Recent Projects
Machinify, Palo Alto CA
Machinify enables healthcare enterprises to optimize core operations using artificial intelligence technology.
Engaged to implement Salesforce for Machinify’s enterprise of recently merged companies.
Completed the primary implementation in 2 months for Sales go-live January 1, 2025.
Delivered AI through Agentforce, Prompt Builder automation, Data Cloud retrieval, direct OpenAI integration, and Claude via MCP — adopting new capabilities as the landscape matured.
Rolled out generative AI to every user in the org — Sales, Client Success, Legal, Finance, Executive Team.
Built direct OpenAI integration for proprietary deal analysis to evaluate assumptions and guide pricing.
Built AI-generated Account Snapshots and Opportunity Next Steps via scheduled prompt flows.
Built retrieval-augmented generation (RAG) on Data Cloud: a search index and custom retriever over account documents feeding Flex prompts that summarize an entire account, attachments included.
Built AI summaries of account Slack channels, converting unstructured team conversation into CRM intelligence.
Completed an AI-assisted audit of 370+ custom fields with full dependency analysis, and established AI-legible metadata standards so AI tools inherently understand the org.
Implemented Salesforce Spiff commission management: multi-year plans with milestone vesting, calculating live commissions for the full sales organization, readily auditable by finance.
“Eric is an invaluable partner to our team. In 6 short months with his guidance, we have installed an enterprise CRM across multiple merging organizations. More than a tactical executor of straightforward business processes, Eric focuses on understanding the problem to be solved and builds with an eye toward future-proofing our system.
Eric’s work in AI has been a key highlight; where most organizations fail to apply AI technology to current tangible business processes, Eric thrives. The AI use-cases that Eric is building will significantly reduce manhours while simultaneously increasing data accuracy and insight.
Lastly, and of huge importance, Eric loves this work and takes pride in its impact to our organization. His excitement is contagious.”
Red Violet, Boca Raton FL
Red Violet is an information solutions provider to the risk management industry.
Engaged to standardize processes across two Salesforce instances. Stayed on to bring AI to sales and service.
Implemented a customer-facing Einstein Bot that answers prospect questions and schedules sales appointments, creating Cases automatically via Omni-Channel routing.
Built AI classification for inbound Email-to-Case: reads each email, assigns one of nine Case Reasons, and routes it to the correct team automatically (password resets, billing, technical support, etc.).
Connected HubSpot with Sales Cloud to automate lead assignment and qualification.
Automated contract renewals, expirations, and annual site-inspection compliance in Service Cloud.
“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!”
American Lung Association, Chicago IL
Operated by the American Lung Association, the Illinois Tobacco Quit Line offers free and customizable resources to help individuals quit smoking, vaping, or using other tobacco products.
Initially engaged to complete a backlog of Salesforce projects. Retained to lead the organization’s Salesforce AI roadmap.
Conducted an AI readiness audit of the 10+ year-old instance. Interviewed the primary teams, mapped their job functions to Salesforce, traced data flows and existing automations.
Stabilized the instance. Repaired broken automations and cleared a backlog of user requests.
Designed AI-driven duplicate detection to reconcile multi-source referrals against existing contacts.
Advised the multi-phase data warehouse initiative building an AI-ready data foundation.
Implemented a solution to collect patient health metrics and satisfaction data.
Integrated the Service Cloud instance with several related healthcare organizations.
Integrated an SMS texting service to send motivational messages with interactive responses.
“Eric has deep and insightful knowledge and expertise with Salesforce while understanding the human side of technology. He is skilled at getting to the bottom of an issue or request with technical and non-technical people alike, makes the effort to understand the context, and communicates exceptionally well during the process.
He genuinely cares about the quality of his work and that the output meets the needs of his customers. He works more like a partner than a vendor. In addition, he’s friendly, engaging, and incredibly pleasant to work with.”
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 LevelEleven gamification and coaching for Salesforce.
Customizations
Built integration with Calendly to create Opportunities from scheduled meetings with a single click.
Automated territory management and prospecting task lists.
Built integration with Chargebee payment processing via a Lightning 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.”
