely functional and reporting was a black hole. Jenna fixed all of it. She documented everything clearly, and trained our team so we could confidently manage things ourselves.

Kevin
Senior Director of Revenue Operations, B2B SaaS Company

We had worked with other consultants before, but none were able to dive deep into the platform and address our unique needs. Jenna came in, assessed our instance, and helped us clean up years of bad data and confusing lifecycle logic. Beyond the technical fixes, she gave us a clear strategy for how to scale without creating another mess six months down the line. She’s incredibly responsive, strategic, and genuinely invested in making sure you’re set up for long-term success.

Stephanie
Director of Demand Generation, B2B SaaS Company

We brought Jenna on for fractional Salesforce and Pardot support and it was exactly what we needed. As a small team, we couldn’t justify hiring a full-time expert, but we definitely needed someone who knew their stuff. Jenna jumped in quickly, helped us fix issues, streamline workflows, and optimize our systems. She feels like a true extension of our team we can rely on and has been a huge asset.

Maya
Head of Marketing, Non-profit Company

Looking for Marketing Operations Support?

Contact me today to schedule a consultation

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