With a unique skill-stack of marketing and Salesforce; I will help your business succeed.
- Quick start setups
- Health checks
- Data Migration
- Configuration, development and integrations
- Installing apps
- Ongoing support
- Sales Cloud consulting
- Marketing Cloud consulting
3x certified Salesforce expert with over 2 years experience on the platform. Passionate about self-education and writing. Keenly interested in digital marketing and business. Organises Discover Melbourne and Melbourne Language Social meetups.
My career objective is to be a top marketing cloud consultant and digital marketing guru; providing exceptional service to a core group of clients online. Successfully blogging about it.
Did foreign exchange in Beijing and a working holiday in Japan. Elementary language skills in Mandarin and studying to be advanced. Enjoys Brazilian jiu-jitsu, walking, piano and travel.
Recent Blog Posts
This is mostly about improving performance. If there is large data or transaction volume, it can impact: reports/dashboard performance, import speed, search speed, sharing rules performance, list views. In order to optimise performance you can: Create custom indexes to speed…
Data migration process: Identify stakeholders. Create data map for them, communication with them is important. Data analysis. Identify data to be migrated, correct approach for migrating data, whether it requires cleaning, how it should be stored in Salesforce. Data and…
This post details some common integration patterns. An integration pattern is the way of integrating Salesforce with external systems. Sales Cloud integration patterns include: Asynchronous update Real-time update Batch data synchronisation Remote update User interface update Mashup Batch data synchronisation. This…
Five main options: standard reports, custom reports, reporting snapshots, app exchange dashboards and historical trend reporting. Standard sales reports: Active, neglected or new accounts/contacts Opportunity reports Lead reports (how long to respond, neglected leads etc) Forecast reports Campaign reports Custom…
Customer Community: Customers share experiences Provided access to their data Find information about products Sales reps can refer customers to the community Give customers access to knowledge base Partner Community: Helps partners collaborate with employees Manage opportunities Gain access to…
How to drive adoption? Training is very important for driving adoption Give users access to certain reports and dashboards Utilise automation capabilities to make their jobs easier (when using Sales Cloud) Improve data quality Gamification and rewards Adoption evangelists How…
Working with Tom I was able to produce superior quality admission essays, so I got accepted to the university I wanted! I would definitely consider hiring Tom again for an important writing project.