My Latest Work

End-to-End Sales Process Automation for a Mid-Sized Company

Case study showing custom automation, FormAssembly integration, and sales process optimization for a mid-sized business.

Salesforce Org Cleanup & Optimization

In this project, I was tasked with performing a detailed cleanup of a Salesforce org that had become cluttered with outdated reports, unused fields, and low-value customizations. The goal was to improve system performance, ease of use, and data accuracy.

Data Management & Governance Series

Optimizing Sales Team Efficiency With Salesforce Routes & Schedules

Use Salesforce Maps to automatically create events

Salesforce & Slack Integration

Is your company growing at a rapid rate, but collaboration and communication seems to be getting left behind?

Lotus Birth App Implementation

Does your CRM leave much to be desired when communicating and providing care to your patients?

Google Drive & Salesforce Integration

Is your organization accustomed to saving large files? Are you running out of space?