CRM Setup & Integration
Set up Salesforce and connect it with tools such as support desks, Jira, email, Slack, and Google Workspace so teams can work from a shared customer record.
Keep Salesforce aligned with how your business actually works. Ventus Optera helps growing companies organize CRM data, connect Salesforce with the tools around it, improve reporting, and build practical workflows that reduce spreadsheet dependence. With remote support across the US and hands-on operations expertise, your team gets a clearer system without losing ownership of its data or processes.
Practical Salesforce support for cleaner data, connected systems, useful reporting, and workflows built around your business.
Set up Salesforce and connect it with tools such as support desks, Jira, email, Slack, and Google Workspace so teams can work from a shared customer record.
Move information from spreadsheets or legacy systems, map how data flows, and create reporting that gives your team one trusted place for recurring business questions.
Build or improve customer help centers and internal knowledge bases in Salesforce, with connected tools and access organized around what each audience is cleared to see.
Salesforce should reflect the way your business operates, not force your team into disconnected workarounds. Ventus Optera combines operations improvement with CRM implementation and integration, helping you organize customer information, connect surrounding systems, and create reporting your team can trust. The work is designed for small and mid-size businesses across the US that have outgrown spreadsheets or generic tools.
Get Salesforce guidance from an operator who understands both business processes and the systems that support them.
Workflow assessment comes before implementation, so Salesforce supports the work instead of adding another layer of complexity.
The same hands-on perspective connects CRM configuration, integrations, reporting, and practical process improvement for US businesses.
Clients retain ownership of the software and data built for them, rather than becoming dependent on disconnected spreadsheets.
Recommendations focus on the fix that lasts, including whether buying, simplifying, or building is the right path.
Hands-on operations and product expertise for practical Salesforce improvements.
Founder, Operations and Product
Michael O'Brien is the founder of Ventus Optera, an operations and product firm based in Boston, Massachusetts. With a decade of hands-on operations experience at industry leaders including Uber, iAdvize, and Boston Dynamics, Michael brings a rare combination of operational insight and technical skill to every engagement. He personally writes the software he builds for clients, allowing him to translate real-world workflow challenges directly into practical, owned solutions. His expertise spans process improvement, custom software development, CRM integrations, and AI-enabled automation tailored to how each business actually operates. Michael is deeply committed to helping small and mid-size businesses move beyond spreadsheets and generic tools, ensuring clients retain full ownership of the systems and data built for them. His approach centers on practical assessment, clear prioritization, and targeted execution that drives lasting operational improvement.
A Salesforce administrator helps keep the CRM organized, useful, and aligned with business workflows. Support can include setup, data organization, integrations, reporting, help center connections, and process improvement. Ventus Optera approaches administration from both an operations and technical perspective, so recommendations consider how information moves through the business rather than treating Salesforce as an isolated tool.
Talk through your CRM workflow, reporting, integration, or administration needs.
Share how your team uses Salesforce today, where work breaks down, and what you want the system to do better. Ventus Optera can help clarify the next practical step.
You can also send us a quick email at michael.obrien@ventusoptera.com.
You can also send us a quick email at michael.obrien@ventusoptera.com.