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Salesforce Consulting Services

Salesforce that works for your marketing team

I help marketing and sales teams optimize Salesforce from the marketing operations side, ensuring smooth processes, accurate data, and better alignment between marketing and sales.

Salesforce Consulting Services

Ways we can work together

Pick the support that fits where your team is today.

Ongoing

Fractional Salesforce Admin

Dedicated Salesforce support for marketing teams who need Salesforce support.

Best for marketing teams without admin support

Project

Lead Lifecycle & Handoff

Build a complete lead lifecycle in Salesforce and create a smooth, efficient process for handing off qualified leads to sales..

Best for teams fixing their funnel

Enablement

Campaign Standards & Enablement

Campaign structure, naming conventions and member statuses that keep reporting consistent, plus documentation for your team.

Best for teams scaling their campaigns

What I can help with

Whichever way we work, these are the areas I focus on most.

Reports & dashboards

Funnel visibility from lead to revenue, campaign performance reporting and dashboards your team will actually use.

Lead source & attribution

Standardized lead source tracking and multi-touch attribution that shows marketing’s true impact on pipeline.

Lead assignment & routing

Assignment rules, round robin or owner-based routing, and dashboards that make sure every lead gets followed up.

Marketing platform integrations

Salesforce connected to Account Engagement, Marketo, HubSpot and your other tools for clean data flow.

Works with the rest of your stack

  • Account Engagement
  • Marketo
  • HubSpot
  • LeanData
  • ZoomInfo
  • Chili Piper
  • Google Analytics
  • RingLead
  • Revenue Hero
  • Clearbit
  • Apollo
  • Outreach

We brought Jenna on for fractional Salesforce and Pardot support and it was exactly what we needed. As a small team, we couldn’t justify hiring a full-time expert, but we definitely needed someone who knew their stuff. Jenna jumped in quickly, helped us fix issues, streamline workflows, and optimize our systems. She feels like a true extension of our team we can rely on and has been a huge asset.

Maya
Head of Marketing, Non-profit Company

Looking for Salesforce support?

Contact me today to schedule a consultation.