Pamela W.
San DiegoCA
100% Job Success
Top Rated Plus

Salesforce and CRM Customization & Automation

I love helping my clients make the most of technology tools to easily generate and follow up with leads, convert new customers, and manage sales and contract cycles. I am frequently the translator between real people and techie teams since I have experience being on both sides. No matter what your business, I've probably worked in something similar - including small B2C product solo-preneurships and startups, small-to-midsize professional service organizations, retail sales locations, and a 500+ user "sales machine" in the resort industry. My specialties: • Understanding YOUR Business, how YOU do things and what YOU want to achieve to customize tools to help you do it better, faster, and cheaper. • Configuring tools and solutions that users actually *like* to use. • Automated solutions using custom code or "low code" • Keeping your project on track and on budget. • Learning new technology and new Salesforce features and functionality quickly, and then teaching business users how to be more effective with them. • Organizing, motivating and cheerleading business owners who would rather focus on their businesses than their IT.
Work history

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  • HubSpot
  • Marketing Automation
  • Keap
  • Visualforce
  • Apex
  • Zoho CRM
  • Project Plans
  • Project Management