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👋 Hey there, I'm Sherry — Let’s Make Your Digital Vision a Reality Over the last 20 years, I’ve helped businesses — from scrappy startups to global enterprises — transform the way they work. Whether it’s implementing a complex Enterprise (ERP) system like Workday + SAP, automating workflows that save 20+ hours a week, or stitching together 10 different SaaS tools so they finally talk to each other… I’m your person. I’m not just here to check boxes. I’m here to help you build smarter, faster, and with intention. 💡 What I Actually Do (In Plain English): Help founders and teams ditch spreadsheets and chaos by setting up tools that actually work together Lead end-to-end ERP projects — like Workday HCM or SAP SuccessFactors — without the corporate fluff Build automations that do the boring stuff for you (think: CRMs updating themselves, leads flowing in, tasks assigning automatically) Act as your fractional project manager for digital and AI initiatives, especially when your team needs clarity, direction, and momentum Simplify CRM & SaaS implementations, from tools like HubSpot, Zoho, and Monday.com to more niche ones like CopperCRM or Kissflow 🚀 A Few Real Wins I’ve Helped Create: ✅ Scaled a startup's HR operations with Workday HCM — taking them from spreadsheets to fully integrated onboarding, payroll, and performance tracking across 3 countries. ✅ Built a no-code automation system using Make.com and HubSpot that saved a sales team 25+ hours per week and cut response time in half. ✅ Revamped a messy CRM setup in Zoho for a growing SaaS company — automating lead routing, syncing data with marketing tools, and giving leadership a clean dashboard to track revenue. ✅ Led the digital transformation for a remote-first SMB — integrating over 10 SaaS tools, implementing project workflows in Monday.com, and training a non-technical team to actually use it all with confidence. 🧠 What’s It Like Working With Me? Clients tell me I’m like a “tech whisperer meets no-nonsense project coach.” I break complex systems into digestible steps, communicate clearly, and always have a plan B (and C). I’m straight-talking, results-driven, and always focused on how tech can serve your business — not the other way around. 📞 Ready to Tame the Chaos? If you’ve got too many tools, not enough time, or a big digital project looming that feels a little overwhelming — I can help. ➡️ Schedule a consult so we can carve out a scope of work and timeline to execute. Certification: Make.com Intermediate Workday Financial Fundamentals Pro Workday Human Capital Fundamentals Pro SAP Success Factors PMI - Professional Project Management Professional (PMP) Workato Automation Pro Evernote Certified Practitioner SCRUM Master Agile Coach Certified Product Owner (CPO) JIRA / Confluence Administrator CopperCRM Certified Monday.com Certified 🔧 Tools I Use Like a Pro (and Probably Already Have a Template For): ERP & HR Tech: Workday, SAP SuccessFactors, BambooHR CRM: HubSpot, Salesforce, Zoho, Pipedrive, CopperCRM, Attio, Close.io, Affinity, Go High Level Automation & Integration: Make.com, Workato, Zapier, UiPath PM & Collaboration: Monday.com, ClickUp, JIRA, Asana, Confluence Data & Docs: Power BI, Tableau, LucidCharts, Pandadocs, Jotform Support Tools: Zendesk, Freshdesk, Process Street, Kissflow, Pipefy Bonus: I'm certified in all the above (and then some). But honestly — it’s not the certifications that matter, it’s the results we’ll create together.

🔥 Is your CRM holding your revenue team back? Your Salesforce is over-customized and nobody trusts the data. Your HubSpot was "set up" but reports don't match reality. Marketing and sales argue about lead credit. Your pipeline is a guess, not a system. That's exactly what I fix. ━━━━━━━━━━━━━━━━━━━━━━ 🧠 WHO I AM Salesforce & HubSpot Architect with 10+ years delivering enterprise CRM for Twitter/X, Palo Alto Networks, CrowdStrike, Accenture Federal Services, Unilever, and Honeywell. Currently CRM Architect at a national nonprofit and HubSpot Super Admin for a B2B client — both active, both ongoing. 15x certified — 10x Salesforce (including CPQ) + 5x HubSpot. US-based. Fortune 500 standards without the overhead. ━━━━━━━━━━━━━━━━━━━━━━ 😤 DOES THIS SOUND FAMILIAR? → "Our Salesforce is a mess — nobody trusts the data" → "HubSpot was set up but we're barely using it" → "Marketing and sales can't agree on what counts as an MQL" → "We integrated both platforms but things keep breaking" → "Our reports don't match what's actually in the pipeline" You don't need more tools. You need your existing stack to fit your business. ━━━━━━━━━━━━━━━━━━━━━━ 🔵 HUBSPOT SERVICES ▸ Marketing Hub & Sales Hub architecture and configuration ▸ HubSpot-Salesforce integration and bi-directional sync ▸ Breeze Intelligence — Buyer Intent, ICP criteria, intent signals ▸ Lead scoring, MQL/SQL attribution, ABM overlap logic ▸ Contact database hygiene and enforcement workflows ▸ Chatflows, Knowledge Base and Support Bot automation ▸ RevOps — lifecycle stages, pipeline design, forecasting 