CRM & Technology Advising
Objective advice on your CRM and the systems around it
Before you buy, rebuild, or expand, it helps to have someone who knows the platform look at the whole picture. We review how your business runs, the systems you use today, and where they fall short, then recommend a practical path forward, whether that means Salesforce or not.
Interviews with your key stakeholders, a review of your current systems and data, and a clear written recommendation with priorities, estimated costs, and trade-offs. You decide what to do next, with us or without us.
- Assessing whether your current CRM still fits your business
- Choosing between Salesforce products, editions, and add-ons
- Planning automation across sales, service, marketing, and operations
- Building a long-term roadmap for your Salesforce investment
- Planning training and user adoption
- Evaluating where AI fits, from Agentforce in Salesforce to Claude and OpenAI tools, and the governance each needs
- More than 10 years of hands-on Salesforce experience
- 12 Salesforce certifications, including architecture and Agentforce
- IAPP AIGP and CIPP/US certified, with a J.D., for AI governance and privacy questions
- Experience across healthcare, education, nonprofit, and the public sector
- Advice from the person who will do the work, not a sales team