Data Flow

More value from your tools with less effort.

When information moves cleanly between systems, work is lighter.
Updates happen naturally, teams see the same story, and decisions become calmer and more confident.
 
I design data flows that stay organized, dependable, and easy to live with as your business grows.
Salesforce & Systems Example

My Approach

Systems that support each other.

A well-designed data flow creates clarity.
Each tool plays its role. Each field has purpose. And the right information appears exactly when it's needed.

  • One consistent view of your customers
  • Work that quietly updates itself
  • Reports that mirror reality
  • Clear structure that grows gracefully
  • Confidence in what the numbers are saying

Simple foundations unlock powerful outcomes.

The Benefits

Less friction. More momentum.

When your systems communicate cleanly, everyone benefits.

  • Sales sees the full picture
  • Leaders trust what they’re seeing
  • Operations moves smoothly from step to step
  • Teams onboard faster and feel more confident
  • Decisions become simpler and better aligned

Everything works together — and it shows up in daily work.

Tools

Some of the tools I've plugged into CRMs

I’ve designed connections across many platforms — CRM, marketing, collaboration, identity, finance, and more.
The technology varies. The principles stay consistent: clarity, trust, and long-term ease.

  • salesforce
    Salesforce
    CRM
  • HubSpot
    HubSpot
    CRM+
    Marketing Automation
    Platform
  • pipedrive

    pipedrive

    CRM

  • Slack
    Slack
    Collaboration / Comms
  • okta

    okta

    IAM / Security (SSO)

  • Own backup

    Own backup
    Backup & Data Continuity

  • Salesforce CPQ
    Salesforce CPQ
    Configure, Price & Quote
  • docusign

    DocuSign
    Contract Lifecycle
    Management /

    e-Signature

  • LinkedIn
    LinkedIn
    Ads, Sales Navigator & Data Enrichment
  • zapier
    Zapier
    Integration Platform
    as a Service
  • appflow

    appflow
    Integration Platforms

    Workflow Automation

  • Sage
    Sage
    Enterprise Resource
    Planning
  • Demandbase

    Demandbase

    Account-Based Marketing
    AdTech

  • xappex

    Xappex
    Integration Platforms

    Workflow Automation

  • cvent

    cvent

    Event Management

  • mindtickle
    mindtickle
    Sales Readiness /
    Enablement
  • Outreach
    Outreach
    Sales Engagement
  • Dreamdata

    Dreamdata

    Attribution &

    Revenue Analytics

  • PandaDoc
    PandaDoc
    Contract Lifecycle
    Management /
    e-Signature
  • alyce

    alyce
    Gifting /

    Direct Mail

  • LeanData

    LeanData

    Lead Routing &
    Assignment

  • chorus
    CHORUS
    Conversation Intelligence
  • zoominfo

    Zoominfo
    Data Enrichment

  • USERGEMS
    USERGEMS
    Data Enrichment
  • salesintel
    SalesIntel
    Data Enrichment
  • LINKSQUARES

    LINKSQUARES
    Contract Lifecycle
    Management

  • Certinia
    certinia
    Enterprise Resource
    Planning
  • stripe
    stripe
    E-Commerce /
    Payments
  • Asperato
    asperato
    Payments
  • Conga
    Conga
    Contract Lifecycle
    Management
  • Plaid
    PLAID
    Finance /
    Data Connectivity
  • Avalara
    Avalara
    Tax Compliance /
    Finance
  • Sievo
    Sievo
    Spend Analytics /
    Procurement
  • Marketo
    Marketo
    Marketing Automation
    Platform
  • Tableau
    Tableau
    Business Intelligence &
    Analytics
  • D&B (Dun & Bradstreet) Credit Checks-1
    D&B Credit Checks
    Finance /
    Risk & Compliance
  • D&B Connect
    D&B Connect
    Data Enrichment
  • D&B Hoovers
    D&B Hoovers
    Data Enrichment /
    Sales Intelligence
  • Eloqua
    Eloqua
    Marketing Automation
    Platform
  • Qualtrics
    qualtrics
    CX /
    Surveys & Feedback
  • Apsona
    Apsona
    Data Management
  • InMoment
    InMoment
    CX /
    Surveys & Feedback
  • itsmakehq_logo

    Make

    Integration Platform

Curious About Your Own Data Flow?

If you’d like your tools to feel more connected  and your CRM to feel easier to live with — I’m happy to chat through options with you.

Schedule A Chat