Stop fighting your Salesforce org
Salesforce is one of the most powerful CRM platforms in the world. I help small businesses and nonprofits set it up right, clean it up, connect it, and get real value out of it.
New Setups & Enhancements
Starting fresh, or ready to do more with the Salesforce you have? I build new orgs and add to existing ones: new processes, automation, integrations like QuickBooks, customer or staff portals, and reports. Everything is built around how your business actually works, with your team trained to use it.
Cleanup & Adoption
Already have Salesforce, but it's cluttered, confusing, or people work around it? I find what's broken, clean up the data and setup, simplify screens and automation, and help your team actually want to use it.
Fractional Salesforce Admin
Your part-time Salesforce admin, without the full-time hire. Updates, user help, reports, and small changes as you grow, on a regular schedule or as needed.
What I work in
Industries
What I do in it
Apps & tools I've used and configured
Recent work, and what's under the hood
Storm Reconciliation Automation
Days of post-storm paperwork, down to about an hour.
Full Salesforce Implementation
Intake through invoicing in one system for a field services company.
QuickBooks Integration
Real-time sync that replaced a paid middleware tool.
Service Logging Portal
Field crews log services from their phones instead of paper.
Let's talk about your org
Whether you need a quick audit or a full implementation, the first step is a conversation. Tell me where things stand and we'll figure out the best path forward together.
Book a free 30-minute call