The CRM PhD

When our original Salesforce implementation partner wasn't meeting our needs, Brian and his team stepped in at exactly the right time. They quickly assessed where the project had gone off track, helped us regain momentum, and partnered closely with stakeholders across our business to get the implementation moving in the right direction. One of the biggest factors in our success was their focus on developing clear, well-defined user stories. That process ensured the solution was designed around our actual workflows and business requirements, rather than forcing us to adapt to the system. Their collaborative approach, strong communication, and ability to translate business needs into an actionable implementation plan made all the difference.

We are a new business development team within an existing organization and needed a CRM solution that could work alongside our Sales organization's existing system. Brian and The CRM PhD collaborated with us to understand the details of our use case, our must-haves, and our nice-to-haves and proposed a solution that would satisfy our needs and within our budget. The team was communicative throughout the project, regularly checking in to share progress, roadblocks, or risks. They were also instrumental in guiding us to the proper set up that would work for us without adding significant custom builds and budget. The only bit of constructive feedback for The CRM PhD is that there were errors in production that we'd caught in sandbox testing that didn't get fixed for the push to prod. We discussed this in subsequent meetings and the team was able to quickly correct these errors. We would definitely work with The CRM PhD again in the future as our Salesforce app matures.

CRM PhD has been an outstanding partner, responsive, knowledgeable, and committed to helping us maximize the platform’s capabilities. They not only improved our Salesforce setup but also fixed critical issues in our existing systems. Their support has made a real difference in streamlining processes and driving real results.

The fundamental problem in front of us was getting a CRM structure in place so that we could move forward and build upon it. That’s what Brian at CRM PhD was able to help us see and do. Brian's experience in the industry is really what moved this bus at lightning speed. Working with someone that understands the pharmaceutical industry and how we fit into that, especially from a regulatory perspective, has been very productive.

Loved working with Brian, will do so in the future!

Brian is great@! He knows our org and how to help us out and fix things.

Great customer service from a legit Salesforce guru

Brian assisted my office with adding an SMS option to our existing Salesforce database. In short time and for a very reasonable fee, he implemented a user-friendly yet sophisticated SMS platform, in a way that our less-techy staffers easily understood. He helped us onboard an array of templates from email into SMS. And the whole project was done behind the scenes, without interrupting our daily workflow for a minute. During the project, Brian was highly accessible to speak via email and Zoom meetings, and I always felt "in the loop." I highly recommend Brian to anyone looking to improve upon their Salesforce database and take their business to the next level.