The first step in any project is learning about the business and how it operates. I will work with you to determine the workflows and required features.
Setup and Customization
Salesforce works great out of the box, but no two businesses are alike and customization is always needed. This is the phase of the project where we build out the overall structure and workflows.
Data Cleaning and Migration
You’ve got lots of data and of course you want to bring it into the new system. I can help you export, clean and migrate your data into Salesforce so none of your historical data is lost.
Once you have the core of Salesforce up and running, you may want to integrate other third party apps to enhance your business even more. I can help you research solutions and integrate them into your system.
Great businesses are data driven. By creating a custom set of reports tailored to your organization, you will be able to make better decisions.
Ad Hoc Help
For all other issues that arise, I’m here to
help your business succeed.
Salesforce Cloud Consultant
Nano Degree in Data Analysis
Nano Degree in Business Analysis
Platforms & Apps