Steve P.

Hi, I’m Steve, a Salesforce professional with over 8 years of experience. I have deep knowledge of Salesforce, Pardot/Account Engagement and Agentforce and I can help you make a better return on your investment in Salesforce. My clients have included medical, education, event management, finance, sales, service as well as lots of non-profits. I can provide assistance in all of these areas: • General assistance with Salesforce and/or Pardot (AE) • Marketing automation • Flow automation: new builds & debugging existing Flows • Import & migration of data • Data prep/cleansing & duplicate management • Integrations/connections to external data sources • Improvements to the user experience (layout changes) • Reports & dashboards • Lead to revenue pipeline management • Agentforce consultation - how do you want to utilise AI? • On-going maintenance & improvements • NPSP: assistance for non-profit organisations • Training I will quickly digest your requirements and priorities I can often start promptly once a contract is active. My work is tidy, thorough and I'll communicate with you along the way. Many of my clients are long-term, but it's OK if you only need a few tasks done. Let me know if I can help you!