Salesforce & CRM
End-to-end Salesforce delivery, from architecture, custom objects, Apex, Visualforce, and Flow automation to integrations, reporting, custom back-end development, and ongoing administration.
Explore this serviceIndependent consulting for growing organizations
PFD Consulting helps organizations improve the systems and information behind their most important decisions. From Salesforce and data migrations to reporting, ticketing, and growth strategy, every engagement is led directly by Patrick Dornan.
You get senior-level thinking and hands-on follow-through, without being passed from a sales team to a delivery team.
Start a conversationA different kind of partner
Large firms can bring a lot of people to a problem. PFD Consulting brings the right person to it: an experienced operator who is accessible, responsive, and comfortable looking beyond the obvious answer.
Services
The work often starts with a system that is underperforming, data that cannot be trusted, or a growth question that has not yet been framed clearly. PFD Consulting brings the strategic perspective and technical ability to move it forward.
End-to-end Salesforce delivery, from architecture, custom objects, Apex, Visualforce, and Flow automation to integrations, reporting, custom back-end development, and ongoing administration.
Explore this serviceData science, data engineering, analytics engineering, data visualization, and data analysis, from migrations and warehouse projects to executive reporting and decision-ready insight.
Explore this serviceA cross-functional outside perspective for leaders looking to uncover overlooked opportunities, improve profitability, and turn ambitious ideas into executable plans. We connect the dots across data, technology, operations, product, marketing, and revenue to help businesses see around corners and move with confidence.
Explore this serviceSelected Experience
PFD Consulting has supported organizations across sports and entertainment, SaaS, marketing, startups, and mission-driven work. Each relationship begins with the needs in front of the business.
Selected Case Studies
These examples are intentionally described at a high level to protect client confidentiality. The common thread is practical work that helps teams move forward with more clarity and capability.
Delivered through Boxplot Analytics
Supported CreatorIQ during the integration of an acquired company, helping move active-client data into the CreatorIQ platform so clients could transition to the new database and interface with continuity. Separately, contributed event-activation analysis for a World Cup campaign, bringing relevant sports-industry context to the client insight work.
Built and continues to expand a Salesforce environment tailored to ticketing and sponsorship sales. The work has included custom modules, onboarding acquired franchises into one cohesive CRM, CRM migrations, sales analysis, and Visualforce dashboards that extend beyond Salesforce's standard reporting capabilities.
Developed Salesforce capabilities focused on contract fulfillment and the way the team needs to see and manage its work. That includes custom Apex flows and pages, tailored record views, and mobile-friendly rebuilds that address limitations in the standard Salesforce experience.
Built From The Inside
We build and operate products, which means product, technology, customer behavior, marketing, and monetization are part of the same conversation.
A real estate discovery platform built to make it easier to explore homes, compare options, and find a place that feels like the right fit.
An interactive sports trivia platform that gives fans a fun way to test their knowledge and gives organizations a closer view of their audience.
A training companion for Brazilian Jiu-Jitsu practitioners to track rounds, spot patterns, and identify areas for improvement.
Additional advisory work has included product monetization, technical architecture, sales planning, low-code analytics, and marketplace strategy for early-stage teams.
How We Work
Listen first. Start with the business problem, the people affected, and what a useful outcome looks like.
Bring the right level of structure. A focused advisory project, a defined build, or ongoing senior support.
Stay close to the work. You work with the person who understands the context and is accountable for moving it forward.
Contact
Whether you need help with Salesforce, a data migration, a reporting challenge, or an idea that needs a sharper commercial and technical point of view, PFD Consulting is built for thoughtful, responsive work.
Prefer email? patrick@pfd-consulting.com