Case Study
Salesforce Infrastructure & Reporting
Over $100K Saved Annually by Building Salesforce Infrastructure In-House
Built critical reporting and campaign infrastructure while giving leadership real-time visibility into performance.
Situation
The organization relied heavily on external Salesforce consultants for reporting, campaign management, and system administration. Leadership lacked timely visibility into marketing performance and key business metrics.
Challenge
Reduce consulting dependency, improve reporting capabilities, and establish a sustainable internal Salesforce infrastructure that could support future growth.
Actions Taken
Assumed ownership of Salesforce administration and infrastructure development.
Designed and implemented:
- 20+ custom objects
- 6 campaign structures
- 1 executive dashboard
- Marketing performance reporting
- Campaign tracking workflows
- Process documentation and governance improvements
Business Impact
- Saved over $100,000 annually by reducing external Salesforce dependency
- Delivered executive-level visibility into performance metrics
- Reduced reliance on outside consultants
- Established scalable reporting infrastructure
- Improved campaign tracking and accountability
Skills Demonstrated
- Salesforce Administration
- CRM Strategy
- Business Intelligence
- Executive Reporting
- Process Improvement
- Cross-Functional Leadership
Ready to talk about your next initiative?
Whether you need campaign leadership, CRM infrastructure, or a partner who can connect strategy to execution, I'd welcome the conversation.