Real solutions, real results
See how I’ve helped businesses optimize their CRM systems, scale their operations, and streamline their processes. From custom Salesforce builds to process automation, each project is designed to meet the unique needs of my clients and drive real growth.
Explore the case studies below to discover the impact of tailored CRM solutions that work smarter, not harder.
360° Service Cloud Setup
Built a high-performing, global customer service call center that handles 50,000 cases annually across multiple channels—chat, email, phone, and SMS. I also maintained a knowledge base with 1,000+ localized articles, supporting a self-serve platform for customers worldwide. Integrated field service teams and dispatchers across the US for seamless service delivery.
Growth by Sales Cloud
Unified four separate lead generation sources into one dynamic Salesforce CRM integration, increasing lead conversion by 70% (from 6.46% to 11.01%). I created a streamlined structure for lead data, enabling easy nurturing and conversion, while collaborating with marketing, IT, and sales teams to ensure success.
Empowerment by Data
Developed a visual method leveraging Salesforce Dynamic Dashboards, empowering teams across industries to meet operational and strategic goals. From sales KPIs to day-to-day operations, I designed dashboards that could scale across teams of 200+ agents, regardless of location or role.
Strategic Migrations
Led seamless CRM data migrations involving up to 100,000 records, ensuring accuracy and minimal disruption. My approach prioritized user adoption post-migration, allowing teams to transition smoothly into new systems while maintaining compliance with legal and regulatory standards.
Fully Custom Solutions
Created custom Salesforce solutions that consolidated highly regulated data from 15 documentation teams into a unified system. I addressed challenges related to customization, ensuring scalability and long-term performance while integrating compliance controls and industry safeguards.