Salesforce MVP Hall of Fame · Certified Partner since 2010 · Chief Financial Officer
Pay for the seats you use. Report from the org you have.
License review, close and expense desks, and an honest no if the spend is not the problem. We will not invent a 200% return to win the brief. The first week is in the org, reading what already exists.
Certified Partner since 2010 · MVP Hall of Fame · 200+ agents in production · UAE and US desks
The week
What is actually broken.
The honest no: if the work is a software factory with a named delivery date, we are the wrong partner.
The work
What changes in the org.
What changed · Regional grocery retailer
Reps stopped keeping private sheets once the account held the history.
Approvals and seats · Slack with Salesforce
Spend approved with a record.
A discount is promised in a personal chat and found after the contract. A purchase waits in an email chain. We set up Slack so every approval has a requester, an approver and a line in the system of record.
The brief · two taps and an email
We work in real estate and right now, leads go cold before anyone replies.