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Planning

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.

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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.


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App Integrations

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.

Business Intelligence

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.

 

My Qualifications

 

Certifications

  • Salesforce Admin

  • Salesforce Cloud Consultant

  • Nano Degree in Data Analysis

  • Nano Degree in Business Analysis

Platforms & Apps

  • Salesforce

  • Accounting Seed

  • Excel

  • Tableau

  • Conga

  • DocuSign

Tech Skills

  • Machine Learning

  • SQL

  • HTML, PHP

  • Data Migration

 

 

Pricing

Initial consultations are always free. In this phase we can talk about your project and see if it’s something I can help you with.

For smaller projects an hourly rate of $95 per hour is charged.

If you have a larger project and would like a fixed price, I can also accommodate that once I know the scope of the project.