Recent Projects
TrustedChoice.com, Milwaukee WI
TrustedChoice.com operates the #1 website to connect consumers with independent insurance agencies across the US.
Conversions and Implementations
Converted from Microsoft Dynamics to Sales Cloud.
Converted from MailChimp to Pardot.
Converted from Outlook-based processes to Service Cloud.
Converted from 8x8 and Nextiva phone systems to Salesforce Dialer.
Converted from Acuity Scheduling to Salesforce Scheduler.
Implemented DocuSign for Salesforce, including dynamic document generation using DocuSign Gen.
Implemented Zoom for Salesforce, including integration with Einstein Conversation Insights.
Implemented Level 11 gamification and coaching for Salesforce.
Customizations
Automated territory management and prospecting task lists.
Built integration with Chargebee payment processing via a Lighting Web Component.
Built CPQ-style product selection based on configuration attributes.
Built pricing API for use in Salesforce and the website’s Buy Now function.
Built couponing engine for use in Salesforce and the website’s Buy Now function.
“Eric is knowledgeable, helpful, and guided us through the whole process. He got twice as much done in 3 months as our previous consultant could do in 6 months.”
BlocPower, Brooklyn NY
BlocPower is a climate technology company that executes urban clean energy projects nationwide.
Converted enterprise sales processes from AirTable to Salesforce.
Integrated HubSpot with Salesforce for lead capture, assignment, and conversion.
Integrated Salesforce with Smart Sheet to track project management metrics.
Implemented Einstein Activity Capture and connected with Google Workspace.
Executed data cleanliness efforts and UI improvements to increase user confidence and drive adoption.
“Having worked with many implementation specialists, account managers, and external consultants across several companies in my career, Eric stands out as one of the best I’ve ever worked with. Beyond understanding the Salesforce technical architecture, Eric understands user and business needs intuitively from his time spent on the business side.
In addition to the above, Eric has impeccable project management skills, and takes initiative to proactively push projects across the finish line. This includes learning new tools and integrations on the fly to drive success. I highly recommend Eric as a partner in building your Salesforce ecosystem for both short and long-term success.”
Safelite Auto Glass, Columbus OH
Safelite is a provider of vehicle glass repair, replacement, calibration services, and insurance claims management.
Engaged to manage the program to convert Safelite’s legacy scheduling application to Sales Cloud, Service Cloud, and Marketing Cloud. The solution collects customer, vehicle, and insurance information for appointment scheduling, sends appointment-related communications via Marketing Cloud, and uses Service Cloud to manage exceptions.
Achieved alignment on high-level objectives, scope, budget, roles, and milestones.
Facilitated sessions to refine requirements with business stakeholders.
Represented the technical program in executive status meetings and weekly status reports.
Completed milestones on-time and with quality output.
Precisely, Burlington MA
Precisely provides big data, high-speed sorting, ETL, and data quality services to customers worldwide.
Engaged to provide Salesforce expertise and support to Precisely’s internal team following Precisely’s acquisition of Pitney Bowes and migration from MS Dynamics to Salesforce (led by KPMG, who was exiting). Precisely’s Salesforce environment consists of Sales Cloud, Service Cloud, Communities, CPQ, Knowledge, DocuSign, Conga, Tableau, and integrations with SAP and various custom applications.
Provided Salesforce expertise and transferred knowledge to Precisely’s Business Applications Team.
Documented requirements for enhancements in Jira user stories.
Architected and developed Salesforce / CPQ solutions.
“Eric jumped right into our project, diligently reviewed and analyzed the environment, and helped put us on a path to get through the remaining phases of our integration. He has been a great source of Salesforce knowledge, training, assistance, development, and even recruiting. He has quickly become a valuable part of our team in every way.”
Red Violet, Boca Raton FL
Red Violet is an information solutions provider to the risk management industry.
Engaged with Red Violet’s leaders of Sales, Operations, and Compliance to standardize processes, increase efficiency, and improve data consistency across Red Violet’s two Salesforce instances.
Converted Red Violet’s Salesforce experience from Classic to Lightning.
Connected HubSpot with Sales Cloud to automate Lead assignment and qualification.
Automated contract renewals and expirations. Converted time-based Workflow Actions to Scheduled Flows.
Automated annual site inspection compliance requirements in Service Cloud.
Implemented validation rules and field-based automations to improve data consistency.
Advised on Salesforce capabilities and implemented best practices.
“I have been working with Eric for over a year on a variety of projects including integration, implementation, administrative support, and custom enhancements and flows. Eric is an invaluable asset to our team and has provided outstanding support by using his intuitive understanding of business and deep knowledge of Salesforce.
He truly takes his time to listen to our ideas and guide us on the best possible way to implement them. I would highly recommend Eric for any company’s Salesforce needs!”
Velociti, Riverside MO
Velociti provides Internet-of-Things (IoT) fleet management services to track vehicle deployment, utilization, preventive maintenance, and repairs. IoT devices are provided by several manufacturers and are specialized for vehicles ranging from school busses to earth-moving equipment.
