Hire the Best Salesforce Experts in California

Is your Salesforce org doing the work, or adding more work? Most Salesforce implementations become the thing they were meant to replace. 🏆 𝟭𝟬𝟬% Job Success Score across every completed Salesforce engagement 📊 +$𝟱𝟬𝟬𝗞 new business in month one on a B2B lending Salesforce rebuild, application cycle cut to 𝟭 day 💼 CEO at Trinity Relationship Management, a dedicated Salesforce agency serving US-based clients ✅ 𝗜𝗧𝗜𝗟 𝗩𝟰 𝗗𝗶𝗿𝗲𝗰𝘁, 𝗣𝗹𝗮𝗻, 𝗜𝗺𝗽𝗿𝗼𝘃𝗲 certified, 𝟭𝟬+ years in enterprise IT and CRM platforms ⚡ Specialized across Sales Cloud, Service Cloud, Marketing Cloud (Pardot and MCAE), Experience Cloud, and Data Cloud 🎯 Full team coverage: Salesforce Administrator, Salesforce Developer, Salesforce Consultant, and Marketing Cloud implementation ⭐⭐⭐⭐⭐ "Matthew has been amazing and I will hire again in the future. He'd been great for my company!" (Salesforce CRM Administrator engagement, 𝟰𝟴𝟮 hours delivered, 𝟱.𝟬 rating across 𝟮 client reviews) As the CEO of Trinity Relationship Management, I run a dedicated Salesforce agency partnering with US-based companies to design, implement, administer, and develop Salesforce solutions that actually get used. My team builds Salesforce around how you sell and operate, not the other way around: custom Lightning UI, custom objects, Apex, native Salesforce apps, and cross-cloud architectures for B2B lenders, insurance agencies, medical distributors, real estate investors, nonprofits, and enterprise SaaS teams. We live inside Salesforce every day, not as generalists. 🔶 B2B Lending Application Platform (Financial Services): +$𝟱𝟬𝟬𝗞 new business in month one | application cycle cut from multi-day to 𝟭 day | Salesforce + lender API + MCAE 🔶 Salesforce Operations Center (Enterprise SaaS): retired fragmented third-party stack | native Sales Cloud, Service Cloud, Experience Cloud, and e-signature on one platform 🔶 Real Estate Investment Operations: custom Project object for property pipeline | underwriting-aligned opportunity stages | custom Sales homepage with KPI dashboards 🔶 Insurance Agency Transformation: bulk application submission | dynamic quote generation via custom object | unified Marketing Cloud + Sales Cloud + Sales Engagement 🔶 EasySign: Trinity's native Salesforce document generation and e-signature product, multi-signer routing, PDF generation, audit trail, no envelope limits 𝗪𝗛𝗔𝗧 𝗜 𝗗𝗢 ✅ Salesforce Administration: user management, org cleanup, permission sets, data quality, reports and dashboards ✅ Salesforce Implementation: Sales Cloud and Service Cloud rollouts scoped against your actual sales and support workflows ✅ Salesforce Development: Apex, Lightning Web Components (LWC), triggers, batch jobs, REST and SOAP integrations with external systems ✅ Salesforce Native App Development: we built EasySign, our native document generation and e-signature app with multi-signer routing, merge fields, PDF generation, and audit trail, zero external dependencies ✅ Custom Salesforce Object Architecture: custom objects, bespoke Lightning UI, opportunity stage design aligned to your business model (lending, real estate, insurance, SaaS, nonprofit) ✅ Marketing Cloud and Account Engagement (Pardot/MCAE): journey builds, email deliverability, lead scoring, SMS campaigns, Marketing Cloud to Sales Cloud handoffs ✅ Data Cloud: unified data modeling, identity resolution, activations across Sales Cloud and Marketing Cloud ✅ Salesforce CPQ and Revenue Cloud: quote-to-cash builds, price rules, approval flows, product catalog architecture ✅ ITSM on Salesforce: Service Desk case management, SLA automation, ITIL-aligned support workflows ✅ Salesforce Talent: fractional Salesforce Administrator and Salesforce Developer staffing for agencies and in-house teams that need senior help fast 𝗪𝗛𝗢 𝗜 𝗪𝗢𝗥𝗞 𝗪𝗜𝗧𝗛 🎯 US-based companies running Salesforce that want a senior Salesforce partner, not a low-bid admin 🎯 B2B Lending, Insurance, Medical Technology, Real Estate Investment, Education, Nonprofit, and Enterprise SaaS teams needing Salesforce built around their specific business model 🎯 Founders, RevOps leads, and CRM owners who need Salesforce work done right the first time 🎯 Teams looking for dedicated Salesforce capacity: implementation, ongoing admin, custom development, native app builds, or Marketing Cloud buildouts 🎯 Engagements with real scope, not quick Salesforce fixes or 30-minute tasks 𝗠𝗬 𝗣𝗥𝗢𝗖𝗘𝗦𝗦 1️⃣ Discovery: free 30-minute call, we scope the Salesforce work, the constraints, and what success looks like 2️⃣ Proposal: fixed-scope or retainer options with clear Salesforce deliverables and timeline 3️⃣ Build: my team delivers Salesforce Administrator, Salesforce Developer, implementation, custom objects, native app work, or Marketing Cloud with 24/7 ITSM-backed support Send me a message or invite me to your Salesforce project. Happy to jump on a quick call this week to scope the work.

