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Expertise

$5/min

Optimize Salesforce & HubSpot Integration | CRM + Marketing Automation

(6)

Created a year ago in Sales & Marketing / Sales & Lead Generation

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.

Alejandra Teran - AI + Salesforce + Automation Strategy

Miami
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Before the AI-era, I turned data into insights that enabled boardroom decisions.🚀 After decades of leadership at Deloitte, Freddie Mac, and Teleperformance, I now channel my experience into helping businesses innovate and optimize, leveraging smart technology and AI. My journey has been diverse, from immigrating to the U.S. 25 years ago to transitioning from corporate leader and trailblazer to investor, advisor, and entrepreneur. I've been fortunate to work with teams across 40+ countries in Asia, Europe, and the Americas. With 18 years in the Salesforce ecosystem as both a client and partner, I’ve led digital transformations, built Centers of Excellence, and spoken at Dreamforce. I founded 10X Cloud Value and created programs like the Salesforce Center of Excellence Bootcamp to help organizations maximize their Salesforce investments. My path has naturally evolved to immersing myself in everything GenAI. I've spent 18 months experimenting hands-on with ChatGPT & top LLMs, GenAI image generators (MidJourney/Dall-e), combined with automations (Make/Zapier) to elevate my business and help clients superpower their business. I hustled my way into eCommerce, teaching myself AI and automations to build and scale my first shop. I’m now excited to explore opportunities to invest in eCommerce, eLearning, SaaS, and service sectors, engaging in consulting for equity deals. Things I can advise on: 🔥 Making digital transformations happen, aligning Tech + People + Processes. ☁️ Building and scaling your Salesforce Centers of Excellence to achieve 10X business value. ⚙️ Navigating Salesforce ecosystem, buying Salesforce products and working with Account Executives. 🤖 Mentoring businesses on how to harness AI to boost productivity, drive growth and cut cost. 🛒 Launching eCommerce ventures with AI and automation. ⚡️ Prompt engineering to superpower my life. Other things I love: 🤿 Diving! I volunteer as an Aquarist Diver at Frost Science Museum in MIA (you might spot me in the big tank). 🥁 Playing drums and guitar. 🏕 Camping, hiking, and being in nature. I've worked with big corporations and startups. Committed to making a difference, I actively support nonprofits through CatchaFire.org.❤️ Book a call if you're looking to boost your business with AI/automation or maximize value from Salesforce.🫶 Industry experience: Technology, ProfessionalServices, Financial Services, eCommerce, Customer Experience BPO, Non-Profit. #Strategy #Technology #Salesforce #AI #GenAI #Automation #CRM #HubSpot #ChangeManagement #RevOps

5.0

Reviews (6)

Absolutely great actionable advice. Alejandra provided priceless information on where I should head regarding our impeding Salesforce installation. Highly recommended!

Source: Clarity Captain Leonard Nock Jun 21, 2022

I got exactly what I needed (and more) from this quick call regarding multi-factor authentication in Salesforce. Thanks, Alejandra!

Source: Clarity Kaela Mento Dec 15, 2021

Alejandra was able to meet me within a few days and answered my questions with clear directions for next steps to help reach my goals. Thanks.

Source: Clarity Nathan Garcia Nov 4, 2021

Excellent insights! Great discussion.

Source: Clarity Brian Jensen Oct 19, 2021

Alejandra has deep experience in Salesforce and was able to give us invaluable insight into the challenges faced by companies using Salesforce.

Source: Clarity Jonathan Sapir Feb 18, 2021

Alejandra was excellent. She shared great knowledge and best practices on what it takes to set up a Salesforce COE and how to get more value from our CRM. She shared some actionable recommendations regarding our specific use case. Highly recommend her.

Source: Clarity Alex Aarons Feb 9, 2021