Kelly W.

I help B2B companies build a clear, repeatable system for tracking event performance, sales follow-up, pipeline, and revenue in Salesforce. If your team runs trade shows, conferences, dinners, webinars, or field events but struggles to show what those events actually produce, I can help. I work with marketing and revenue teams to: • Structure Salesforce Campaigns for consistent event tracking • Standardize Campaign Member and event data • Build event performance reports and dashboards • Track attendance, sales follow-up, and meetings • Connect events to influenced and sourced pipeline/revenue • Establish practical event attribution rules • Create repeatable processes for Marketing and Sales • Audit an existing event reporting setup and identify gaps The result: a Salesforce event reporting system your team can actually maintain and leadership can use to understand event performance and make better investment decisions. My background is in B2B event and partner marketing, so I approach Salesforce from the event strategy and revenue measurement side, not as a general Salesforce administrator. If you're trying to answer “What are our events actually producing?”, that's where I can help.