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With over 12 years experience in marketing strategy, Salesforce.com development and digital content editorial, Gerry has worked with over 100 companies, providing consultancy across the entire sales, marketing & CRM funnel.
Having had worked with a wide array of businesses including IT Works, Lake District National Park Authority, ICS, Danbro, Aberconwy Resort, Signatures Restaurant, the Langley Spa, Professional Passport, Skiptrix and Opus 4 to name but a few, Gerry has consulted across all levels of the Sales funnel; from developing effective SEO/PPC strategies, to lead nurturing, to implementing Salesforce.com from the ground up for various organisations.
Where Gerry really comes into his own is the implementation and optimisation of Salesforce.com. With an array of Salesforce certifications to his name including Salesforce Admin and Sales Cloud Consultant, Gerry is well-versed on the full benefits of Salesforce and how it can help businesses achieve their objectives. Having implemented and optimised Salesforce for a wide range of businesses from the University of Cumbria to ProEconomy, Gerry knows that no two businesses want to leverage CRM systems in the same way. Therefore, he approaches each Salesforce project with an open mind, listening to clients and their business needs and making custom-built solutions work to their advantage.
Gerry is also fully certified in Pardot and Marketing Cloud, allowing him to develop and implement marketing automation strategies for both B2C and B2B clients. This, combined with his eclectic marketing and Salesforce knowledge, enables him to provide an all in one Salesforce and marketing solution that produces streamlined sales and marketing processes that retain customers and drive sales.
The purpose of this blog post is to detail the benefits of using the Declarative Lookup Rollup Summaries (DLRS) managed package in your Salesforce org.
A client of ours recently accidentally uploaded the same data twice into Salesforce and needed to delete the additional unwanted records. We will show you how to do this using dataloader.
Step by step process on how to move your Salesforce approval process from sandbox to production and some of the pitfalls to avoid.
3 ways Salesforce Chatter can help improve internal & external communication within your business