You need the problem solved.

Your team knows Salesforce isn’t working well, but nobody agrees on why. I’ll review the relevant process and configuration, then separate urgent fixes from improvements that can wait.

You leave with a prioritized roadmap: what needs attention now, what can wait, and what probably doesn’t need changing at all.

• Configuration, data structure, fields, and layouts
• Flows, lead routing, and the opportunity process
• Permissions, integrations, reporting, and data quality
• User adoption, workarounds, and technical debt

Years of fields, rules, workarounds, and half-finished projects don’t automatically mean you need to start over. We can simplify what you have.

The goal is less friction for reps and better information for leadership.

• Remove unnecessary fields and simplify layouts
• Repair redundant or broken automation
• Clean up duplicate data and clarify ownership
• Correct pipeline stages and rebuild useful reporting

For a new implementation or substantial redesign, I start with the operating model before touching the configuration. How do leads enter? Who owns them? How do qualification, opportunities, and quoting work?

Then we turn those decisions into a tested system, with migration, integrations, documentation, training, and launch support scoped around the project.

Your CRM is one part of the revenue system. Prospecting, enrichment, engagement, scheduling, quoting, finance, and BI all touch the sales process.

I’ll map how they should work together: which system owns the data, where handoffs break, what people enter twice, and whether you need every platform you’re paying for.

Lead lifecycle, territories, qualification, BDR-to-AE handoffs, opportunity stages, forecasting, and renewals need clear operating rules.

I help define those rules with the people doing the work, then translate them into Salesforce workflows, reporting, and team guidance.

Good automation removes repetitive work and makes important things happen consistently. It also makes failures visible, so nobody has to discover a missed handoff weeks later.

• Lead assignment, follow-up tasks, and notifications
• Approvals, quote handoffs, and record creation
• Enrichment, API integrations, and synchronization
• Exception monitoring and clear ownership

Sometimes you need someone who can own a backlog, improve the platform, and help leadership make better systems decisions.

Fractional support can cover administration, development, reporting, automation, integrations, troubleshooting, roadmap planning, and user enablement. We agree on priorities and capacity before work begins.