🟠 SALESFORCE SERVICES ▸ Architecture — data models, security models, integration frameworks ▸ CPQ Implementation and Optimization ▸ Sales, Service, Experience, Field Service, Financial Services Cloud ▸ Apex, Lightning Web Components, Flows, Process Automation ▸ API Integrations — HubSpot, DocuSign, Conga, Zapier, Workato ▸ Revenue Cloud and Quote-to-Cash process design ▸ Data migration, deduplication and governance ━━━━━━━━━━━━━━━━━━━━━━ ⚡ RESULTS DELIVERED → 50% sales productivity increase at Twitter/X — unified pipeline eliminated manual reporting across 3 teams → 40% compliance processing reduction at CMS via Flow-driven automation → Built HubSpot Knowledge Base + Support Bot for B2B partner portal — 9-article FAQ, escalation routing, full deployment documentation → Managing 19,000+ contacts at enterprise nonprofit with enforcement workflows and recurring audit processes → Global Salesforce rollouts at Unilever, Honeywell, and Telenor across thousands of users ━━━━━━━━━━━━━━━━━━━━━━ 🛠 MY APPROACH 1️⃣ Audit and diagnose what's broken before touching configuration 2️⃣ Agree on outcomes first, then build 3️⃣ Clean, documented architecture — no shortcuts that create debt 4️⃣ Train the team so adoption actually sticks 5️⃣ Hand off with documentation so you're never dependent on me long-term Typical engagements: $3,000 to $15,000. Retainer arrangements available. ━━━━━━━━━━━━━━━━━━━━━━ 🏆 YOU'LL GET THE MOST VALUE IF ▸ Salesforce or HubSpot is core to your revenue motion ▸ You want clean systems, not hacks ▸ You care about adoption, not just setup ▸ You need someone who thinks strategically and executes ━━━━━━━━━━━━━━━━━━━━━━ 📜 CERTIFICATIONS Salesforce: Admin, Advanced Admin, Business Analyst, App Builder, Platform Developer I, Sales/Service/Marketing/Field Service/Experience Cloud Consultant, CPQ Specialist HubSpot: Marketing Hub, Sales Hub, Service Hub, Revenue Operations, Inbound PMP | Professional Scrum Master 🏢 INDUSTRIES SaaS & Fintech | Cybersecurity | Healthcare | Government | Non-Profit | Real Estate | Manufacturing | Media | FMCG 📩 Invite me to your job — I'll be direct about fit, scope, and what it will take to fix. ━━━━━━━━━━━━━━━━━━━━━━ Salesforce HubSpot Salesforce Architect HubSpot Expert RevOps Revenue Operations Salesforce CPQ HubSpot RevOps CRM Architecture Salesforce Administrator HubSpot Administrator Salesforce Developer HubSpot Automation Marketing Hub Sales Hub Service Hub Salesforce Integration HubSpot Integration HubSpot Salesforce Integration Lead Scoring MQL SQL Attribution Breeze Intelligence Data Hygiene Salesforce Flow Workflow Automation LWC Lightning Web Components Apex Sales Cloud Service Cloud Experience Cloud Field Service Cloud Financial Services Cloud CPQ Specialist HubSpot Workflows HubSpot Pipeline HubSpot Onboarding HubSpot Sequences HubSpot Deals HubSpot Properties HubSpot Lists HubSpot Forms HubSpot Landing Pages HubSpot Email Marketing HubSpot Chatflow HubSpot Knowledge Base HubSpot Support Bot HubSpot Contact Management HubSpot Lead Capture HubSpot Reporting HubSpot Dashboard HubSpot Analytics HubSpot Migration HubSpot Cleanup HubSpot Audit HubSpot Setup HubSpot CRM Setup HubSpot Sales Automation HubSpot Marketing Automation HubSpot Service Hub HubSpot Ticketing CRM Audit CRM Cleanup CRM Migration CRM Setup CRM Strategy Revenue Cloud Quote to Cash ABM Account Based Marketing

I have over 27 years of consulting experience focusing on information technology (IT) strategic planning, digital transformation, business case and return on investment (ROI) analysis, requirements and design, business process reengineering, solution development, and systems integration. I have served federal, state, local, commercial, and nonprofit clients. I have program and project management expertise and have helped organizations design, build, deploy, transform, and sustain technology solutions. I have experience adopting and applying enterprise architecture frameworks, IT governance processes, and best practices. I have a strong background in geographic information systems (GIS). I am skilled in deploying many other solutions, including Customer Relationship Management (CRM), Amazon Web Services (AWS) cloud-based solutions, and similar. I specialize in communicating technical topics to non-technical audiences. If your goal is to sell technology to non-technical buyers or C-Level executives, I can help. I work with my clients to identify key business goals and objectives, strengths, weaknesses, opportunities and to establish common-sense, proven, and low-risk technology strategies rooted in best practices and professional experience. I can help you plan, communicate, and execute your technology objectives and vision. I have strong public speaking, presentation, and facilitation skills and am skilled in gaining consensus amongst diverse stakeholders and communicating business value to senior executives. I have experience in technical writing, proposal preparation, and presentation development. I can help tailor and strengthen your message for your clients and stakeholders.