Your Google Workspace environment has security gaps you probably don't know about yet. I'm a Google Workspace specialist with nearly a decade of experience across SMB, enterprise, and FedRAMP-regulated environments. I help business owners and IT leads fix the things that keep them up at night, excessive super admin access, missing MFA, AI tools connected to the wrong accounts, backdoor access from former employees, and domain sprawl. My engagements are milestone-based and fixed-price. You approve each phase before I proceed. No surprises, no runaway hours. What I do: GWS security audits — super admin reduction, OAuth app enumeration, SPF/DKIM/DMARC Identity hardening — YubiKey MFA, dedicated admin accounts, custom roles OU architecture and Shared Drive governance SAML SSO + JIT provisioning (replacing broken SCIM setups) AI governance — safely deploying Gemini and Claude without exposing super admin scope Onboarding/offboarding automation via Google Chat chatbot (no super admin required) Apple Business Manager + MDM for device fleets Advanced GAM for bulk operations and auditing Who I work with: Fast-growing SMBs that scaled quickly and now realize their GWS environment hasn't kept pace with the business. Companies about to deploy AI tools who want guardrails in place first. Anyone who's had a security incident, or wants to avoid one. My background: SADA Systems, Meta (Senior GWS SME), Salesforce (FedRAMP High), and several Google Cloud partners. I know what enterprise-grade GWS administration looks like, and I bring that to SMB engagements at a fraction of the cost. All work performed remotely. Off-hours scheduling available to minimize disruption to your team. Ready to start? Send me a message or book a 30-minute consultation call.

Cloud-based software offers many benefits to small businesses and is easy to implement. Netsuite and Odoo are two industry-leading business management solutions that offer many advantages over Quickbooks. I am an expert NetSuite and Odoo consultant with experience implementing and optimizing varying business types including warehouse/distribution, service businesses, e-commerce, and manufacturing. My small consulting practice has an excellent track record on Upwork and offers the attention to detail and customer service that your business deserves. If you're at the beginning and not sure how to take the next step I can consult to help your team review the options and make the best choices for your business. Please contact me to discuss your needs.

I help companies optimize HubSpot and their CRM so they can generate more revenue with less manual work. I bring 15+ years of experience in CRM architecture, RevOps, and full-cycle sales leadership, and I specialize in building clean, automated, AI-enhanced systems that make sales, marketing, and service teams faster and more effective. I handle HubSpot implementations, rebuilds, lifecycle design, scoring, segmentation, attribution, deal management, and full automation setup. I also support integrations with Shopify, Outlook, Airtable, Zapier, and advertising platforms. My work combines practical RevOps strategy with hands-on technical execution so teams get both better systems and better outcomes. I offer a full suite of AI services including AI CRM audits, ChatSpot setup, AI-assisted email and content, AI routing and qualification agents, AI-powered outbound, ICP and intent scoring, automated deal summaries, AI MEDDICC reviews, inbound qualification flows, and AI-driven dashboards and insights. I build automated GTM systems that save hours of work each week and improve visibility for leadership. Recent projects include rebuilding HubSpot for a D2C retailer and increasing SQLs by 28 percent, leading a RevOps transformation for a SaaS Series A company and improving SDR productivity by 35 percent, implementing HubSpot and Shopify for an 85-year-old manufacturer entering D2C, and migrating companies from GHL to HubSpot with complete automation and AI personalization. Clients choose me because I make CRMs easier to use, more powerful, and more aligned with the real sales process. I stay hands-on from strategy through execution and help companies scale with systems that work. If you need a HubSpot expert who can also bring AI, automation, and RevOps skills to your team, I can help.

We will be with you shortly. You are awesome! Mosey on over here to HQ, I’m probably there right now, why aren’t you?! Come say hi!!!! ….hi

I run a Revenue Operations consultancy and have spent 11+ years building, fixing, and scaling CRM and GTM systems for B2B SaaS companies. Most of my work lives in HubSpot and Salesforce, though I regularly work across Marketo, Snowflake, and whatever else is in the stack. I'm a HubSpot Certified Architect and Integration Partner, and Salesforce Certified with partner status. Clients include Asana, Notion, Upwork, HockeyStack, Labelbox, DMI, Crownpeak, and Marketscale. The work ranges from full CRM rearchitectures and multi-platform migrations to more targeted engagements like lead scoring models, lifecycle automation, pipeline reporting, and data cleanup. I've done this for early-stage teams and enterprise orgs sitting on hundreds of thousands of records. Some results: I helped reclaim $3M in at-risk revenue at Upwork through pipeline process redesign. Drove $645K in expansion revenue at HockeyStack through ops-led GTM motions. Built the lead scoring and routing system at Notion that lifted MQL-to-SQL conversion by 45%. Day to day, I work on CRM architecture, sales and marketing automation, lead scoring and routing, attribution modeling, cross-platform data sync (API-level, not just Zapier), and reporting in Tableau, Power BI, or native tools. I also build AI-driven engagement workflows and predictive lead models when the data supports it. If your HubSpot or Salesforce instance has outgrown its current setup, your teams aren't aligned on pipeline definitions, or you need someone who can own the full Revenue Operations stack end to end, I'd be a good fit.