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Wayfinder
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- Certified PeoplePeople employed by the consultant who hold Salesforce certifications that align to competencies
- 1
- CertificationsThe number of certifications held by people at this organization that align to competencies
- 5
Most consultants have seen Salesforce from one angle. I've seen it from three over 15 years. → Salesforce Customer → Salesforce Global Implementation Partner → Salesforce Employee Now, I'm an independent consultant ready to solve your top challenges.
Description
Are you getting the most value from your Salesforce investment? Whether you’re managing Salesforce solo or your admin resources are stretched thin, I help small-to-medium businesses and nonprofits unlock the ROI hiding in their CRM. Hey, I’m Mike—and I work with small-to-medium businesses and nonprofit teams who are juggling Salesforce alongside everything else. Maybe you inherited Salesforce management when someone left. Or you’re the admin but also handling marketing, ops, support, and whatever else needs doing. Either way, your Salesforce implementation probably isn’t getting the attention it deserves. With 20+ years in CRM across regulated industries like Financial Services and Healthcare, I help businesses get their Salesforce working optimally without unnecessary overhead.
Highlights
Strategy CRM continues to evolve and requires a solid understanding of how to leverage people, process, and technology in a regulated environment. I can supercharge your CRM strategy to develop a right-sized approach that delivers rapid results.
People I listen and care deeply about the success of my clients. My approach is informed by my experiences with higher education, startups, and several top-tier SaaS organizations (including Salesforce).
Process Alignment across teams is critical for organizational efficiency and a seamless customer experience. I can help map and optimize your cross-functional processes. I can also guide you through the hype to determine the best AI use cases.
Provider Details
- Social ImpactPledge 1%This company pledges 1% of their product, profit, equity, or time to support the community. Learn more about Pledge 1%
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Not getting ROI? Your B2B tech stack may be letting you down With more than 20 years of knowledge to develop your roadmap for success with AI, Data, and CRM, Wayfinder can help you find your best path forward. Wayfinder delivers a unique perspective driven by technology experience with AI, data, and CRM combined with Marketing and Sales domain knowledge that allows us to provide the highest level of client success. With extensive experience in CRM technology, we have worked with organizations from startups to non-profits to the largest global corporations to implement and enhance CRM to maximize ROI.
Geographic Focus
United States
Languages
English