Salesforce holds your customers and pipeline, but sales teams lose time when it doesn’t match what finance and operations see. As a Salesforce CRM consultant focused on integration, I connect Salesforce to your ERP and other systems so quotes, orders, invoices and statuses stay in step.
What I do as a Salesforce CRM consultant
- Salesforce integrations through REST, Bulk and SOAP APIs, and Platform Events
- Connected apps, integration users and secure authentication
- Data model review for accounts, contacts, opportunities, products and price books
- Quote-to-cash flows between Salesforce and ERP (NetSuite and others)
- Data migration, de-duplication and clean-up
- Integration through Boomi, MuleSoft, Celigo or Workato — or direct APIs
Typical integrations
- Closed-won opportunities creating customers and sales orders in NetSuite
- Invoices, payments and order status visible to sales in Salesforce
- Products and price books kept in sync with the ERP
- Marketing leads from HubSpot or web forms into Salesforce
- Support and usage data from other systems on the account record
Integration first
My focus is how Salesforce exchanges data with the rest of your business, rather than general Salesforce administration.
Getting started guide: connect Salesforce with Boomi.
Working with teams in the USA, UK and India
I work remotely with companies across the United States — including New York, New Jersey, California, Virginia and Charlotte — as well as London and the rest of the United Kingdom, and India. Calls are planned around your working hours, progress is shared in writing, and you get access to everything that is built.
- Salesforce CRM consultant in the USA — New York, New Jersey, California, Virginia and Charlotte
- Salesforce CRM consultant in the UK — London and across the UK
- Salesforce CRM consultant in India — teams across India
Frequently asked questions
Can you integrate Salesforce with NetSuite?
Yes — see Salesforce & NetSuite integration for how these projects usually run.
Which tool is best for Salesforce integration?
MuleSoft is common in large Salesforce-centred organisations; Boomi, Celigo and Workato are often faster and cheaper for mid-sized teams. It depends on your landscape.
Do you work with HubSpot as well?
Yes — see HubSpot CRM consulting, including HubSpot and Salesforce running side by side.
