My trip to the testing center to take the Platform App Builder exam started with a bang—literally—when a shiny black Lexus slammed on its brakes, lost control and rolled over after zooming past me at about 70 mph. The next few seconds were silent except for the creaking of the Lexus as it settled back […]
cfwestbury helps you harness the power of your Customer Relationship Management (CRM) system with customized and clean Salesforce solutions.
By tailoring the world’s most utilized CRM to fit your business landscape, we empower you and your team to maximize the power of Salesforce.
We configure and manage your environment, and provide finely tuned dashboards and reports. We fit your unique business landscape so you get the most out of the world’s most utilized CRM software.
When possible, we use the "clicks, not code" philosophy, which delivers the simplest solution for your Salesforce needs.
From one-on-one sessions to group trainings, we ensure that everyone knows how to use your Salesforce implementation to their best advantage.
About cfwestburycfwestbury, llc is a Salesforce consulting company that helps your business use Salesforce like an expert. Together with you, we determine where implementation needs to be improved, whether it’s administration, workflow enhancement, or training, and ensure that everyone takes advantage of all the capabilities Salesforce has to offer. We work with you to maximize the power of the world’s most utilized CRM software.
- Ph.D., Physics, Queen's University at Kingston (1991)
- M.Sc., Astronomy, University of Toronto (1986)
- B.Sc., Physics, Queen's University at Kingston (1985)
- Interest Rate Swaps, New York University (1999)
- Financial Futures and Options in Risk Management, New York University (1998)
- Salesforce Certified Community Cloud Consultant: License 18611999
- Salesforce Certified Sales Cloud Consultant: License 16693401
- Salesforce Certified Service Cloud Consultant: License 17592079
- Salesforce Certified Platform App Builder: License 6440939
- Salesforce Certified Advanced Administrator: License 6967942
- Salesforce Certified Administrator: License 5753916
- Microsoft Certified Professional: Querying SQL Server 2012
- Certified ScrumMaster®
- American Astronomical Society
- Denver Museum of Nature and Science (2011-Present)
- Virginia Living Museum (1991)
5 refereed articles published in:
- Journal of Applied Physics
- Journal of Impact Engineering
- The Astrophysical Journal
- Science Applications International Corporation
- Defense Nuclear Agency
- Nuclear Regulatory Council
"I originally hired Cathy to help us streamline and standardize the Salesforce processes we've had in place for the CPR Underwriting team for several years, and to train the newer members of our sales staff. Having worked with Cathy at a previous company, I knew she would be efficient and effective at training our inexperienced account managers, and in helping me establish best practices for the team. After having her in for two full days of training (the sales team requested the second day with her!) we realized we had gotten much more than basic instruction. Cathy helped us clean up our database; simplified and customized the Salesforce User Interface, and identified new reporting opportunities that will make Salesforce a more effective tool for the entire team. Based on what we learned in these initial sessions with Cathy, I have already asked her to come back for quarterly checkups in our next fiscal year. She is a consummate professional, and a pleasure to work with!"
- Cynthia Railsback,
Director of Corporate Support, Colorado Public Radio
"One of the big projects I participated in upon joining the InVitria team was the development of some major upgrades to our Salesforce platform to ensure data integrity, implement new ordering systems, and standardize our lead handling protocol. As someone who had zero Salesforce experience at the time, this was a daunting and challenging task. Luckily, we enlisted the help of Cathy. She is extremely knowledgeable and skilled with regards to all things Salesforce and without her, this task would have been exponentially more difficult and time consuming. Our team has a variety of people with varying expertise when it comes to technology and applications, and Cathy was extremely patient when dealing with the most basic, to the most challenging questions and problems we presented. Cathy’s work was high quality and always completed in a timely manner. I’m looking forward to having the pleasure of continuing to work with her on future Salesforce projects." - Eric Edwards, Product Marketing Associate, InVitria
"Cathy was a pleasure to work with. She helped migrate a series of fundraising/development processes from an antiquated donor database to our system of choice, Salesforce. It was an incredible project for us, as we had only been using portions of Salesforce in the past. With the new functionality, we now have the ability to connect data dots in ways we only dreamed about before. From the initial stages of helping our organization determine our requirements for the system to helping upgrade the overall platform, the process was very engaging and always took into consideration the "RMMFI Way" of doing things. This was incredibly important for us, as we did not want to change who we are because of a technology tool. The project culminated with a supportive training on the new functionality and a commitment to help work out any outstanding questions or bugs that popped up. Overall, the project was a great success for our organization." - Rob Smith, Executive Director, Rocky Mountain MicroFinance Institute
A Word from Cathy“It is said that ‘physicists train for the unknown’, and I take that adage to heart. When I was a research scientist, I worked on many interesting and diverse topics and questions, none of which had a known outcome or path to follow towards the solution. It took research and problem-solving skills -- both of which I excel at -- to get results. As a Salesforce consultant, I apply these skills to help my clients get the best solutions for their business needs."
|Salesforce Advanced Administrator|
|Salesforce Community Cloud Consultant|
|Salesforce Sales Cloud Consultant|
|Salesforce Service Cloud Consultant|
|Salesforce Platform App Builder|