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Logan BoardmanLB

Logan Boardman

Salesforce Consultant | Sales, Service, & NPSP

300 €/Tag
Chicago, US
3-7 Jahre

Durchschnittliche Reaktionszeit: 1h

Über Logan

My work primarily deals with the core clouds (Sales & Service) while I'm also well versed with NPSP cloud and other CRMs (like HubSpot). I work heavily with omnichannel and can help you streamline your customer service by implementing Chat services, Messaging for In-app and Web, Email, Case channels, and even AI chatbots.

I'm certified as a Salesforce Administrator, always use best practices, and am up-to-date on the latest Salesforce features. Most of the projects I have completed over the years have been off of this platform.

A lot of my time is spent on automating business processes through tools like Salesforce flow, Zapier, and make.com. This helps my clients to stop wasting their time on busy work and focus on more important tasks. These tools can also be used to create seamless integrations between different systems.

In my experience, most small-to-medium-sized businesses don't require a full-time hire for a Salesforce admin. They do require continuous upkeep and improvements of their Salesforce system to scale along with their business.

My goal is to help support businesses like this better service their customers by maximizing their ROI in Salesforce.


Services Offered:

Salesforce Implementation
Salesforce On-Demand Support
General Tech-Stack Consulting


Product Specialization:

Service Cloud
Sales Cloud
Experience Cloud
Salesforce NPSP
Field Service
Zapier
Make.com
SalesLoft
Hubspot
Zapier
Make.com

If you would like to talk and learn about how we could we work together, please reach out!
  • Englisch

    Muttersprachlich oder zweisprachig

  • Spanisch

    Konversationssicher

Vor Ort möglich
Chicago (bis zu 50 km)

Projekt- und Berufserfahrung

  • The Digital Repair Man
    Salesforce Consultant
    April 2023 - Heute (3 Jahre und 2 Monate)
    • Providing on-demand admin support and implementation services for Sales Cloud & Service Cloud instances along with integrated software for clients with only a few employees to companies with 250+ employees.
    • Architecting new data schemes; Implementing Omni-channel (i.e. Messaging for in-app and Web); Creating reports/dashboards; managing client portals, users, sharing rules, & security; creating flows.
    • Advising high-level executives on best practices to simplify and automate business processes so they maximize their ROI from Salesforce.
  • Blaze Your Trail
    Salesforce Consultant
    Oktober 2022 - Mai 2023 (7 Monate)
    • Lead weekly meetings with a team of admins/developers to implement Salesforce NPSP for a non-profit
    • Implemented features including web-to-lead forms, Email Integration, Einstein Activity Capture, Apex Triggers, & provided user training.
    • Worked with clients to map current/future business process, discover business pain points, present solutions, and create user stories.
    • Became familiar with platforms like Zapier, WordPress, Raisely, Calendly, Mailchimp, FormAssembly, and Jira
  • eBay
    Sole Proprietor
    September 2021 - September 2022 (1 Jahr)
    • Achieved "Top rated seller" status, 99% positive feedback, and a return rate of 1.3%.
    • Regularly communicated with buyers to resolve disputes and answer questions.
    • Shipped packages through USPS, FedEx, and UPS; domestically and internationally; and became knowledgeable with cost-benefit analysis to determine the quickest/cheapest option for shipping.

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Zertifizierungen

  • Salesforce Certified Administrator
    Salesforce Certified Administrator
    Salesforce Sales Cloud Salesforce Inspector Salesforce Service Cloud Salesforce CRM
  • Salesforce AI Associate
    Salesforce AI Associate
    Salesforce Sales Cloud Salesforce Inspector Salesforce Service Cloud Salesforce CRM

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