Salesforce Consulting
Hands-on Salesforce Sales Cloud and Marketing Cloud expertise — built for organizations that need more than a technical setup. I help you align your systems to your strategy, your team, and your goals.
The Approach
A lot of Salesforce implementations fail — not because of the technology, but because the strategy wasn’t clear before the first record was imported. Technical debt builds up. Teams get frustrated. The org becomes harder to manage, not easier.
My approach starts with understanding your business — who you serve, how your team works, and what success actually looks like. Then we build a Salesforce ecosystem that reflects that reality, not just what the tool can do.
Whether you need a full Sales Cloud build, Marketing Cloud journey architecture, or a cleanup of an existing org that’s gotten messy — I bring both the technical depth and the strategic clarity to do it right.
Clarity before complexity. Strategy before systems. People before platforms.
— Elizabeth Soler, ECSWhat’s Included
Two powerful platforms. One consultant who knows how to make them work together.
Sales Cloud
Most CRM failures aren’t technical — they’re adoption problems. I build Sales Cloud environments that are clean, logical, and designed around how your team actually works.
Marketing Cloud
Email isn’t just a broadcast channel — it’s a relationship tool. I design and build Marketing Cloud programs that send the right message to the right person at the right moment.
Data & Reporting
You can’t optimize what you can’t see. I build dashboards and data structures that give leadership and your team clear, actionable visibility into performance.
Systems Integration
Salesforce works best when it’s connected to the rest of your stack. I help you integrate your CRM with your marketing, data, and operational systems so nothing falls through the cracks.
Who This Is For
I work best with teams who are serious about their mission and ready to invest in systems that support it.
You’re scaling fast and need a Salesforce foundation that can grow with you — without accumulating technical debt that slows everything down later.
You have a mission-critical need to track relationships, manage outreach, and report on impact — but limited technical staff to own the system.
You’re ready to get serious about your CRM and email marketing but don’t know where to start — or you’ve started and things have gotten messy.
You already have Salesforce but it’s underperforming — the data is a mess, adoption is low, or your marketing automation isn’t delivering results.
How It Works
Every engagement is different. But the approach is always the same.
We start by understanding your business, your data, your team, and your goals. No assumptions. No cookie-cutter solutions.
Before we touch a single setting, we define what we’re building, why, and how it maps to your strategy. This step prevents 90% of future problems.
Clean, documented, structured implementation. Whether it’s a full Sales Cloud buildout or a Marketing Cloud journey, we do it right the first time.
After launch, we measure, refine, and improve. Your Salesforce org should get better over time — not stagnate or become a burden.
From IP reputation recovery to full Journey Builder architecture — my case studies walk through the real challenges, what I did, and the outcomes we achieved together.
Let’s start with a strategy conversation. I’ll listen to where you are, ask the right questions, and tell you honestly what kind of support makes the most sense.
