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.
Build the ops foundation your business actually needs.
No enterprise complexity. No overselling. Just the right structure for where you are right now.
01 CRM Setup & MigrationStarting fresh or moving platforms? I set you up correctly from the beginning so you don't inherit someone else's mess. | 02 Operations FoundationClean data, clear processes, and documented systems your whole team can follow, so you're not the only person who built them. | 03 Automation & IntegrationsStill doing things manually that could run on their own? I build flows and connect your tools so everything works together automatically. |
| 04 Reporting & VisibilityYou can't manage what you can't see. I build dashboards and reports so you always know what's happening across your business. | 05 Training & SupportI don't just build and leave. I train your team so they can trust the system and actually maintain it long term. |  |
I've spent ten years fixing the messfrom the inside.
Before consulting, I was the person companies handed a broken Salesforce org to. That's where the pattern behind this practice came from.
200+Unused fields removedAlong with collapsing 20 to 40 page layouts per object down to two to four maintainable ones. Complexity is what makes a CRM unusable. | New org Built from scratch, then runDesigned and built a Salesforce environment, migrated and cleaned the legacy data, then owned it for five departments and about 200 users. | Three Environments administered simultaneouslyTwo production Salesforce orgs, one B2B and one consumer-facing, plus the Zoho environment beside them and the plan to migrate one into the other. Basic administration of ServiceNow, Jira, and Confluence at the same time. |
Roles I've held, not client engagements. Lead Salesforce Administrator, Salesforce Administrator, and multi-org administrator across SaaS, education, consulting, and enterprise environments.
The right tool for where you are
Salesforce Sales CloudWhen 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 CRMSame 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.
Exploring a smaller CRM? 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. |
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.
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:
Azure · Calendly · Chorus · Confluence · Dell Boomi · Drift · Einstein Bot · Five9 · Front · G2 Crowd · Google Workspace · Groove · GuideCX · HubSpot · Jira · LeanData · LinkedIn Sales Navigator · Microsoft Teams · NetSuite · Okta · Outlook · Outreach · PandaDoc · Pardot · QuickBooks · Qualtrics · Salesforce Communities · Salesforce CPQ · Salesloft · ServiceNow · Slack · Unbounce · Zapier · Zendesk · Zoho One · Zoom · ZoomInfo
