Salesforce Consulting

Consulting Services Tailored to Your Unique Needs

Salesforce is the world’s leading CRM for both its out-of-the-box functionality and its built-in customization tools that allow organizations to automate complex business processes.

But it can be intimidating if you don’t have the right guide.  

Where are you in your Salesforce Journey?

Whether you need a one-time tune-up or help with a major project, my services are always pay-as-you-use with no long-term commitments. This means I consistently provide value at every stage of the project.

“Whether it was a complex automation or simple reporting task, Vince was always willing to help out. His enthusiasm for finding solutions and trying new things was infectious. A true Salesforce rockstar in our org!”

– C. Richardson, Sr. Sales Executive

Salesforce consulting services to span the gap between marketing and sales.

My services focus on the four A’s, Analytics, Attribution, Automation, and Adoption.

Salesforce Analytics

Without a solid measurement program, you are flying blind. Get insights on platform usage, establish baselines and set realistic goals for your organization that are presented in an easy-to-understand format.

Salesforce Lead Attribution

Knowing where your best business deals originate allows you to focus your marketing efforts in the right places and keeps your sales team accountable.

Salesforce Automation

Save time and avoid mistakes by automating time-consuming tasks such as forecasting, lead management, vendor relations, and revenue optimization.

Salesforce Adoption

The least useful tool is the one you never use. Salesforce can be intimidating to first-time users but it doesn’t have to be. Identify your org’s rockstars and implement a company-wide training program to increase participation.

Where I’m Most Useful

In general: anywhere there’s a problem to be solved. With Salesforce specifically: sitting with an organization’s most successful salespeople. This allows me to set a baseline and identify which processes need automation. It is also useful for determining which content is central to the customer journey.

I then take those automations (and content lessons) company-wide so the entire organization benefits.

Recent Work

Maximizing Events and Personal Interactions


Axio is a cybersecurity firm focused on risk identification and reduction. While the term “thought leaders” is frequently tossed around, it is particularly true with Axio. 5 of the 7 architects of the Department of Energy’s Cybersecurity Maturity Model (aka the C2M2) work for Axio. Needless to say, they are in high demand for speaking engagements.

The problem: Axio wasn’t maximizing their event participation. They would speak and collect cards but follow-up was sporadic at best. It was difficult to attribute business to specific events.

The solution: I created a system that utilized ScanBizCards (an AppExchange app), Salesforce’s Process Builder, and Microsoft Flow that allowed Axio’s leadership to simply scan business cards at the events they attended. Each scanned card was automatically added as a lead, attributed to the event and speaker, and received a personal email from the speaker. Furthermore, the leads were then scored by Zoominfo and follow-up tasks were set for the sales team.

The results: Events became the number source of new business acquisition and Axio now has the data needed to determine which events were the most profitable.