Salesforce & CRM
Administration, development coordination, pipeline structure, data organization, and usability improvements aligned with the way your team works.
SYSTEMS & CRM
Make your systems support your people.
Good systems make it easier for a team to understand what is happening and take the right next step. I connect the process, data, and people behind the tools.
THE WORK BEHIND THE WORK
Workflows & integrations
Lead routing, follow-up, call and chat workflows, and ownership rules that clarify how information moves between people and platforms.
Reporting & call intelligence
Dashboards and customer-journey visibility, including the call-intelligence ideas behind NeWave IQ, which I am currently building.
THE PROCESS
A clear scope.
A shared direction.
We map your tools, current process, and pain points, then prioritize improvements. Implementation includes testing and team training, with project or ongoing support as appropriate.
View my leadership and systems experienceTHE NEXT STEP
Have a project in mind?
Tell me what you're building, where you're stuck, and what you want to accomplish.