“What would you say… you do here?” – Bob Slydell, Office Space
Every week looks a little different. Just when I think I’ve seen it all, something new shows up. Sometimes it’s untangling legacy systems that no longer make sense. Other times, it’s helping a team get a better view of how their business actually runs—or building the automation to make it run faster.
Here’s a snapshot from just one recent week:
- Presented a business process flow diagram to a leadership team who had never seen their workflow visualized. It led to better alignment in 20 minutes than they’d gotten in months of meetings.
- Conducted a Pardot/MCAE audit over screen share and uncovered a dozen underused features they were already paying for.
- Shared a new website design with a regional bank—yes, we build websites too, especially when they connect cleanly to [insert marketing automation tool here] and then Salesforce.
- Sketched out a MuleSoft integration plan to pull third-party app data into Salesforce—bringing scattered data into one place.
- Integrated Avalara with Salesforce CPQ so quotes reflect the right tax amount, even with recent tariff changes.
- Updated page layouts to embed 6sense dashboards so reps can see buyer intent signals without switching tabs.
- Built out automation for a lead intake and credit application process for a bank—replacing clunky handoffs and email chains with a streamlined, trackable flow.
So… What Do I Do?
Yes, I’m a Salesforce Consultant. That’s my title. But as Shakespeare wrote:
“What’s in a name?” – Shakespeare
Much of what I do starts small: a missing report, a time-consuming manual task, a confusing form. But solving those “small” problems can lead to big outcomes—faster deal cycles, smoother customer onboarding, better pipeline visibility.
Sometimes it’s a single automation. Other times, it’s building a lightweight custom app to speed up quoting or get contracts out the door faster.
And sometimes, what’s needed is a full rethink of how tools, data, and teams interact across the business.
From Confusion to Clarity
Most projects start with some version of this:
We know something isn’t working, but we don’t know how to fix it.
So I drill down. Here are examples of issues I find:
- Onboarding takes five emails when it should take one form.
- It takes two days to send a quote that could go out in minutes.
- Sales is tasked with too much data entry when they should be focused on selling.
- No one trusts the data.
- Is this lead really an MQL? Is this lead really an SQL? What definitions are being used?
- Customer usage data is stored in an outdated spreadsheet with little visibility into overages or changes in product usage over time.
- You are paying for powerful marketing and sales tools but only using a fraction of them.
These aren’t just annoyances. They’re speed bumps that cost real time and money—and they add up.
Often, clients already have the right tools—they just need help stitching them together or automating redundant tasks to free time up to do their actual jobs.
That’s where I come in.
Two Words: Solve Problems
Whether it’s building a custom quoting tool, moving digital documents and eSignature, or helping a team actually see what’s happening in their business, the goal is the same: solve problems.
Ask questions. Listen carefully. Identify the root issue.
Then design a system that solves it—through automation, integration, or just smarter design.
Sometimes it’s a quick win. Sometimes it’s transformation.
Either way: it’s about building systems that actually help people do their jobs better and adding value to the business.
Coming Up Next: Measuring What Matters
In Part 2 of this series, I’ll dive into how I help clients set performance baselines—measuring what’s working (and what’s not) across their tech stack and processes.
Spoiler: it starts with a map.
A clear business flow diagram helps visualize how everything connects—and where things get stuck. Once you know where you are, you can figure out where you want to go.
More on that soon.
In the meantime, if your systems feel messy, disconnected, or just plain slow—reach out. I’m always up for a conversation.
Roy Wimer
roy@parquet.dev
