Services · Salesforce and CRM

CRM Admin & Sales Ops

We take admin off your reps, clean up the data underneath, and build the automation and reporting that get reps using Salesforce again.

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The problem

When the CRM is a chore, reps work around it and the forecast is wrong before anyone reads it.

01Reps keep the real pipeline in spreadsheets because the CRM is slow and cluttered, so the forecast runs on stale data.
02Duplicates, dead accounts and inconsistent fields turn every report into an argument.
03Admin requests pile up because no senior person owns the org day to day.

Salesforce and CRM

What we take on

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CRM administration that keeps the org tidy and governed
Automation in Flow, Apex and the API that removes manual steps safely
Prospecting process design for a repeatable outbound motion
Pipeline management and forecasting leadership can rely on
Commercial reporting built around the numbers people act on
Data automation and enrichment that keep records clean

How it works

Audit, build, then run it or hand it over

Audit

A short discovery call and a look inside your stack. You get a fixed scope and a cost estimate before any work starts.

Build

A senior operator does the work in small pieces you can review as each one is finished, so you aren't waiting months to see anything.

Run or hand over

We can keep running it for you, or we can document it, train your team and hand it over. You can change your mind later.

Case study

InstemLife sciences software & services

Three CRMs into one Salesforce instance in eight weeks.

After several acquisitions, Instem, a global life sciences software provider, had three commercial teams on three separate CRMs, each with its own fields, hierarchies and data standards. We audited every record first and marked each one to migrate, archive or discard. The legacy sales teams helped run the migration, which made adoption easier, and we hit a fixed New Year go-live with no downtime and no data loss.

CRM ConsolidationRevOpsData MigrationChange Management

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3 → 1: CRMs consolidated
8 wks: Kickoff to delivery
0%: Downtime or data loss
100%: On time, under budget

Recommendations

What people who've worked with Paul say

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I had the pleasure of working with Paul at SCIEX and was impressed by his expertise in Salesforce and marketing automation. Paul consistently brought clarity and efficiency to our CRM and automation initiatives, translating complex requirements into practical, high-impact solutions for both marketing and sales teams. He is highly knowledgeable, collaborative, and results-driven, with a strong ability to improve processes and drive meaningful business outcomes.

Marie-Lise Perrault

Senior Global Marketing Communications Manager - Biopharma & Pharma

SCIEX

“Digital Marketing Wizard” is the phrase I would use to describe Paul. From PPC, CRM management, content writing, Salesforce development, and marketing automation - you name it, Paul can do it; and he won’t leave one stone unturned. From the moment he joined the team, you could instantly see Paul’s great passion and understanding of marketing. He quickly, yet methodically, analyzed our digital foundation and built a strong plan to improve workflows, processes, and overall approach to our online strategy. Not only is he an extremely talented marketeer, but what made working for Paul such a pleasure was his drive, positivity, and ‘can do’ attitude. He was always looking for any opportunity to learn and grow and wanted the same for his team. In the short time I worked for Paul, I learned so much. Any organization would be incredibly lucky to have Paul as part of their team.

Bianca Marschner

Global Marketing Manager

ndd Medical Technologies

Fun, energetic, and full of ideas. Working with Paul was easy as he always had different ways to solve complex scenarios presented. Great attitude, hard working, took ownership, very dependable. I wish him the best in his future endeavours.

Daniel Lachcik

Sr. Salesforce Technical Solutions Manager/Data Governance Manager

SCIEX

One flat monthly fee, no long contract.

Every service is included in the same fee, agreed up front. There's no hourly billing and nothing bolted on, so the fee you budget for is the fee you pay.

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FAQs

Before you ask

Either. We can cover a gap, add senior capacity, or own the org outright with proper change control.

Salesforce is where we go deepest. We also work across the other major CRMs and the tools that connect to them.

Yes. Merging several CRMs into one is some of our most common work. We audit first and migrate with no data loss.

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Need help with CRM Admin & Sales Ops?

Tell us the scope and we'll send a fixed quote. You won't get a pushy sales call.

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