Services
Salesforce Development
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Extend your Salesforce.com solution with custom elements to better support your organization and deliver more value, whether you are using the Classic or Lightning experience.
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Salesforce Project Services
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Augment your project team with an experienced CRM consultant to accelerate your timelines and reduce risk.
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CRM Program Management
Your CRM program represents a significant investment in capital and energy; maximize its value with the right people, processes and tools.
- Establish CRM program management structure
- Assess/implement change control processes for CRM
- Assist with development of CRM roadmap and roadmap development process
- Lead CRM program team
Sample Client Engagements
Named Account Program for a Mid-Market Software Company
- Developed Ruby scripting to divide 8,000 named accounts from Salesforce into cohorts and and equitably assign them to the account executive team, while enforcing the client’s business logic around account assignment.
- Developed an Apex-based automation engine to support the named account program, including scenarios such as account executive on-boarding and off-boarding, and out-of-territory account repatriation
Geographic Clustering Tool for Sales Territory Planning for an Elder Services Company
- Implemented a Visualforce solution to create geographic account clusters for a named account sales territory program.
- The resulting solution grouped over 150,000 Salesforce Accounts into ~1,200 named account territories according to the client’s business rules
Call Center Solution for Not-for-Profit Health Insurance Company
- Lead Analyst supporting deployment of call center application for 500 agents.
- New solution uses both data integration and web services to create a unified application that interacts with multiple back-end systems
- Acting as Product Owner for the solution in a Scrum development model
- Other responsibilities include requirements gathering, solution design, and roadmap development
Certifications
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Publications
CRM Fundamentals
Published 2011 by Apress | ISBN: 978-1-4302-3590-3
A critical and comprehensive resource for executives and project leaders tasked with managing customer relationship management (CRM) initiatives. It provides an introduction to CRM and how it delivers value to organizations, and describes the process to build and execute a CRM roadmap successfully.
Contact
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Scott Kostojohn Principal  
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