About Me

About Me Photo

Hi! My name is Max (they/them) and I’m happy you’re here.

Both my parents were entrepreneurs, and I understand the struggle of small and medium sized businesses and the need for maximum efficiency and effectiveness.

When I worked as an internal admin for a small business using Sales Cloud, I became adept at finding elegant and creative solutions to tricky problems, all while juggling multiple responsibilities.

I can plug in as a resource for a short time, be available for a set number of hours per week, or lead a larger project from start to finish.

I love the potential of Salesforce and I hope to be the “wind in your sail” to make you excited about it too.

See below for examples of successful projects completed. If there’s anything I can help you with, please don’t hesitate to reach out!

Specialties:

  • Major system enhancements and new features
  • Flow automation and migration
  • Automating common tasks while improving user experience
  • Driving projects to completion from start to finish
  • Complex data management projects
  • Troubleshooting visibility and access issues; security recommendations
  • Pipeline management, reporting, dashboards

Example Projects Completed:

  • User management automation and validation to streamline common admin tasks
  • New multi-object functionality for managing service partner accounts to meet audit requirements; worked closely with service partner trainers on user experience design; several custom Flows; custom reports
  • Global shipping integration project for revenue recovery with extensive customizations for business use case
  • New customer service lead screen flow for efficiency and data hygiene
  • Price book flipper screen flow to save sales reps time when converting existing quote to new price book
  • Custom pricing automation to dynamically adjust fees line item on quote based on products, quantities, and tiers
  • Quote promos with automatic discounting and pricing control
  • Price comparison tool to easily compare product pricing between multiple eligible price books
  • Pricing discrepancy automation to notify sales reps if quote pricing has fallen out of alignment with price book 
  • New functionality for demo equipment ordering with custom objects and flow
  • Automated scalable global account territory/rep assignments functionality
  • Flow automation for custom campaign attribution for marketing to accurately measure opportunity influence and campaign ROI
  • Price Book screen flow to view pricing on SF mobile app

App Development:

  • Create PDF for Salesforce Mobile
  • QuotePal (suite of discounting and sales efficiency tools)