Capability
Salesforce
Enterprise-wide adoption and expansion of Salesforce and Marketing Cloud across multiple brands and business units at Author Solutions.
The initiative
This work involved consolidating disparate lead management processes, standardizing data structures, and creating consistent workflows that improved visibility across marketing, sales and customer engagement teams. Aligning stakeholders around shared processes and reporting frameworks improved lead tracking, attribution, campaign effectiveness and executive reporting, and created a more scalable foundation for growth.
Beyond the technical implementation, the project required significant organizational change management and cross-functional coordination. I worked with marketing, sales, technology and business leadership to define requirements, redesign workflows, migrate legacy processes, and establish governance standards that could be adopted across the organization.
Sales Cloud
As part of a broader CRM transformation I helped lead the migration of multiple brands and business units from disparate custom CRM platforms into Sales Cloud, creating a unified system for lead management, opportunity tracking, sales visibility and pipeline reporting.
Consolidating customer and prospect data onto one platform improved transparency through the sales funnel, enabled more consistent lead handling and follow-up, and gave leadership more accurate forecasting and performance reporting — while significantly improving data quality and cross-functional alignment.
Marketing Cloud
I was involved in the early adoption and expansion of Marketing Cloud following the transition from ExactTarget, helping establish it as the foundation for customer communications across multiple brands. The work focused on a more unified approach to email marketing, customer engagement, lifecycle automation and data management, reducing duplication between business units.
Shared automation programs, standardized data governance and coordinated data cleanup reduced operational complexity while improving deliverability, reporting accuracy and customer experience — giving teams reusable automation workflows and a unified view of engagement across brands.
Have a system that isn’t talking to the rest of the business?
That’s usually where I start. Tell me what’s breaking and I’ll tell you whether I can help.