Lead routing and round robin
New leads go to the right rep by territory, product or workload, with a follow-up task created instantly.
When a lead is created
Your team should be selling, not updating Salesforce.
Venrora builds the automation, integrations and dashboards that take busywork off your team's plate. Leads get routed, follow-ups happen, approvals move and reports build themselves. Fixed scope, fixed price.
Running in your SalesforceToday
- New web lead assigned to MariaRound robin by territory, follow-up task due today
- 18% discount sent for approvalOver the 15% limit, routed to the sales director
- Quote PDF sent for e-signatureGenerated from the opportunity in one click
- Support case escalatedNo reply in 24 hours, manager notified
- Deal won, onboarding started6 tasks created and welcome email scheduled
An example of a normal day once automation is in place.
4Salesforce certifications
400,000+Users in the largest org I've supported
20+Ready-to-build automations
FixedScope and price on every project
What Venrora does
Everything a growing business needs to get real value from Salesforce, without hiring a full-time team.
Process automation
Flows that route records, create tasks, send alerts and move approvals so nothing depends on someone remembering.
Salesforce setup
New Sales Cloud or Service Cloud orgs configured around how you actually sell and support customers, with training included.
Integrations
Connect Salesforce to your accounting, ERP, e-commerce, email and chat tools so data stops living in two places.
Reports and dashboards
Pipeline, forecast and service dashboards your leadership will actually open, built on clean, trustworthy data.
AI in Salesforce
Practical AI: email drafts, call and case summaries, smarter triage, and getting your data ready for Salesforce's AI features.
Ongoing support
A monthly plan for fixes, small changes, new users and release updates, so your org keeps improving instead of drifting.
Automations I build
A sample of what's possible. Each one is configured to your rules, tested in a sandbox and documented for your team.
Stale deal alerts
Reps and managers get a nudge when an opportunity has had no activity or its close date has passed.
When no activity for 14 days
Discount and deal approvals
Deals over your limits route to the right approver, who can approve from email or mobile.
When discount exceeds your threshold
Quotes and proposals as PDFs
Branded quotes generated from the opportunity, sent for e-signature and filed back automatically.
When a rep clicks Generate quote
Automatic renewals
Renewal opportunities created ahead of contract end dates, assigned and scheduled so none slip.
When 90 days before a contract ends
Closed-won onboarding
Winning a deal kicks off the handoff: onboarding tasks, a welcome email and an account owner assignment.
When an opportunity is won
Case assignment and SLA escalation
Cases route to the right queue and escalate to a manager before response-time commitments are missed.
When a case is open past its SLA
Email-to-case with auto replies
Customer emails become tracked cases with an instant confirmation and reference number.
When an email reaches your support inbox
Satisfaction surveys
A short survey goes out after each resolved case, with low scores flagged for follow-up.
When a case is closed
Web forms straight to Salesforce
Website inquiries land as leads with source tracking, duplicate checks and an automatic thank-you email.
When someone submits your form
Lead scoring and hot-lead alerts
Account Engagement scoring that tells sales the moment a prospect shows real buying interest.
When a prospect crosses your score
Nurture handoff
Leads that aren't ready move into email nurture and come back to sales automatically when they re-engage.
When a lead is marked not ready
Duplicate prevention and cleanup
Matching rules stop new duplicates, and a one-time cleanup merges the ones you already have.
When a record is created or imported
Required data at the right stage
Validation rules make sure key fields are filled before a deal moves forward, without slowing reps down.
When an opportunity changes stage
Spreadsheet imports and migrations
Moving from spreadsheets or another CRM, with data mapped, cleaned and verified before go-live.
When you switch systems
Accounting and ERP sync
Customers, orders and invoices in sync between Salesforce and QuickBooks, NetSuite or Dynamics.
When a record changes in either system
Online orders into Salesforce
Shopify or e-commerce orders create accounts and order history so sales sees the full customer picture.
When an order is placed
Slack and Teams alerts
Big wins, urgent cases and key changes posted to the right channel the moment they happen.
When an event you choose occurs
Weekly pipeline digest
A Monday email to leadership with pipeline changes, deals at risk and wins, built from live data.
When every Monday at 8 a.m.
AI email drafts
Reps get a ready-to-edit follow-up email written from the record's history and latest activity.
When a rep clicks Draft email
Call and case summaries
Long notes and email threads condensed into a short summary on the record, so anyone can catch up fast.
When a call is logged or a case is updated
Agentforce pilot
A focused first AI agent, such as answering order-status or FAQ questions, with guardrails and human handoff.
When you're ready to try AI agents safely
Customer self-service portal
Customers check case status, submit requests and find answers on their own, all tracked in Salesforce.
When a customer logs in
Smart case triage
Incoming cases are categorized and prioritized by AI, then routed using your existing rules.
When a new case arrives
Need something that isn't listed? Most custom workflows can be built. Ask on a call.
Packages
Every project starts with a written scope, so you know the price and the deliverables before anything is built.
Salesforce Health Check
A clear picture of what's working and what to fix first.
- Review of automations, data quality, security, reports and user adoption
- Readiness check for Salesforce AI features
- Written report with your top 10 fixes ranked by impact
- 45-minute walkthrough call, delivered in about a week
$950Credited toward any project signed within 60 days
Automation Build
Pick the automations that matter most. I build, test and hand them over.
- Discovery session to map your process
- Built and tested in a sandbox before going live
- Documentation and a short training video
- 30 days of fixes after launch
$3,000Starting price, 2–4 weeks
Salesforce Care Plan
Ongoing help so small issues never pile up.
- Up to 8 hours a month of fixes, changes and user support
- New users, permissions and release-update checks
- Response within 2 business days
- Month to month, cancel with 30 days' notice
$750Per month
How a project works
Free call
20 minutes to understand what you want automated and whether Venrora is the right fit.
Written scope
A short proposal with deliverables, timeline and a fixed price. You sign before work begins.
Build in a sandbox
Built and tested in a copy of your org, then reviewed with you using real scenarios.
Go live and hand over
Deployment, documentation and training so your team can run it confidently.
Selected work
Client names are kept private.
First-time Sales Cloud implementation
Sole Salesforce consultant for a distributor adopting Salesforce for the first time. Set up price books, warehouse inventory tracking, forecasting and the sales process from scratch.
Administration for 5,000+ users
Supported a large financial-services org in an Agile team, closing more than 50 tickets across automation, security and user management.
Support for a 400,000-user org
Maintained reports, dashboards and integrations, and handled 50+ support tickets a month in one of the largest Salesforce environments in the world.
About Venrora
Venrora is led by me, German Vela, a Salesforce administrator based in New York. I've spent the past several years building automation inside Salesforce, from first-time implementations to orgs with hundreds of thousands of users.
My favorite work is the unglamorous kind: the report someone rebuilds by hand every week, the approval that lives in an email thread, the quote that takes an hour to format. I work directly with you from scope to handover. No account managers, no handoffs.
- Certified Administrator Salesforce
- Certified Advanced Administrator Salesforce
- Certified Platform App Builder Salesforce
- Certified Business Analyst Salesforce
- Finance degree SNHU
Tell me which task you'd like to stop doing by hand.
Book a free 20-minute call. If it's not a fit, I'll tell you, and point you somewhere that is.