CRM Buildouts Tailored to Your Industry, Organization, and Workflow
"We are down to the girls only handling 5-6 pieces of paper per day. I hardly use computers at all and I use the new setup because it just walks me right through everything."
The CRM you choose is so much more than a piece of software.
It's the brain of your business.
The processes that originate from it often dictate success or failure.
I started my career in technology selling CRM and ERP solutions to the P&C insurance space.
Our discovery sessions partially focused on succession planning, because the CRM is that important to the future of the organization.
"We are down to the girls only handling 5-6 pieces of paper per day. I hardly use computers at all and I use the new setup because it just walks me right through everything."
I'm a certified HubSpot developer and can build CRMs on other SMB-focused systems, such as Zoho.
My years of experience leveraging Salesforce and Salesloft enable me to optimize operations in and around these tools, plus many more.
Whether you are planning on attacking the consumer market, hunting SMBs, or gearing up for a push into a specialized or regulated Enterprise space, I can work with you to ensure you maximize the utility of your tech investments.
I also optimize new solution integration to eliminate cumbersome or redundant activities, maximize ROI, optimize efficiency, and mitigate as much human error as possible.
Click the tiles above to see videos of specialized CRMs I've recently built or rebuilt.
