Systems & CRM
Make your tools work together and give your team a clearer way to work. I help businesses connect marketing, sales, and operations through CRM design, workflow improvements, and useful reporting.
1
Salesforce & CRM
Plan, configure, and improve a CRM around your actual process. Support includes Salesforce administration and development, pipeline structure, data organization, and practical improvements for everyday users.
2
Workflows & integrations
Connect the steps between an inquiry and the next action. Map lead routing, follow-up, call systems, chat tools, and integrations to reduce manual handoffs and make ownership clearer.
3
Reporting & call intelligence
Create dashboards and reporting that reveal what is happening across your customer journey. I’m also building Newave IQ to help teams understand conversion gaps, objections, and coaching opportunities in calls.
4
How we work together
We start by mapping your current tools, process, and pain points. I recommend priorities, build and test the agreed changes, and help your team use them. Support can be project-based or ongoing.
