Is your company or organization new to Salesforce? Do you have a brand new Salesforce instance?  If so, I can help get you started.  I will provide the desired level of assistance in setting up Salesforce.  That could include migrating files from another system or excel, business process review to help determine needed functionality in Salesforce and configuration of custom objects and custom fields to make Salesforce suit your needs.

Org Optimization

Has your company or organization been using Salesforce, but keep running into data or configuration issues that are hindering your work?  Do you want to implement recently released Salesforce features, but aren’t sure how to proceed?  I can perform a review of your Salesforce instance and provide recommendations to improve your Salesforce usage.

Custom Development

Do you need to extend Salesforce functionality?  Do you want to do something that can’t be done with configuration?  I work with an extremely smart team of developers and can help you find a solution to your need.

Training Services

Have you recently hired new staff?  Do you want to learn how to use or optimize new Salesforce features?  Do you want to learn how to customize Salesforce yourself?  I will work with you to build a training agenda and can train your trainers or train your Salesforce users directly.


Has your organization been using Salesforce, but find that you need an expert every once in a while?  I can provide support on an as-needed basis.

Please contact me to discuss your organization’s needs.