Selected work
Solutions built around real business needs.
A portfolio of configuration, automation, governance, and integration work spanning the quote-to-cash lifecycle and day-to-day CRM operations.
CASE STUDY 01Salesforce CPQ Product & Pricing Governance
Designed and supported product rules, MDQ configurations, bundles, pricebooks, customer-specific pricing, proration settings, quote validation, and approval controls to make complex quoting more consistent.
Salesforce CPQMDQProduct RulesApprovals
CASE STUDY 02Opportunity Teams & Overlay Splits Automation
Translated role, owner, and record-type scenarios into automation that adds the correct overlay team member and split—reducing manual work while supporting accurate revenue attribution.
FlowOpportunity SplitsDecision LogicRevenue Ops
CASE STUDY 03Lead Lifecycle & MQL Automation
Built guardrails and automation for Marketing Qualified Leads, including status validation, automatic MQL date capture, HubSpot segmentation, nurture workflow logic, and cross-platform field governance.
Salesforce FlowHubSpotValidation RulesLifecycle
CASE STUDY 04Salesforce Org Simplification
Led a broad cleanup of reports, dashboards, fields, packages, validation rules, and user access. The result was a more navigable org with less technical debt and clearer governance.
Data GovernanceSecurityAdoptionTechnical Debt