Operations Consulting for Growing Teams
Your business doesn't need
more software. It needs
better systems.
CRMs don't solve business problems. Processes do. I help small businesses build the systems, reporting, and workflows that make their CRM worth paying for.
Fractional RevOps support for growing businesses.
Salesforce Certified Administrator · LeanData Certified · MBA · MS Management & Leadership · Multi-Platform RevOps Experience
There are thousands of Salesforce admins. Far fewer people 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.
Who I work with
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."
✓ Growing businesses with 2 to 50 employees ready to get organized.
Exploring a smaller CRM?
Let's explore that together.
I love Salesforce. It has shaped my entire career and it is a genuinely phenomenal product. But Salesforce isn't always the right fit, and I will never oversell you on something that doesn't match where you are right now.
That's where Zoho comes in. I've been working in Zoho for over three and a half years across CRM, operations, and documentation management. What I love about it is simple: you get so much in one platform for a fraction of the cost, and it's genuinely easy to use.
Zoho is coming in strong for small businesses. 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.
What I do
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, not just the 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 it and leave. I train your team on what was built and why, so you can actually maintain it long term.
Platforms I work with
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If leads and deals are tracked across spreadsheets, emails, and sticky notes, things slip through. Sales Cloud puts your whole pipeline in one place, automates follow-ups, and gives you reporting that reflects what's actually happening.
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When customer issues live in inboxes and group chats, nothing gets tracked and nothing improves. Service Cloud turns every support request into something logged, assigned, and followed through to resolution.
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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 cost.
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Most businesses end up with separate tools for accounting, projects, support, and sales that don't talk to each other. Zoho One bundles dozens of these under one login, so data moves between them instead of getting re-entered everywhere.
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Reach out anyway. There's a good chance I can still help.
Tools & integrations
tools I've
worked with
Whether it's 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:
The process
How I work
Step 1
Understand the problem
I start by understanding your business, not just your software. What's broken, why it's broken, and what actually needs to change.
Step 2
Build the right foundation
Clean data, clear processes, dashboards that show what matters. No overbuilding. Just what you need to run your business with confidence.
Step 3
Train the team
I don't just build it and disappear. Your team learns what was built, why it works, and how to keep it running without me.
Step 4
Improve over time
Your business grows. Your systems should too. Ongoing retainer clients get a partner who knows their setup and keeps improving it.
About
Hi, I'm Marie.
I started in Salesforce administration and grew into RevOps, systems design, reporting, and process improvement. After years working 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'm a Salesforce Certified Administrator with an MBA and a Master's in Management and Leadership. I've worked across enterprise orgs, dual CRM environments, and multi-platform operations. I also run my own business on Zoho, so when I recommend it, it's because I actually use it.
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.
🌺
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 |
| Fix an existing CRM that isn't working | CRM Cleanup & Visibility |
| Build or migrate to a new CRM | CRM Setup & Migration |
| Stop doing manual repetitive tasks | Automation Project |
| Train my team on how to use the CRM | Training Session |
| Light monthly support and quick updates | CRM Care Plan |
| Regular monthly ops support | Growth Plan |
| Full ongoing admin support every month | Operations Partner |
Have a unique situation? Let's talk. I'd rather find the right fit than force you into a package that doesn't work.
Additional dashboards, automations, integrations, complex data cleanup, or expanded scope are quoted separately.
Scope & boundaries
What I don't do
To keep projects focused and affordable, my packages do not include the following. These can be quoted separately if needed.
Ready to stop guessing and start seeing?
Let's talk about what your team actually needs.