Salesforce Help Without the Overhead
Small business? Big CRM? I help you clean, optimize, and automate Salesforce without hiring full-time staff.
What I Can Help With
I work with small businesses and lean teams to get Salesforce working for them — not the other way around. Whether you're just getting started or feel like things are a mess, I can step in and fix it fast.
Workflow Automation
Automate repetitive lead, task, and deal flows to save time.
CRM Cleanup & Optimization
Clean, deduplicate, and organize messy Salesforce orgs.
Custom Reports & Dashboards
Build real-time dashboards and reports your team actually uses.
User Training & Support
Empower your team with quick training, documentation, and ongoing admin support — no ticketing system needed.
Sales Process Consulting
Align Salesforce with how your team actually sells. I’ll streamline stages, fields, and handoffs so nothing slips through the cracks.
3rd-Party Integrations
Connect tools like HubSpot, Outlook, PandaDoc, or Zapier to make everything talk together — no more silos.
Let's Talk
Curious if I can help? I offer a free 30-minute consult — no pressure, just honest advice.