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.
PODS, Clearwater FL
PODS is a storage solution and moving provider, offering storage containers, delivery, transport, and storage solutions in the United States, Canada, Australia, and the United Kingdom.
Engaged via a Salesforce Partner to automate approvals, notifications, and reporting for proposed payments to settle damage claims and other disputes. Utilized case approvals, public groups, queues, email notifications, validation rules, dynamic page components, declarative automation, advanced reporting constructs, and dashboards.
Evaluated current state and proposed scope. Conducted discovery to validate assumptions.
Architected and validated the solution by creating a proof-of-concept.
Developed, tested, and deployed the solution — including accommodating in-flight cases.
Provided detailed documentation and supported the solution post-deployment.
“Eric has been a pleasure to work with. He is extremely organized and thoughtful. He’s also very patient and willing to take time to explain what he’s thinking or building, which not only helps me better manage the project, but I’ve seen first-hand how much it helps the client feel comfortable and confident in what they are getting. He’s very good at putting himself in the client’s shoes, whether he’s demonstrating a feature or anticipating feedback. I’ve greatly appreciated his proactive communication and partnership, and generally feel extremely confident in what he’s working on and in giving him the floor on calls with the client.”
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.”
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 Smartsheet 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.”
Fire Equipment Inc., Medford MA
Fire Equipment Inc. is a Fire Protection and Life Safety partner offering comprehensive design, installation, inspection, and maintenance programs throughout New England.
Fire Equipment implemented Salesforce more than 10 years ago; countless customizations had accumulated through growth and acquisitions. Engaged to migrate to a more standardized configuration using Territory Management, Queue-based Case Management, ServiceMax, and FinancialForce.
Replaced manual territory assignment logic with Salesforce territory assignment rules.
Migrated support teams to queues to balance workload among team members.
Utilized ServiceMax templates to standardize contracts and inspection schedules.
Configured FinancialForce to enforce credit limits and generate invoices from work orders.
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.
The Water Council, Milwaukee WI
The Water Council is a 501(c)(3) nonprofit organization and global hub dedicated to solving critical global water challenges by driving freshwater innovation and advancing water stewardship.
Engaged as a solo Salesforce Consultant to extend the capabilities of the existing Salesforce instance that was primarily being used as a "Rolodex."
Assessed The Water Council’s existing Salesforce instance and completed requested enhancements.
Integrated with D&B Hoovers service to enrich account data, including international addresses.
Extended the use of Salesforce to track member networking activities and provide enhanced reporting.
“As a small NGO, we don’t always have the depth of knowledge required to utilize Salesforce most effectively. Eric helped us update custom fields, fix some issues, and get us back in working order. He was proficient, helpful, knowledgeable, and a pleasure to work with! We would definitely engage with him again!”
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.
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.”
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 buses 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 integrations to collect data metrics.
Mapped data metrics into standard Salesforce objects and Field Service Lightning.
Integrated with Google Sheets to track status of IoT device deployments in Salesforce.
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.”
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.
Attentis Consulting, Dover DE
Attentis is a Salesforce Partner specializing in Health Cloud implementations for healthcare providers and insurance carriers, with a library of accelerators enabling efficient and robust Health Cloud implementations.
Engaged as the Integration Architect for two large Health Cloud implementations, connecting Salesforce to existing business applications, ERP, and data warehouses.
Conducted Discovery and thoroughly documented current applications, data, and integrations.
Created templates to document future-state data mappings and integration requirements.
Utilized Boomi as an integration hub and common data model (CDM) to exchange data between applications.
Sensient Technologies, Milwaukee WI
Sensient Technologies is a global manufacturer and marketer of colors, flavors, and other specialty ingredients for food and beverages, pharmaceutical, nutraceutical, cosmetic, and personal care industries.
Engaged to architect a Sample Request process to send requests to laboratories in real time and confirm receipt.
Documented the current manual process and desired improvements.
Architected a screen flow and invocable Apex web service to send Sample Requests.
Architected a process to log and resolve exceptions.
Documented the solution to be built by Sensient’s in-house and outsourced developers.