Services

Salesforce consulting services

Strategy, architecture, implementation, optimization and migration — for Marketing Cloud Next, Data Cloud, Marketing Cloud and Personalization. For brands, agencies and Salesforce partners.

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How I can help

Consulting across every phase

Engage me for a single phase or the full lifecycle.

01 Strategy

Marketing technology strategy
Data & activation strategy
Marketing Cloud Next roadmap
Data Cloud roadmap
Customer journey strategy

02 Architecture

Salesforce marketing architecture
Data Cloud architecture
Marketing Cloud Next architecture
Integration architecture
Customer data architecture

03 Implementation

Implementation planning
Configuration guidance
Data integration
Segmentation
Journey design
Audience activation

04 Optimization

Existing implementation audit
Architecture review
Performance optimization
Data quality review
Journey optimization
Personalization optimization

05 Migration

Legacy marketing platform assessment
Migration planning
Data migration strategy
Journey & automation migration
Integration assessment

By platform

Specialist areas

Deep focus on the modern Salesforce customer engagement stack.

01 Marketing Cloud Next

Strategy, architecture, implementation & migration planning for the next-generation Salesforce marketing platform.

02 Data Cloud / Data 360

Unified customer data, identity resolution, insights, segmentation and activation.

03 MC Next + Data Cloud

The flagship: connecting unified data to personalized engagement, end to end.

04 Salesforce Marketing Cloud

Journeys, automation, AMPscript, SSJS and SQL on the current platform.

05 Marketing Cloud Personalization

Real-time, behavioral web and app personalization and recommendations.

Let's talk

Not sure where to start?

Tell me your current Salesforce products and where your project stands — I'll point you to the right next step.

Discuss your architecture Message me on WhatsApp