About Me
Introduction
After years working with CRM systems, I’ve learned that technology alone doesn’t solve business problems. What matters is how well your tools and teams work together. I help organizations with:
- CRM Implementation that captures useful data while making daily work easier. I design systems people actually use, focusing on what information truly drives decisions and eliminates the friction that causes adoption problems.
- Customer Portals that let people help themselves. These connect to your core systems, giving customers access to what they need while reducing the workload on your team. Clear interfaces and smart workflows make complex processes simple.
- Commerce Solutions that make buying straightforward. I integrate payment systems, product catalogs, and customer records to create transactions that feel effortless on both sides of the sale.
- Team Alignment across marketing, sales, and customer success. I help these groups share goals, information, and processes so customers experience a single, coherent journey rather than disconnected interactions.
Working principles
Momentum Through Practical Steps
I focus on identifying high-impact, achievable next steps that maintain momentum. Sometimes that means configuring a critical workflow today rather than planning the perfect architecture for tomorrow.
Solutions-Focused Collaboration
CRM implementations often reveal competing priorities across departments. My approach isn’t about right or wrong, but finding the path that serves the entire revenue process. I bring a constructive “how might we” mindset to every challenge.
Connecting Strategy to Daily Operations
The best revenue systems bridge strategic vision and day-to-day usability. I work at both levels—designing the architecture that supports your growth strategy while ensuring the systems actually work for the people using them every day.
Data Architecture with Purpose
I build revenue systems with both analytics and adoption in mind. Clean data models and thoughtful metrics are essential, but equally important is how we position these systems to users. The most powerful CRM implementation combines robust data architecture with a compelling story about how it helps everyone succeed.