Matthew R.

Is your Salesforce org doing the work, or adding more work? Most Salesforce implementations become the thing they were meant to replace. 🏆 𝟭𝟬𝟬% Job Success Score across every completed Salesforce engagement 📊 +$𝟱𝟬𝟬𝗞 new business in month one on a B2B lending Salesforce rebuild, application cycle cut to 𝟭 day 💼 CEO at Trinity Relationship Management, a dedicated Salesforce agency serving US-based clients ✅ ITIL V4 Direct, Plan, Improve certified, career built in enterprise IT and CRM platforms ⚡ Specialized across Sales Cloud, Service Cloud, Marketing Cloud (Pardot and MCAE), Experience Cloud, Data Cloud and Financial Services Cloud 🔗 Salesforce integrations with 100+ tools: Slack, HubSpot, Klaviyo, MuleSoft, DocuSign, PandaDoc, NetSuite, Five9, Twilio, Zendesk and more 🎯 Full team coverage: Salesforce Administrator, Salesforce Developer, Salesforce Consultant and Marketing Cloud implementation ⭐⭐⭐⭐⭐ "Matthew has been amazing and I will hire again in the future. He'd been great for my company!" (Salesforce CRM Administrator engagement, 𝟰𝟴𝟮 hours delivered, 𝟱.𝟬 rating across 𝟮 client reviews) As the CEO of Trinity Relationship Management, I run a dedicated Salesforce agency partnering with US-based companies to design, implement, integrate, administer, and develop Salesforce solutions that actually get used. My team builds Salesforce around how you sell and operate, not the other way around: custom Lightning UI, Salesforce Flow automation, custom objects, Apex, Visualforce, native Salesforce apps, and cross-cloud architectures for B2B lenders, insurance agencies, medical distributors, real estate investors, nonprofits, and enterprise SaaS teams. 🔹 B2B Lending Application Platform (Financial Services Cloud): +$𝟱𝟬𝟬𝗞 new business in month one | application cycle cut from multi-day to 𝟭 day | Salesforce + lender API + MCAE 🔹 Salesforce Operations Center (Enterprise SaaS): retired a fragmented third-party stack onto native Sales Cloud, Service Cloud and Experience Cloud 🔹 Real Estate Investment Operations: custom Project object for property pipeline | Salesforce Flow driven KPI dashboards 🔹 Insurance Agency Transformation: bulk application submission | dynamic quote generation | Marketing Cloud + Sales Cloud unified 🔹 EasySign: Trinity's native Salesforce document generation and e-signature product, multi-signer routing, PDF generation, audit trail, no envelope limits 𝗪𝗛𝗔𝗧 𝗜 𝗗𝗢 ✅ Salesforce Administration: user management, org cleanup, permission sets, sandboxes and refreshes, reports and dashboards ✅ Salesforce Implementation: Sales Cloud and Service Cloud rollouts scoped against your real workflows ✅ Salesforce Development: Apex, SOQL and SOSL, Lightning Web Components (LWC), Visualforce, Aura, triggers, batch jobs, REST and SOAP ✅ Salesforce Integrations: Salesforce Starter, Mailchimp, MOGLI SMS, Conga, QuickBooks, Stripe, Genesys, Jira, Tableau, GA4 and GTM, via native connectors, MuleSoft, Zapier or REST APIs ✅ Salesforce Flow and Automation: Flow Builder, record-triggered and screen flows, approval processes, and migrating Process Builder and Workflow Rules to Flow ✅ Salesforce Native App Development: we built EasySign, our native e-signature app on AppExchange ✅ Salesforce DevOps: Salesforce DX, sandbox strategy, version control, repeatable deployments ✅ Custom Salesforce Object Architecture: custom objects, bespoke Lightning UI, opportunity stages aligned to your model ✅ Marketing Cloud and Account Engagement (Pardot/MCAE): journey builds, email deliverability including Microsoft 365 and Exchange routing, lead scoring, SMS, Marketing Cloud to Sales Cloud handoffs ✅ Data Cloud and Agentforce: unified data modeling, identity resolution, activations across Sales and Marketing Cloud, agentic automation ✅ Salesforce CPQ and Revenue Cloud: quote-to-cash builds, price rules, approval flows, product catalog architecture ✅ Nonprofit Salesforce: NPSP and Nonprofit Cloud, donation and program management, grants ✅ ITSM on Salesforce: Service Desk case management, SLA automation, ITIL-aligned workflows ✅ Salesforce Talent: fractional Salesforce Administrator and Salesforce Developer staffing 𝗪𝗛𝗢 𝗜 𝗪𝗢𝗥𝗞 𝗪𝗜𝗧𝗛 🎯 US companies that want a senior Salesforce partner, not a low-bid admin 🎯 B2B Lending, Insurance, MedTech, Real Estate, Education, Nonprofit and Enterprise SaaS teams 🎯 Founders, RevOps leads and CRM owners who need Salesforce done right the first time 🎯 Engagements with real scope, not quick Salesforce fixes or 30-minute tasks 𝗠𝗬 𝗣𝗥𝗢𝗖𝗘𝗦𝗦 1️⃣ Discovery: free 30-minute call to scope the work, constraints and what success looks like 2️⃣ Proposal: fixed-scope or retainer options with clear deliverables and timeline 3️⃣ Build: admin, development, integration, Flow automation or Marketing Cloud work, with 24/7 ITSM-backed support Send me a message or invite me to your Salesforce project, and we can scope it on a call this week.