SourcerySourcery
All solutions

Platform expertise

Salesforce (SFDC)

Salesforce set up, cleaned up and automated by people who administer it every day.

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The problem

Salesforce orgs get bloated. Fields multiply, automation conflicts, and reps start working around the CRM.

  1. 01Nobody is sure which automation fires when.
  2. 02Data decays and duplicates creep in, so the forecast stops being believable.
  3. 03Admin tickets back up because no senior owner has time to fix the causes.

How we help

What this looks like in practice

We work in Salesforce every day, from the data model and automation to Flows, Lightning and reporting. Whether you're implementing, merging orgs after an acquisition or untangling years of build-up, we leave the org clean and maintainable.

  • A data model, objects and automation designed to last
  • Flows and Lightning components that replace manual work
  • Clean migration and post-acquisition consolidation
  • Reports and dashboards leadership can trust

The work behind it

Services this draws on

Salesforce and CRMCRM Admin & Sales OpsWe take admin off your reps, clean up the data underneath, and build the automation and reporting that get reps using Salesforce again.Explore the service Data and reportingData & GTM IntelligenceWe clean and enrich your data, track which accounts are showing buying signals, and build the dashboards leadership uses to make decisions.Explore the service AI and integrationsAI & IntegrationsWe connect your tools and use AI to remove manual steps from marketing and sales operations, working within your existing data and governance rules.Explore the service

Why it matters

What changes for your team

Less manual work

We automate the repetitive jobs that take up your team's week.

Cleaner data

One maintained source of truth, so reports and decisions use numbers people trust.

Faster pipeline

Cleaner handoffs and better targeting mean fewer leads lost between teams.

Case study

InstemLife sciences software & services

Three CRMs into one Salesforce instance in eight weeks.

After several acquisitions, Instem, a global life sciences software provider, had three commercial teams on three separate CRMs, each with its own fields, hierarchies and data standards. We audited every record first and marked each one to migrate, archive or discard. The legacy sales teams helped run the migration, which made adoption easier, and we hit a fixed New Year go-live with no downtime and no data loss.

CRM ConsolidationRevOpsData MigrationChange Management
Read the case study
3 → 1
CRMs consolidated
8 wks
Kickoff to delivery
0%
Downtime or data loss
100%
On time, under budget

Recommendations

What people who've worked with Paul say

Read all recommendations

I had the pleasure of working with Paul at SCIEX and was impressed by his expertise in Salesforce and marketing automation. Paul consistently brought clarity and efficiency to our CRM and automation initiatives, translating complex requirements into practical, high-impact solutions for both marketing and sales teams. He is highly knowledgeable, collaborative, and results-driven, with a strong ability to improve processes and drive meaningful business outcomes.

SCIEX

Marie-Lise Perrault

Senior Global Marketing Communications Manager - Biopharma & Pharma

SCIEX

I had the extraordinary experience of working with Paul for a year while we were both at Metabolon. Paul isn’t just passionate about marketing, he lives and breathes it. His mastery of marketing automation tools is impressive, but what really makes him shine is the way he obsesses over the details. Every campaign, every workflow, every single decision has been crafted with care and precision. But here’s the real gift: Paul isn’t just a technical wizard. He’s a leader who brings heart and community to the table. He has this uncanny ability to turn complexity into clarity, and he does it in a way that lifts up every single person he works with. Every project with Paul feels structured, purposeful, and honestly, fun. If and when I have the chance to work with Paul again, I’d do it in a heartbeat.

Darktrace

Libby Bean

Sales Operations Manager, Amercias Commercial East & West

Darktrace

I’ve had the pleasure of working with Paul for nearly three years, including two years where he was my direct reporting manager. Paul is an exceptionally passionate marketing professional with deep expertise in marketing automation tools and systems. His attention to detail is remarkable and consistently sets a high standard for quality and precision in everything he does. What truly sets Paul apart is his rare ability to combine strong technical knowledge with thoughtful, people-focused leadership. He brings clarity, structure, and purpose to his work while empowering those around him to grow and succeed. As he takes the exciting step of starting his own marketing consultancy, I have no doubt he will bring the same level of excellence, insight, and dedication to his clients. I wish him every success in this next chapter and couldn’t recommend him more highly.

Metabolon, Inc.

Mercy Sharanya Mohanraj

Marketing Operations Specialist

Metabolon, Inc.

FAQs

Before you ask

All the common ones, from Professional through Enterprise and Unlimited.

Yes. We add senior capacity or own specific builds, with change control.

Yes. Marketing Cloud Account Engagement is fully in scope.

Want this for your team?

Tell us where things stand and we'll set out what working together would look like.

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