Steve P.

Hi, I’m Steve, a Salesforce professional with over 8 years of experience.

I have deep knowledge of Salesforce, Pardot/Account Engagement and Agentforce and I can help you make a better return on your investment in Salesforce. My clients have included medical, education, event management, finance, sales, service as well as lots of non-profits.

I can provide assistance in all of these areas:

• General assistance with Salesforce and/or Pardot (AE)
• Marketing automation
• Flow automation: new builds & debugging existing Flows
• Import & migration of data
• Data prep/cleansing & duplicate management
• Integrations/connections to external data sources
• Improvements to the user experience (layout changes)
• Reports & dashboards
• Lead to revenue pipeline management
• Agentforce consultation - how do you want to utilise AI?
• On-going maintenance & improvements
• NPSP: assistance for non-profit organisations
• Training

I will quickly digest your requirements and priorities I can often start promptly once a contract is active.

My work is tidy, thorough and I'll communicate with you along the way.

Many of my clients are long-term, but it's OK if you only need a few tasks done.

Let me know if I can help you!