There are thousands of Salesforce admins. Far fewer can walk into a company and figure out why leads aren't converting, why nobody trusts the reports, or why the CRM became a mess. That's what I actually do.
Sound familiar?
You don't need a massive enterprise contract. You need someone who gets it, asks the right questions, and actually builds the thing.
"I have no idea where my leads are."
"We bought software and it didn't solve anything."
"Nobody follows the process."
"Everything depends on one person — and that person is me."
"Our data is a disaster and I don't know where to start."
For growing businesses with 2 to 50 employees ready to get organized.
Let's explore that
together.
I love Salesforce, it has shaped my entire career and it's a genuinely phenomenal product. But it isn't always the right fit, and I'll never oversell you on something that doesn't match where you are right now.
That's where Zoho comes in. I've worked in Zoho for over three and a half years across CRM, operations, and documentation. You get so much in one platform for a fraction of the cost, and it's genuinely easy to use.
If your budget doesn't fit Salesforce right now, that doesn't mean you have to settle. It means we find the right tool for where you actually are.
Clear scope. Clear price.
Explore my range of services designed to help you move forward with confidence, wherever you're headed next.
Business Systems Assessment
Businesses that know something's broken but aren't sure where to start.
- 60-minute discovery session
- CRM & process review
- Reporting review
- Written recommendations
- Prioritized action plan
Salesforce CRM Implementation
Teams setting up their first CRM or migrating to a new one.
- CRM setup & configuration
- User setup
- Core object configuration
- Basic reporting
- Data import
- Training session
Salesforce Cleanup & Visibility
Existing Salesforce customers who need visibility and organization.
- CRM health review
- Data quality review
- Up to 3 dashboards
- Up to 10 custom fields
- Basic cleanup & configuration
- Documentation summary
- One training session
Salesforce Automation & Integrations
Teams ready to eliminate manual work and connect their tools.
- Workflow automation
- Flow development
- CRM integrations
- Process improvements
Ongoing Salesforce Support
Teams that want a dedicated CRM partner without hiring full time.
- CRM administration
- Reporting enhancements
- User support
- System improvements
- Strategy guidance
- Up to 8 hours of support / month
- One monthly review meeting
Zoho Foundation
Teams getting set up correctly on Zoho from day one.
- CRM setup & configuration
- Up to 3 dashboards
- Documentation
- Training session
Zoho Starter
A focused review of an existing Zoho CRM.
- CRM review
- Configuration adjustments
- Up to 2 dashboards
- Walkthrough session
Zoho Support
Ongoing administration for teams running on Zoho.
- Ongoing administration
- Reporting
- User support
- Enhancement requests
- Up to 8 hours of support / month
- One monthly review meeting
Have a unique situation?
If your situation doesn't fit neatly into a package, just ask. I'd rather have an honest conversation than force a fit.
Let's talkAdditional dashboards, automations, integrations, complex data cleanup, or expanded scope are quoted separately.
Build the ops foundation your business actually needs.
No enterprise complexity. No overselling. Just the right structure for where you are right now.
CRM Setup & Migration
Starting fresh or moving platforms? I set you up correctly from the beginning so you don't inherit someone else's mess.
Operations Foundation
Clean data, clear processes, and documented systems your whole team can follow, so you're not the only person who built them.
Automation & Integrations
Still doing things manually that could run on their own? I build flows and connect your tools so everything works together automatically.
Reporting & Visibility
You can't manage what you can't see. I build dashboards and reports so you always know what's happening across your business.
Training & Support
I don't just build and leave. I train your team so they can trust the system and actually maintain it long term.
Not sure where to start?
A 60-minute assessment gives you a clear, prioritized plan, no commitment.
Book an assessmentThe right tool for where you are
Salesforce Sales Cloud
When leads and deals live across spreadsheets, emails, and sticky notes, things slip. Sales Cloud puts your whole pipeline in one place, automates follow-up, and gives you reporting that reflects what's actually happening.
Salesforce Service Cloud
When customer issues live in inboxes and group chats, tracking and resolving them gets messy. Service Cloud turns every request into something logged, assigned, and followed through to resolution.
Zoho CRM
Same idea as Salesforce, one place for leads, deals, and customer info, but built for businesses that aren't ready for Salesforce pricing. A real CRM without the enterprise price tag.
Zoho One
Most businesses end up with separate tools for accounting, projects, support, and sales that don't talk to each other. Zoho One handles dozens of these under one login, so data moves between them instead of getting re-entered everywhere.
Not sure whether Salesforce or Zoho makes sense? Reach out anyway, there's a good chance I can still help.
tools I've worked with
Whether integrating them with a CRM or running them day to day on the admin side, there's a good chance I've spent real time in it. The rest of the ohana:
How I work
Understand the problem
I start with your business, not your software, what's broken, why, and what actually needs to change.
Build the right foundation
Clean data, clear processes, dashboards that show what matters. No overbuilding, just what you need.
Train the team
Your team learns who owns what, and how to keep things running without me.
Improve over time
Your business grows, your systems should too. I stay on as a partner who keeps improving the setup.
Hi, I'm Marie.
I started in Salesforce administration and grew into RevOps, systems design, reporting, and process improvement. After years inside growing companies across Salesforce and Zoho, I kept seeing the same pattern: businesses buying more software to solve problems that were really about structure, not tools.
I help smaller teams get it right from the start. No bloated enterprise contracts. No jargon. Just clear structure, real visibility, and systems that actually fit how you work.
Aloha isn't just a name. It's the approach. Understanding first. Solutions second.
No games. Just prices.
I list my prices because I respect your time. No discovery call just to hear a number. No packages that quietly expand after you sign. You should know exactly what you're getting and what it costs before you ever reach out. If your situation doesn't fit neatly into a package, just ask, I'd rather have an honest conversation than a slick sales pitch.
Not sure which package is right for you?
| If you need... | Package |
|---|---|
| Advice and a clear roadmap | Business Systems Assessment |
| Build or migrate to a new Salesforce CRM | Salesforce CRM Implementation |
| Fix an existing Salesforce CRM that isn't working | Salesforce Cleanup & Visibility |
| Stop doing manual repetitive tasks | Salesforce Automation & Integrations |
| Ongoing Salesforce support without hiring in-house | Ongoing Salesforce Support |
| Get set up correctly on Zoho from day one | Zoho Foundation |
| A focused review of your existing Zoho CRM | Zoho Starter |
| Ongoing administration for your Zoho CRM | Zoho Support |
What I don't do
To keep projects focused and affordable, my packages don't include the following. These can be quoted separately if needed.
What happens next
No pressure. No commitment. Just a conversation.
Free 30-minute call
We talk about your business, your CRM, and what's not working.
Review your setup
I take a look at your current tools, processes, and data.
Get a recommendation
I tell you exactly what I'd do and which package fits.
Decide together
No pressure. You move forward only when it feels right.
Ready to stop guessing and start seeing?
Let's talk about what your team actually needs. No pressure, no commitment, just a conversation.
Let's talkReady to make customer relationships easier?
Send a quick message, let's build a smarter, happier CRM together.
