Salesforce Administration
Ongoing Salesforce support for growing teams that need clean configuration, better adoption, and less chaos.
Salesforce & RevOps Consulting
Too many CRMs create work instead of supporting it.
I help growing companies turn Salesforce into a system that supports revenue growth, operational efficiency, and better decisions.
10+Years in Salesforce & RevOps
100+Dashboards and reports built
30%RFP win rate improvement
50%CSM adoption improvement
What I do
Practical Salesforce support without corporate theater.
I focus on the work that makes Salesforce cleaner, faster, and more useful for the people who depend on it every day.
Reporting & Dashboards
Executive dashboards, pipeline visibility, forecasting reports, and KPIs leadership can actually trust.
Process Automation
Salesforce Flows, approvals, routing, reminders, and lifecycle automation that reduce manual work.
Revenue Operations
CRM processes that connect sales, marketing, customer success, and leadership around the same data.
Portfolio
Real projects. Real business problems.
Not just fields, flows, and dashboards. These are operational systems built to solve specific problems.
RFP Management System
Moved RFP tracking from spreadsheets into Salesforce with ownership, stages, reporting, and executive visibility.
Renewal Automation
Built a renewal process that creates opportunities before contract expiration, assigns CSM ownership, copies products, and triggers notifications.
Deal Registration
Designed a Salesforce deal registration flow with web intake, approvals, partner notifications, and opportunity creation.
Event Lead Capture
Created a tablet-based event process that captured leads directly into Salesforce during conferences and trade shows.
Opportunity Revisit Program
Built reminders and reports around closed-lost opportunities that should be revisited after 6 or 9 months.
Executive Forecasting Dashboards
Improved leadership visibility into pipeline, deal movement, and sales performance with practical Salesforce reporting.
Recommendations
What people say about working with me
"Marta consistently delivered Salesforce solutions that improved visibility and operational efficiency."
Brent FrazierDirector of Sales Operations"She quickly understands business requirements and translates them into practical solutions."
Ashish NagarFounder & CEO"One of the strongest Salesforce and RevOps professionals I've worked with."
Matt HadreasRevOps & GTM LeaderMeet Marta
Salesforce Admin. RevOps partner. Dashboard Queen.
Most companies don't need more Salesforce.
They need Salesforce that actually helps people do their jobs. Too many CRM systems become a collection of fields, reports, and processes that create work instead of supporting it.
That's where I come in.
For more than 10 years, I've helped sales, marketing, customer success, and leadership teams simplify processes, improve reporting, automate repetitive work, and increase CRM adoption.
My goal is simple: build systems that people actually want to use and that leaders can trust when making decisions.
Best fit
Growing teams that need Salesforce support, better reporting, process cleanup, and practical RevOps execution without hiring a full-time internal admin team.
How it works
Clean process. Clear priorities. Useful system.
Audit
Review your current Salesforce setup, reports, fields, automations, and process gaps.
Fix
Clean up the highest-impact problems first and remove unnecessary friction.
Measure
Build dashboards and reports that show whether the process is actually working.
Ready?
Book a Free Salesforce Review
Need help with Salesforce administration, automation, reporting, or RevOps process design?