Salesforce should make selling easier.

Unclear sales stages become confusing opportunity records. Unclear ownership becomes routing problems. Bad process becomes bad automation. Bad definitions become bad reporting.

Before changing configuration, I want to understand the business rule we’re trying to support. That’s how we avoid replacing one workaround with another.

Start with where the team loses time, where data becomes unreliable, and where managers can’t get an answer. Then improve the configuration around those needs.

• Sales process, lead ownership, and opportunity structure
• Layouts, usability, Salesforce Flow, and data quality
• Reporting, dashboards, security, and permissions
• Integrations, migration, documentation, and training

A focused diagnostic starts at $950. We agree on the workflow and scope, review the relevant setup, and document priorities, quick wins, dependencies, and implementation considerations.

You own the roadmap. Execute it internally, use another provider, or hire me to build it.

I currently own the Salesforce instance supporting sales enablement at Baxter. At KCF Technologies, my work included integrating more than 300,000 managed records into sandbox and production environments.

That experience informs how I think about data relationships, usable reporting, administration, and the people who have to work in the system every day.