A portfolio of projects spanning both commercial and nonprofit organizations. Each engagement addresses a real challenge with an intentional solution and clear, measurable results. While the industries vary, the approach remains consistent: deeply understand the process, design for user adoption, and deliver solutions that endure well beyond the initial kickoff.
Each of these engagements reflects the same standard of work: well-scoped, intentionally designed, and built to last. Here is what that looks like in practice.
A B2B SaaS company had steady inbound demo requests, but SDRs were hand-reviewing every lead, manually building Salesloft cadences, and creating opportunities days after meetings were already on the calendar. Built Salesforce Flow automation and Salesloft integration to qualify leads automatically, enroll them in the right cadence without SDR review, and create the opportunity the moment a meeting was confirmed. Reps saved around 10 minutes per lead and leadership finally had pipeline data they could forecast from.
Read Case Study →Automated the post-close handoff at a B2B SaaS company where cases weren't being created, went unassigned, and customers received no introduction to their implementation contact. Built interconnected Salesforce Flow and Salesloft components that fire the moment an Opportunity closes.
Read Case Study →Built a self-service scholarship status lookup tool for a national nonprofit, allowing students to check their application status using a unique reference number, with no staff involvement required. Leveraged Salesforce Flow and Formstack to automate matching, evaluation, and email responses, cutting support email volume by 90%.
Read Case Study →Built a real-time bi-directional integration between Salesforce Service Cloud and Jira at a B2B SaaS company where Support and Product had no automated path between systems. Escalations relied on Slack messages and hallway conversations, leaving reps with no visibility into resolution status. Replaced that fragmented handoff with an event-driven sync using Celigo, giving both teams accurate, up-to-date context without any manual effort.
Read Case Study →Replaced a manual, spreadsheet-driven disbursement process at a national nonprofit with Salesforce automation, cutting administrative time by 90%. Built on NPSP with Salesforce Flow to track contract fulfillment milestones and trigger disbursements without staff intervention.
Read Case Study →A B2B SaaS company's sales team was logging loss reasons into a multi-select picklist field, data that looked useful but was nearly impossible to report on in Salesforce. The engagement replaced that broken field with a structured single-select system, cleaned up historical records, and built dashboards that surfaced clean win-loss trends by competitor, stage, and rep. For the first time, sales leadership had the data to settle internal debates and drive strategy with confidence.
Read Case Study →Interested in collaborating on a mission-driven project, or just want to talk about the intersection of Salesforce and social impact? I'd love to connect.