Salesforce and HubSpot consulting
Build a revenue system your team can run.
16 years running revenue teams at Facebook, Dropbox and startups. Now doing the hands-on CRM work most consultants hand back to you.
The person on the call does the work.
At most firms, a senior partner sells the project and someone else builds it. With me, the person who scopes your project builds it, documents it and picks up when something breaks.
How I work →Fix or scale a complex org.
For orgs that are inherited, undocumented, shared by many teams, or too important to get wrong.
See Salesforce work →- Implementation and org design
- Technical debt cleanup
- Managed administration
- Agentforce and automation
Set up HubSpot around how you sell.
Stages, handoffs and reports built from how your team sells today.
See HubSpot work →- Implementation and setup
- Lifecycle stages, pipelines and automation
- Reporting and attribution
- Ongoing operations
A plan, and the person who builds it.
Fractional revenue operations leadership for teams that need a roadmap and someone to carry it out.
See go-to-market work →- Process mapping and handoffs
- CRM selection
- Sales funnel design
Results Salesforce has verified.
Lead routing across HubSpot and Salesforce
Inbound leads reaching the wrong teams too slowly, complicated by a dual-platform setup. Routing built across both systems.
Integration across a multi-program organization
Participants tracked across several program areas on a single org, with integration work spanning six months.
Two Salesforce orgs merged, 400+ users
Complicated data structures on both sides and stakeholders across many departments. One org was deprecated and migrated into the other with no data loss and no disruption to daily operations.
Rated five stars on every review.
Working with Eric has been one of the best consulting experiences we've had. He took what initially felt like a daunting Salesforce-to-HubSpot migration (2+ month scope after an initial failed migration) and helped us condense it to a three-week plan, then completed the migration in less than two weeks, well ahead of schedule. He is an exceptionally clear communicator, incredibly responsive, and integrated seamlessly with our team from day one.
Eric's super power is his ability to help you leverage Salesforce for your team's productivity and effectiveness. He gets it not as a process person but as a true business partner.
Scalable Operations has exceeded expectations in every respect. They demonstrated a singular level of responsiveness, flexibility, efficiency, and thoughtfulness throughout. We could not be more pleased.
Eric has a refreshing matter-of-factness, directness, and practicality — there's no fluff. His communication, expertise, and process mapping skills gave us clarity on what our CRM implementation strategy should look like.
Every credential checked by someone else.
Salesforce Consulting Partner
13 active certifications across Platform, Agentforce, Experience Cloud, Industries and Slack, verified by Salesforce.
NGLCC-certified LGBTBE
Work with me counts toward your supplier diversity goals.
NMSDC-certified MBE
Minority-owned and operated, confirmed by audit.
Tell me what's broken.
Most projects start with a 30-minute call about one problem. No deck, no prep.