Engaged to design and lead the development of integrations with several IoT device manufacturers for in-flight projects while the integration architect role could be filled in-house.
Analyzed each vendor’s API specifications and designed metrics integrations.
Mapped metrics data into standard Salesforce objects and Field Service Lightning.
Integrated with Google Sheets to track status of IoT device deployments in Salesforce.
Kwik Trip, La Crosse WI
Kwik Trip is a chain of convenience stores with over 800 locations across the Midwest.
Engaged as the primary Salesforce Consultant for support and enhancements following implementation by Deloitte. Kwik Trip’s Sales Cloud and Marketing Cloud instances are highly integrated with specialized loyalty, store credit card, and point-of-sale systems. Customer interactions include email, SMS, mobile app, website, and visits to locations.
Evaluated the current implementation for alignment with best practices.
Defined structure for support by business process owners, full-stack developers, and Salesforce resources.
Established cadence for intake, prioritization, and implementation of enhancements (using Jira).
Transferred knowledge and mentored internal team to develop in-house Salesforce expertise.
Guided scope and resourcing for upcoming projects, including Service Cloud implementation.
“Eric does a great job and adds value. The team meets weekly on the top priorities and he’s been working closely with our resources on that. We have our large Salesforce projects starting soon, and Eric has been active in reviewing SOWs and plans, and will be a key resource as we get that going.”
Delta Dental of Wisconsin, Stevens Point WI
Delta Dental provides dental insurance, claims processing, plan administration, and related services to employers.
Engaged to build the weekly integration of provider data (service offices, providers, license information, fee schedules, and related information) from the source company Dentemax into Sales Cloud, Health Cloud, and Vlocity structures.
Refined and documented business requirements for the integration.
Created the integration architecture and technical design.
Wrote a series of Apex batch processes to validate data loaded by MuleSoft and populate destination objects.
Conducted load testing and optimized performance to process millions of records per weekly update.
Spirit Realty Capital, Dallas TX
Spirit Realty is an internally managed net-lease real estate investment trust (REIT). The Company's real estate portfolio consists of approximately 2,115 retail, industrial, and other properties across 49 states, which are leased to 351 tenants operating in 34 industries.
Engaged to extend the work of prior Salesforce partners to automate collection of tenant financial records for underwriting and risk management activities. Began the contract 14 days prior to a critical deadline. Completed the work 3 days early. Retained by Spirit to provide ongoing support and complete additional projects.
Analyzed the Salesforce org and created an inventory of existing automations.
Updated automations to conform with development best practices, as required.
Completed remaining Service Cloud scope items, primarily involving Case Automation, Task Generation, Financial Roll-ups, and Dashboards.
“Eric is knowledgeable, efficient, and accommodating to our needs; a delight to work with. He is the perfect consultant to get us to the finish line on this project. We will definitely meet our deadline this week.”
Cushman & Wakefield, Chicago IL
Cushman & Wakefield provides commercial real estate services to clients worldwide.
Engaged as Technical Product Owner for Supplier Management (utilizing Sales Cloud, Service Cloud, and Communities) on an interim basis while a full-time employee could be sourced for the role. The Supplier Management solution went live 6 months prior to this engagement. Assisted with stabilization, enhancement, and transitioning product ownership from vendor-based resources to in-house roles.
Planned and led monthly Agile development sprints.
Managed the intake, validation, and prioritization of requested work items.
Documented business and technical requirements in Salesforce Agile Accelerator.
Achieved technical output via a vendor-based development team with on-shore and off-shore resources.
Triaged production issues. Prioritized and implemented solutions. Communicated with affected stakeholders.
Led UAT, Release Approval, and Production Verification.
JAMF, Minneapolis MN
JAMF creates enterprise software that manages Apple devices and helps organizations succeed.
Engaged to integrate and merge JAMF with a recently acquired, UK-based company providing security solutions for Apple devices. Both organizations use Salesforce. JAMF also uses CPQ. The acquired company uses a proprietary service to provision their services.
Led cross-functional project team with resources in US, UK, and India.
Mapped new products and sales processes into JAMF CPQ.
Merged accounts, contacts, contracts, and assets into JAMF Salesforce.
Designed the integration from JAMF Salesforce to provision the new products.
Coordinated testing, enablement, and go-live activities to turn on the solution.
Muscular Dystrophy Association, Chicago IL
Muscular Dystrophy Association is the #1 voluntary health organization in the United States for people living with muscular dystrophy, ALS, and related neuromuscular diseases.
Engaged to complete the implementation of two FinancialForce modules where a vendor had stalled. Provided project management, analysis, testing, and change management services to complete the project.
Documented current and desired state for Accounts Receivable and Planning / Budgeting processes.
Created a project plan and tracked issues to drive progress.
Managed vendor-based and in-house resources to get to the finish line.
Worked with MDA Finance resources to load existing Accounts Receivable and Budgets into FinancialForce.