I specialize in translating complex sales processes into clean, efficient Salesforce systems that sales teams actually enjoy using. My approach combines technical expertise with a deep understanding of sales operations, ensuring your CRM supports revenue growth rather than slowing it down.
Whether you’re implementing Salesforce for the first time or improving an existing setup, I focus on delivering measurable results — better visibility, higher adoption, and stronger forecasting accuracy.
Sales Cloud Implementation: End-to-end setup tailored to your sales process — from lead capture to opportunity management and reporting.
Sales Process Optimization: I analyze your current sales workflow and redesign it inside Salesforce to remove friction, automate manual tasks, and improve conversion rates.
Automation & Workflow Design: Streamline repetitive tasks using Flows, validation rules, and automation to free your sales team to focus on selling.
Pipeline & Forecasting Improvements: Build clear dashboards and reporting that give leadership real-time visibility into performance and revenue projections.
Data Clean-Up & CRM Rescue: Already using Salesforce but struggling with adoption or messy data? I help clean, restructure, and optimize existing orgs.
Ongoing Support & Advisory: Flexible support to continuously improve your Salesforce environment as your business grows.
Phone: +1 403 771 7612
Email: philipward82@yahoo.com
Office: Calgary Business Centre, 1001 1st SE #200, Calgary, AB T2G 5G3