Puja Pandey
Salesforce & CRM Advisor | Product Leader | Trainer
I help business and technology teams turn complex CRM challenges into clear priorities, practical solutions, and confident delivery.
Experience Summary
15+ years in the Salesforce ecosystem
Enterprise advisory and delivery experience
Practical team enablement
Better Salesforce decisions. More capable teams.
Experience across enterprise Salesforce environments
Customer Success Manager, Signature Success
Enterprise Customer Advisory
Advised enterprise customers on Salesforce adoption, priorities, and success planning across Sales Cloud and Service Cloud, connecting business goals to platform capabilities and measurable next steps.
Senior Salesforce Engineer, GEICO Technology Solutions
Insurance Platform Delivery
Supported Sales Cloud and Service Cloud enhancements in a large insurance environment — translating business needs into product requirements, partnering through sprint planning and delivery, and supporting workflow automation and Omni-Channel service operations.
Salesforce Architect, Tuthill Corporation
Manufacturing Platform Architecture
Combined Salesforce architecture and product ownership for sales, service, and partner experience in a manufacturing environment, including an Experience Cloud partner journey and connected content.
How I Help
Salesforce and CRM advisory
Clarify the business problem, assess platform options, and define a roadmap teams can act on.
Product leadership
Connect stakeholder priorities to a focused backlog, clear delivery decisions, and release readiness.
Practical training
Build confidence through realistic scenarios, guided exercises, and tools teams can apply at work.
Learn From Real Delivery Situations
My approach connects business context with platform decisions. Workshops explore situations such as defining a service improvement, resolving competing priorities, assessing configuration options, and preparing users for a release.
From Business Request to Prioritized Backlog
A two-hour interactive workshop: clarify a business problem, distinguish a request from a requirement, compare competing priorities, and write testable acceptance criteria.
Service Cloud Decisions in Practice
A half-day working session: map a service scenario, examine case ownership and routing, identify knowledge needs, and define release-readiness checks.
Salesforce Solution Thinking for Business Teams
A 90-minute workshop: connect requirements to platform options, discuss configuration versus customization, and identify data and integration dependencies.
What does your team need to do with more confidence?
Let's discuss the Salesforce decisions, delivery challenges, or learning goals you want to address.