Make the CRM useful.
Integrating AI with Salesforce or any other CRM, configuration, field mapping, reporting, and everyday administration. All with your sales workflow guiding the decisions.
MuleSpring · Sales operations consulting
You focus on selling.
I'll focus on
your data and apps.
It's startling to see how much AI can enable your sales tools and processes. It still requires someone who knows your business and makes that enablement their daily focus.
Let’s talk about what you need ↗Software sales experienceHands-on systems workAI in the workflowHourly consulting
The question behind the tools
Could you do
this yourself?
Probably.
Is that where your time belongs?
You have deals to close, people to manage, and customers who need your attention. Cleaning a list, learning what changed in your CRM, fixing a cadence workflow, and figuring out how it all should connect can fill a day before you know it.
Of course, AI helps with that work. But, it still takes time to understand the problem, decide what should happen, make the changes, and confirm it all works.
You don't have to provide your own sales operations support.
What you’re paying for
Someone to own
the details.
And follow through.
Your systems should support the way your team sells, from finding a prospect to managing a pipeline. That means understanding the business before changing the tools.
My job is to stay focused on your sales operations: what needs fixing, what can be simplified, and how to make the tools more useful to the people selling.
01Understand the business reason for the work.
02Use the right tools, including AI, to get it done.
03Confirm the result and continue improvement.
What that looks like in practice
The work behind
a working sales team.
Sometimes you need a specific problem solved. Sometimes you need someone to keep the whole operation moving. We can start by organizing what’s in front of you.
Connect the tools.
Work through the handoffs between your CRM, sales engagement, prospecting, and other platforms so your team spends less time moving information around.
Put AI to practical use.
Like everyone else, we'll find places where AI can help your sales operation. But, we'll first ensure AI belongs and actually makes your workflow better.
Keep paying attention.
Refine workflows, resolve friction, and keep up with changes in the tools. The details need an owner after the initial setup, too. Whether it's me or a member of your team I hand it to on my way out.
A practical way to get help
Experience. Flexibility. Persistence.
Work directly with me at an affordable hourly rate.
Bring me a specific project or an ongoing need for sales operations support and we’ll talk through what you need, agree on the scope and rate, and get to work.
Start with a conversation
What’s taking you
away from selling?
Tell me about your team, your tools, and the work you haven’t had time to get to. We’ll see where I can help.
Find a time with Scott ↗Choose a time through Calendly.