Service
CRM administration
Salesforce-certified administration — Flows, Apex, Lightning, and Pardot.
What if your Salesforce instance finally worked the way your business actually sells?
Most Salesforce instances start clean and then accumulate years of abandoned automation and conflicting rules. CRM administration is the work of bringing it back — auditing the org, killing dead Flows, simplifying the data model, or building new logic that matches how your team actually sells. Pardot/Account Engagement is part of the same lane when marketing automation lives in Salesforce.
How it works
- 1Org audit and documentation
- 2Scope cleanup or new build
- 3Build Flows, Apex, or config
- 4Test, deploy, and hand off
Imagine…
- Fewer manual steps between a new lead and a closed deal
- Flows that guide your team through complex processes without a manager watching
- Data your ops and leadership teams can actually trust
- Validation rules that catch mistakes before they cost you
- Lightning Web Components your reps open because they're useful
- Account Engagement campaigns that run between touchpoints without anyone babysitting them
Technologies used
Could this be you?
- You're burning hours on manual data entry and duplicate records
- You're running repetitive tasks that Flow Builder could handle automatically
- You're not sure if your Salesforce org is set up to match how you actually sell
- You need custom functionality the default config doesn't give you
- You want marketing automation that connects cleanly to the rest of your sales process
Related projects
WhatConverts → Salesforce Lead Flow
End-to-end click-to-CRM pipeline with AI-enriched lead routing via Zapier, landing enriched leads in Salesforce in under 30 seconds.
→ Lead capture under 30 seconds, fully automated
View details →Lead Generation Web Scraping
Automated lead capture and marketing integration for financial advisors.
→ Automated lead pipeline from external sources
View details →SMS in Salesforce Marketing Cloud
Full texting solution for Salesforce Marketing Cloud enabling two-way SMS campaigns.
→ Two-way SMS integrated with Salesforce campaigns
View details →Ready to scope this out?
Book a 15-minute call. Describe the problem, I'll map out what the engagement looks like — timeline, approach, and whether it's a fit.
1. You describe the problem
What's broken, what's manual, or what you want built.
2. I scope the work
Timeline, approach, and whether I'm the right fit.
3. You decide
No pressure, no follow-up spam. If it's not a fit, I'll say so.