Start with the symptom

Tell me the symptom.

I’ll help you find the cause.

You don’t need to know whether you need Flow, Apex, an integration, a new data model, or a different process. Start with what isn’t working.

Tell Me What’s Not Working

“Our pipeline is wrong.”

Leadership needs to answer basic questions about future revenue. When the numbers aren’t dependable, another dashboard may only give the same problem a new look.

Inconsistent stages, stale close dates, unclear ownership, or a process nobody follows can all be involved. Let’s trace where trust breaks down before building another report.

Fix My Pipeline

“Leads keep falling through the cracks.”

Every lead should have an answer to three questions. If your system can’t answer them consistently, routing and follow-up need attention.

Who owns it?
What happens next?
How will we know if nothing happened?

Fix Lead Routing

“Our reps hate Salesforce.”

That feedback tells us where to look. If the CRM asks people to do work that doesn’t help them sell—or doesn’t reflect the real process—they’ll build workarounds.

I’ll look at what reps actually do, identify unnecessary friction, and redesign the workflow around the job.

Make Salesforce Easier to Use

“Our reporting is a mess.”

A dashboard can’t fix undefined metrics. Before rebuilding reports, we’ll agree on what each number means, where the data comes from, and what decision it should support.

Then we can build reporting people have a reason to trust.

Fix Our Reporting

“Our admin left.”

First, stabilize the environment. Document what matters, review critical automation, assess the backlog, and understand recurring administration.

Then decide whether the right next step is a full-time hire, fractional support, or a focused project.

Stabilize Our Salesforce Org

“We hired a new sales leader.”

New leadership brings new expectations for territories, stages, forecasting, KPIs, routing, handoffs, and accountability. Those decisions eventually have to become system behavior.

I’ll help translate the operating model into infrastructure the team can use.

Update Our Sales Infrastructure

“Salesforce needs to talk to NetSuite.”

Before writing an integration, let’s decide which platform owns customers, products, pricing, quotes, orders, and financial status.

The operating rules matter as much as the API. We’ll define ownership, synchronization, and exceptions before building.

Map the Integration

“We’re buying another sales tool.”

Before another annual contract, get clear on the problem. Sometimes a new platform is the right choice. Sometimes the answer is getting more out of what you already own.

Do we already own something that does this?
Where will the data live, and who will manage it?
How will it connect to the existing workflow?
What will adoption require?

Review My Sales Stack