Our Work
Selected Work & Case Studies
CONA Enterprise Dashboard
Consolidated reporting and pipeline visibility built directly on Salesforce Sales Cloud.
Neonmonki Reporting Suite
Tailored Salesforce reports and dashboards for day-to-day operational visibility.
Sales Cloud Rollout
End-to-end Sales Cloud setup with pipeline stages and dashboards tailored to the sales process.
Matrix Pipeline Dashboard
Opportunity tracking dashboards giving sales leadership a real-time view of the pipeline.
Service Cloud Dashboard
Case management and service metrics surfaced through custom Salesforce dashboards.
Asset Finance Portfolio Tracking
Custom Salesforce objects and dashboards for tracking asset finance portfolios end to end.
High-Velocity Sales Dashboard
Streamlined Salesforce workflows and dashboards built for fast-moving, high-volume sales teams.
Classic-to-Lightning Migration
Migrated a legacy Salesforce Classic org to Lightning without disrupting daily operations.
Jira-Salesforce Sync
Real-time sync between Jira and Salesforce keeping engineering and sales workflows aligned.
Sage Intacct Financial Sync
Automated data flow between Salesforce and Sage Intacct to keep financial records in sync.
Mortgage Origination Integration
Connected Salesforce to a mortgage origination system to remove manual data entry between platforms.
Tableau Analytics Dashboards
Interactive Tableau dashboards built on top of Salesforce and operational data.
AnalyticsBusiness Intelligence Dashboards
Designed and developed comprehensive Power BI dashboards to provide real-time visibility into marketing performance, campaign effectiveness, and key business metrics.
HubSpotInvous Medical
Designed and implemented custom reporting and quota management solutions that provided leadership with real-time visibility into sales performance, helping improve forecasting accuracy and team productivity.
HubSpotHello Propell
Developed comprehensive reporting dashboards to measure marketing campaign performance, track engagement metrics, and provide actionable insights for data-driven decision-making.
HubSpotMPower Solar
Successfully migrated HubSpot data to Google Sheets using Adveronix while implementing Google Ads conversion synchronization to improve campaign tracking, reporting, and marketing attribution.
HubSpotEdelweiss Real Estate & Design
Developed custom HubSpot CMS pages using HubL while implementing dynamic CRM data filtering to create personalized user experiences and improve content management efficiency.


