Salesforce services starting with the question “what are we trying to create?

You bring the expert knowledge of your business. I bring the Salesforce know how.

Amanda smiling with arms crossed

Salesforce is the Tool, Your Mission is the Reason

Too many businesses are spending time and money customizing systems that no longer fit how they work—or investing in shiny AI tools without understanding what problem they’re trying to solve.

Technology should serve your business strategy, not the other way around.

I help turn complains into outcomes.

For example: “We don’t trust our data” becomes “We can forecast opportunities accurately.” or “We can report our impact to stakeholders.”

“People hate using it.” becomes “Our reps find it helpful to keep their opportunities in Salesforce.” or “Processes that used to take hours are now minutes.”

Salesforce is an incredible platform when it’s aligned with your organization’s goals. It’s also expensive, complex, and often overbuilt for what many service-based businesses actually need.

The question isn’t:

“How do we get more out of Salesforce?”

The question is:

“What’s the best way to accomplish what our organization needs next?”

We’ll evaluate:

  • How your team actually works.
  • What information you need to make decisions.
  • How to apply Salesforce to create value.

You’ve been on the other side of sales calls. You know pressuring people doesn’t make for good working relationships. So does Amanda.

Peaceful Tech Decisions

Let’s figure out what changes in Salesforce makes sense for your organization.

Amanda is a compassionate listener and asks pertinent questions that makes the speaker think out of the box.

CARRIE R.

You make people slow down and think.

TIM T.

Thanks for your continued inputs on our core process and keep it coming!

TOM C.

Track Record

  • BA Physics, The Ohio State University
  • MA Counseling Psychology, University of Minnesota
  • Former College Dean
  • 5 years as a Consultant in Higher Ed/Salesforce
  • Business owner since 2018
  • 11 Salesforce Certifications
  • Robert Fritz Structural Consulting Certified