Salesforce
Automation
CRM

Salesforce Automation & Tooling

Developed Salesforce automations and custom tooling to streamline workflows and reduce manual effort across delivery teams.

Overview

Led the migration of Firemind's CRM to Salesforce, self-teaching the platform to design and implement a fully optimised system from scratch. I helped integrate the AWS Partner CRM connector to align with partner requirements and streamline data flow. Beyond the initial setup, I now manage and maintain Salesforce administration, integrations, and business processes, ensuring the platform continuously supports operational efficiency and decision-making across delivery and sales teams. My work also included designing a custom solution design / pre-sales process, demonstrating how Salesforce can directly support client engagement and business growth.

Responsibilities

Designing and implementing Salesforce automation workflows to reduce repetitive manual tasks.

Developing custom objects, dashboards, and reports to improve visibility and decision-making.

Maintaining Salesforce administration, integrations, and system health to support evolving business needs.

Collaborating with cross-functional teams to translate operational requirements into Salesforce solutions.

Focus Areas

Salesforce
CRM Migration
Automation
Integrations

Improvements Delivered

1

Migrated CRM to Salesforce, creating a centralised and efficient system.

2

Streamlined processes with automations and integrations, reducing manual effort.

3

Enabled real-time insights and reporting for managers and leadership.

Ongoing Work

  • Optimising workflows and building new automations as business needs evolve.

  • Managing integrations, user adoption, and system improvements.

Achievements

Successfully migrated Firemind's CRM to Salesforce.

Earned Salesforce Foundational Certification.

Implemented the AWS Partner CRM integration successfully.

Built a completely custom solution design / pre-sales process.

Developed multiple other custom processes and automation flows to streamline operations.