Alejandra Teran - AI + Salesforce + Automation Strategy Ex-Deloitte Managing Director, AI Mentor, Investor

Maximize your Salesforce investment building or scaling your Salesforce Center of Excellence (CoE). As the founder of 10X Cloud Value, I empower Salesforce customers to establish their CoE using proven frameworks, best practices, and strategies tested in my experience creating 'best-in-class' COEs for industry leaders like Deloitte, Freddie Mac, and Teleperformance. Things I Can Advise On: 🔥Establishing a Salesforce COE: Define the role of a COE, understand how it can drive higher value, identify best-in-class practices, and navigate common pitfalls. 🔥Vision and Strategic Roadmap: Align leadership behind a shared vision, map business goals to Salesforce capabilities, and create a value-driven strategic roadmap. 🔥Governance and Prioritization: Structure your COE governance framework, establish a unified business and IT team, and manage the project backlog with industry gold standards. 🔥Team Structure: Define roles within your COE, recruit top Salesforce talent, leverage niche skills from partners, and develop in-house expertise. 🔥Data Management and Analytics: Build a trustworthy data strategy, address key considerations for architecture and security, and empower decision-making through analytics. 🔥Architectural Excellence: Ensure your Salesforce Org is reliable, scalable, secure, and maintainable while reducing technical debt and planning for the future. 🔥Agile and DevSecOps: Implement agile methodologies for rapid delivery, adopt DevSecOps for safer and quicker deployments, and foster a culture of continuous innovation. 🔥User Adoption and Support: Enhance user adoption with effective change management, provide valuable support, measure adoption rates, and continuously improve. 🔥Value Realization and Negotiation: Measure the ROI from your Salesforce investment, manage licenses efficiently, understand Salesforce’s sales strategies, and strengthen your negotiation position. Let's partner to build a Salesforce Center of Excellence that accelerates value creation for your organization.

Maximize ROI from your Salesforce and HubSpot investments with tailored guidance on seamless CRM and marketing automation alignment. As a seasoned expert in Salesforce HubSpot integration, I provide strategic consulting to enhance your sales funnel and lead management strategies. Things I Can Advise On: 🔥 Evaluating the pros and cons of using Salesforce with HubSpot for marketing and sales. 🔥 Navigating the complexities of the Salesforce and HubSpot set up to avoid common missteps and ensure a successful integration. 🔥 Establishing robust data governance within your CRM to maintain high-quality data crucial for analytics and decision-making. 🔥 Implementing lead scoring techniques in HubSpot and aligning them with Salesforce processes to effectively prioritize high-value opportunities. 🔥 Troubleshooting and resolving common sync issues between Salesforce and HubSpot to ensure they stay aligned. 🔥 Conducting data hygiene best practices to cleanse your data and eliminate duplicate records, ensuring your systems are optimized. 🔥 Auditing your Salesforce and HubSpot platforms to provide strategic recommendations for optimization and enhanced performance. If you're facing challenges with CRM optimization, technical or process alignment, or if you're considering a migration from Salesforce to HubSpot, connect with me. Let's craft a strategy that leverages the full potential of your CRM and marketing automation platforms, driving business growth and enhancing your inbound marketing strategies.

Discover how GenAI can superpower your business, create new revenue channels, streamline costs and make you 10X more productive. Before the AI-era, I turned data into insights that enabled boardroom decisions.🚀 With a background in tech, business intelligence, customer experience, and strategy consulting my path has naturally evolved to immersing mysefl into everything GenAI. Over the last 18 months, I've doing hands-on experimentation using ChatGPT and top LLMs, as well as MidJourney/Dall-e for GenAI images, along with Make/Zapier automations, to elevate my business and help clients on use cases for how GenAI can superpower their business. Things I Can Advise On: 🔥 Navigating Generative AI: Understanding its impact on business operations and staying ahead with the latest AI trends. 🔥 AI-Powered Product Innovation: Simplifying product development for consultants, coaches, and speakers with AI applications. 🔥 Content Creation & Strategy: Crafting AI-driven content for courses, social media, email campaigns, and podcasts that captivate and convert. 🔥 Digital Presence Automation: Streamlining website and landing page development with AI for an unbeatable online footprint. 🔥Market Expansion: Breaking language barriers and scaling into new territories using sophisticated AI translation strategies. 🔥Lead Generation & Sales: Enhancing your sales funnel with AI-generated content that resonates and converts. 🔥Data Analysis Efficiency: Leveraging AI for data analytics to liberate you from the living in spreadsheets. 🔥Productization: Turning ideas into revenue with AI-facilitated books and on-demand digital products. If you're curious to explore the transformative power of AI and automation to superpower your business, book a call and let's explore together how you can leverage GenAI to create, grow your business, cut cost or in your day-to-day life.