Services · Your CRM, run properly

CRM Admin & Sales Ops

We take the admin off your reps, clean up the data underneath, and build the automation and reporting that make Salesforce a tool people use instead of work around.

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The problem

When the CRM becomes a chore, reps work around it — and the pipeline you forecast on is already wrong.

Reps live in spreadsheets because the CRM is slow and cluttered, so your forecast is built on stale data.
Duplicates, dead accounts and inconsistent fields make every report a debate instead of a decision.
Admin requests pile up because no one senior owns the org day to day.

What's included

What we'll take off your plate

CRM administration that keeps the org tidy and governed — one reps want to use
Automation (Flow, Apex, API) that removes manual steps safely
Sales prospecting process design — a repeatable outbound motion
Pipeline management and forecasting leadership can stand behind
Commercial intelligence reporting that's signal, not noise
Data automation and enrichment that keeps records clean

How it works

Scoped tight. Delivered end to end. Handed over clean.

Scope

A short discovery call, then a fixed scope and an honest estimate. You know what you're getting and what it costs before we start.

Build

A senior operator does the work, in small reviewable increments you can see — not a black box you wait months on.

Hand over

Documented and trained, so it's yours to run. We make ourselves useful, then we make ourselves optional.

Selected work

Proof we've done this before

Instem

Life sciences software & services

Three CRMs into one Salesforce instance, in eight weeks.

After a run of acquisitions, a global life-sciences software provider was running three separate CRMs across three commercial teams, each with its own fields, hierarchies and data standards. We led an audit-first consolidation — every record judged migrate, archive or discard — and brought the legacy sales teams into the migration itself to drive adoption, hitting a hard New Year go-live with no downtime and no data loss.

CRM ConsolidationRevOpsData MigrationChange Management

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

Recommendations

Proof from the field

Read all recommendations

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

I had the extraordinary experience of working with Paul for a year while we were both at Metabolon. Paul isn’t just passionate about marketing, he lives and breathes it. His mastery of marketing automation tools is impressive, but what really makes him shine is the way he obsesses over the details. Every campaign, every workflow, every single decision has been crafted with care and precision. But here’s the real gift: Paul isn’t just a technical wizard. He’s a leader who brings heart and community to the table. He has this uncanny ability to turn complexity into clarity, and he does it in a way that lifts up every single person he works with. Every project with Paul feels structured, purposeful, and honestly, fun. If and when I have the chance to work with Paul again, I’d do it in a heartbeat.

Libby Bean

Sales Operations Manager, Amercias Commercial East & West

Darktrace

I’ve had the pleasure of working with Paul for nearly three years, including two years where he was my direct reporting manager. Paul is an exceptionally passionate marketing professional with deep expertise in marketing automation tools and systems. His attention to detail is remarkable and consistently sets a high standard for quality and precision in everything he does. What truly sets Paul apart is his rare ability to combine strong technical knowledge with thoughtful, people-focused leadership. He brings clarity, structure, and purpose to his work while empowering those around him to grow and succeed. As he takes the exciting step of starting his own marketing consultancy, I have no doubt he will bring the same level of excellence, insight, and dedication to his clients. I wish him every success in this next chapter and couldn’t recommend him more highly.

Mercy Sharanya Mohanraj

Marketing Operations Specialist

Metabolon, Inc.

One flat rate. No long lock-in.

Every discipline is billed at the same transparent hourly rate — scoped up front, invoiced on actuals.

See pricing

FAQs

Before you ask

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

Deepest there, but we work across the major CRMs and the tools that plug into them.

Yes — consolidating multiple CRMs into one is some of our most common work. Audit first, migrate with no data loss.

Need help with crm admin & sales ops?

Tell us the scope and we'll send a fixed quote — no pushy sales call.

Get a quote Book a discovery call