Today
I am working on CRM and go-to-market Agentic projects to improve profitability, grow revenue, and drive operational excellence.
Here are some recent case studies:
- Digital Transformation Initiative for a $40M/Year Brand.
- Enterprise data normalization across M&A activity for a Publicly Traded company.
- Sales proposal and quote optimization in Salesforce for B2B SaaS.
- Marketing Automation deployment for a private care facility.
Current amusement
Building an open source headless CRM framework under AGPL-3.0 that applies best practices around enterprise revenue data architecture.
Notes
- Digital transformation initiative for a $40M/year brandIn under five months, a $40M-a-year experiential entertainment brand went from a patchwork of disconnected systems to one customer platform. Its teams can now see who their guests are, what they have bought and where the next sale is, and an AI assistant fields website questions and routes them to the right person.
- Solution Design Framework for CRM ProcessesA four-step framework (discovery, MVP, end-to-end documentation, and launch) for designing Salesforce solutions for enterprise go-to-market teams.
- Marketing Ops Career GrowthWhy change management is the skill that moves a Marketing Ops career forward, with six steps for proposing and rolling out a change.
- Student Entrepreneurs of the YearNamed the recipient of Sandler Training Calgary's 2017 student scholarship, a $35,000 year of sales and leadership training.