CRM Hacker | Driving ROI & Efficiency with Salesforce

More Than A Salesforce Consultant

Jonathan has been a trusted partner to Blueprint Roofing throughout our Salesforce implementation and beyond. He took the time to understand how our business actually works, then built Salesforce around our sales, estimating, scheduling, and production processes. Jonathon truly gets it. He has helped us customize our opportunity pipeline, automate key workflows, connect Salesforce with other systems we use, and troubleshoot issues as our needs have evolved. What makes Jonathan different is that he understands both the technical side of Salesforce and the operational side of running a business. We can explain the outcome we need, and he figures out the best way to make it work. Most recently, he helped us navigate a difficult Salesforce renewal. He took ownership of the situation, communicated directly with Salesforce, stayed on top of the process, and helped us reach a fair resolution that matched what our business actually needed. Jonathan is super responsive, straightforward, brilliant, and genuinely invested in his clients’ success. I highly recommend him and CRM Hacker to any business looking for someone who can improve Salesforce, solve complicated problems, and own the work from start to finish. Thank you for everything, I look forward to working with you for years to come!

Invaluable business partner

I’ve had the pleasure of working with Jonathan since 2019, and in that time he has supported me through every stage of my career—from my very first day in Sales Operations to my current role as Chief of Staff & Head of Business Operations. Jonathan has been an invaluable partner throughout. From handling ad-hoc requests to training me on Salesforce fundamentals, Jonathan has consistently gone above and beyond. He led a complex migration and full Salesforce rebuild for us in record time, delivering exceptional quality under tight deadlines. His ability to balance speed, precision, and strategic thinking is unmatched. What truly sets Jonathan apart is his reliability and deep expertise. He’s my go-to consultant because I know I can trust him to not only execute flawlessly, but also to proactively guide us toward the best solutions. He stays on top of the latest Salesforce capabilities, brings a genuinely consultative approach, and always takes the time to understand our broader business goals rather than simply responding to requests at face value. There are many Salesforce admin consultants out there, but Jonathan is truly the best I’ve worked with. Knowledgeable, responsive, thoughtful, and an all-around great person—he’s been a critical partner to our business for many years. I recommend him without hesitation.

Exceptional SFDC Expertise and Truly Collaborative Partnership

Working with Jonathan from CRM Hacker has been nothing short of exceptional. He has become a true extension of our team—fully invested in our success, proactive in his approach, and consistently bringing clarity and momentum to every Salesforce initiative we’ve taken on together. One of the most impactful projects we partnered on was a full migration from one Salesforce instance to another, a complex effort that touched nearly every corner of our business. Jonathan not only executed the technical components flawlessly, but also brought invaluable strategic thinking to the table. He constantly asked the right “why” questions—pushing us to clarify our goals, challenge legacy processes, and ultimately design a system that serves our future state rather than replicating old inefficiencies. Jonathan’s expertise across the Salesforce ecosystem is truly world-class. From data architecture, automation, and declarative configuration, to integrations, and advanced reporting, he operates with a level of proficiency and confidence that gives you absolute trust the work will be done right. He has a rare ability to translate complex Salesforce functionality into clear business impact, ensuring that technical decisions align directly with organizational objectives. Above all, Jonathan is an absolute delight to work with—responsive, thoughtful, collaborative, and consistently going above and beyond. He communicates proactively, listens deeply, and never hesitates to jump in where needed. It’s rare to find a consultant who is both technically elite and genuinely enjoyable to partner with. If you’re looking for a Salesforce consultant who combines top-tier technical ability with strategic insight and a team-first mindset, Jonathan at CRM Hacker is outstanding in every way. We couldn’t recommend him more highly.

The guy to use

I strongly recommend jonathan / CRM Hacker for work on Salesforce and any IT work, frankly. Communicative, professional, and generally pleasant; he just does what he says he will.

Excellent work, solid turnaround times, and great communication

CRM Hacker (Jonathan) has been contracted to assist our company on many occasions. Our sales force was a mess 2-3 years ago. Sales cadences were out of order, digital adobe sign agreements weren't sending properly, and leads weren't porting into our CRM from our digital ads campaigns. He fixed all of it! Everything was done accurately, he communicated punctually, and fixed what we needed within a very solid turnaround time.

Great Partner, Highly Recommended

CRM Hacker was essential at helping us scale our complex Salesforce automations and lead routing systems during a period of rapid growth. Very knowledgeable about numerous platforms and great to work with, Jonathan brought top-notch project management and a lot of momentum to our engagements.

World class expert

Jonathan helped Placer.ai build their entire marketing and sales tech stack right when we went to market. He is what I call a 'full stack' SFDC consultant and is an expert builder. He's an A+ communicator, incredibly smart and a world class problem solver. If you need ANYTHING relating to SFDC, you'd be foolish not to use Jonathan.

Highly Recommend CRM Hacker!

If you are looking for a highly skilled and knowledgeable Salesforce developer and consultant to handle your Marketing and Sales tech stack, look no further. We relied heavily on CRM Hacker for 3+ years to implement new technologies, optimize our Salesforce flows and performance, and troubleshoot issue areas. There is no task too big or too small for CRM Hacker. Plus, they are a joy to work with!

Staffing Agency leveraging CRM Hacker to optimize sales process

CRM Hacker is so much more than just a salesforce consulting agency. They truly helped with our entire GTM motion. They tailored an entire staffing process and developed custom objects in Salesforce specifically for your needs to help us scale the business. We segmented or contacts into candidates and prospects, which helped effectively track both sales deals and the statuses of the candidates that we looking to place. We also implemented activity tracking and reporting to streamline everything. Highly recommend!

Amazing Support & Knowledge

CRM Hacker helped our team transform our use of Salesforce for the better. When I started our B2B team, we installed the basic functionality and foundation of Salesforce to at least get us up and going as we figured out what our needs would be. CRM Hacker then cam in and completely transformed our workflows, processes and instantly made the team more efficient. It was a game-changer for us and allowed my team to hit their goals even faster and focus on stretch targets. I can't recommend CRM Hacker enough. They took the time to understand the business, what the sales team needed and where it wanted to go and then proposed solutions to get us there.