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Implementation, integration and automation, done properly
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We had a great experience working with Josh on several interconnected initiatives, including our HubSpot integration, lead workflow scenarios, ABM planning, and Salesforce process improvements. Josh brought a thoughtful and practical approach to the engagement and consistently raised questions and considerations that our team hadn’t thought of. He helped us turn complex requirements into a clear path forward, outlining what needed to happen, how the pieces fit together, and where we needed to go next. He was also extremely hands-on and always willing to jump in, work through a challenge with us, or talk through different options before we made a decision. Throughout the project, Josh was highly communicative, responsive, and professional, which made him feel like an extension of our team rather than an outside consultant. His combination of Salesforce expertise, strategic thinking, and willingness to get into the details added a lot of value to our engagement. For teams considering working with Josh, my advice would be to involve him early and give him context on the broader business goals—he asks great questions and can help identify opportunities or considerations you may not have initially had on your radar. Overall, it was a great experience, and I would highly recommend working with him.
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