Services
Scalable Lead Routing & Assignment Rules
I set up automated Salesforce lead routing so every new lead reaches the right person instantly. Whether you assign by territory, product line, workload, round-robin, or custom logic, I build routing rules that speed up response times and ensure no opportunities slip through the cracks.
Reports & Dashboards
I build customized Salesforce reports and dashboards that give you real-time visibility into sales, service, pipelines, and team activity. You get clear, accurate insights without digging through spreadsheets — so you can make faster, data-driven decisions.
User & Permission Setup
I set up Salesforce users, roles, and permission sets to keep your org secure and your team working efficiently. New employees get onboarded quickly with the right access, and your business stays compliant with best-practice security standards.
Data Cleanup & Mass Updates
I clean up messy Salesforce data, remove duplicates, fix inconsistencies, and run large-scale updates to keep your org accurate and reliable. Clean data powers better reports, smoother automation, and fewer day-to-day mistakes across your business.
Email Alerts & Notifications
I set up automated Salesforce email alerts and reminders so your team never misses a task, approval, or follow-up. Everything runs in the background—keeping your workflows organized, your team responsive, and your customers supported.
Ongoing Admin Support
I provide ongoing Salesforce admin support so you always have an expert to troubleshoot issues, make updates, and keep your org running smoothly. Ideal for small businesses that need reliable help without the cost of a full-time administrator.
Flow Automations
I build powerful Salesforce Flow automations that eliminate manual steps and make your processes run faster. From lead nurturing to approvals to task creation, I streamline your operations so your team can focus on growth—not busywork.
Custom Fields & Object Setup
I create custom Salesforce fields and objects that match your exact business needs. Whether you're tracking services, contracts, equipment, or custom processes, I configure Salesforce to fit the way you work.
Onboarding & Training
I train your team to use Salesforce the right way from day one. Training is clear, simple, and tailored to your business processes—helping employees become confident users quickly and reducing support requests.
Mobile App Customization
I optimize the Salesforce mobile app so your team can work efficiently on the go. Cleaner layouts, streamlined actions, and improved navigation lead to better productivity for field teams and remote employees.
Salesforce Integration Servies
I connect Salesforce to the tools you already use—like DocuSign, Outlook, Gmail, marketing platforms, billing systems, and more. Automated syncing reduces errors, saves time, and keeps all your systems working together smoothly.
Page Layouts & UX Enchancements
I redesign your Salesforce page layouts so they’re cleaner, easier to use, and faster for your team to navigate. With less clutter, fewer clicks, and a better user experience, your employees stay productive and confident using Salesforce every day.