The CRM Firm’s leadership team brings together Salesforce-certified architects, developers, consultants, designers, and strategists across Consulting Core, Development Lab, Creative Studio, and Operations. Founded and led by Stephanie Hagan, the leadership team holds certifications across Sales Cloud, Service Cloud, FSC, Nonprofit Cloud, Marketing Cloud, Experience Cloud, and Agentforce — and leads a crew that brings those same standards to every client engagement.
Our Leadership Team
The whole crew is part Salesforce pros, part A Beautiful Mind problem-solvers, and 100% fueled by coffee, creativity, and getting things done right. We’re a mix of architects, developers, designers, and strategists — plus hikers, anglers, artists, and pop culture nerds — bringing sharp skills and good vibes to every project. No matter the challenge, our team is built to deliver intelligent, tailored solutions with integrity, ingenuity, and a little personality along the way.
Stephanie Hagan
CEO + Founder
Stephanie Hagan brings a wealth of experience in the Salesforce ecosystem, with a reputation for exceeding user…Stephanie Hagan brings a wealth of experience in the Salesforce ecosystem, with a reputation for exceeding user expectations and delivering thoughtful, end-to-end solutions. She is a trusted advisor and problem solver with a passion for addressing real user needs and driving meaningful outcomes. With a diverse background in CRM, marketing automation, ERP, and product innovation, Stephanie leverages vast expertise, from architecture to configuration, to design and implement high-impact, scalable software solutions. Read more
Sarah Burt
VP OF CONSULTING
With more than 16 years of experience, Sarah Burt knows how to turn complex technology challenges into…With more than 16 years of experience, Sarah Burt knows how to turn complex technology challenges into meaningful business results. Her background spans CRM strategy, digital transformation, enterprise technology implementations, and customer experience. She works alongside executive stakeholders to connect business goals, technology investments, and operational processes so organizations can modernize their systems and improve performance. Sarah leads consulting delivery, solution architecture, implementation strategy, and client success, guiding CRMF teams from big-picture vision to real-world execution. Her expertise also includes business process optimization, enterprise integrations, technology modernization, organizational change, and strategic consulting, all focused on creating measurable business value. Read more
Amy Hendershot
VP OF OPERATIONS
Amy Hendershot has over 20 years of experience with a Fortune Global 500 professional services company, delivering…Amy Hendershot has over 20 years of experience with a Fortune Global 500 professional services company, delivering strategy, consulting, digital, technology, and operations solutions. For more than a decade, she led large-scale, complex, multi-million-dollar implementations for publicly traded companies. She also spent significant time in Quality Assurance, helping delivery teams reduce risk, control costs, prevent schedule overruns, and consistently deliver with excellence. Read more
Jordan Pesusich
CHIEF INNOVATION OFFICER
Mr. Pesusich is an experienced IT and software professional with a strong background in engineering, architecture, and…Mr. Pesusich is an experienced IT and software professional with a strong background in engineering, architecture, and Salesforce development. His career includes roles in IT support, software engineering, and product architecture, where he focused on Salesforce integrations and AWS cloud infrastructure. Jordan delivers secure, scalable Salesforce and AWS solutions across industries and provides expertise in security analysis and best practices. Read more
Frank Trocciola
VP OF TECHNOLOGY
Frank Trocciola is the IT Director at The CRM Firm and a member of the company’s leadership…Frank Trocciola is the IT Director at The CRM Firm and a member of the company’s leadership team, where he plays a key role in guiding organizational strategy, operational priorities, and client delivery. Since joining the firm in 2017, Frank has been instrumental in scaling the company’s internal technology environment while supporting customer implementations across Salesforce and other CRM platforms. In his current role, Frank oversees all aspects of IT operations, including infrastructure, system administration, security, and technology support. He is responsible for ensuring the reliability, performance, and security of the systems that support both internal teams and client engagements. Frank brings over 25 years of experience in IT leadership, infrastructure management, and CRM technologies, with a career spanning enterprise environments, consulting, and high-growth organizations. He is known for his ability to bridge technical execution with business strategy, driving efficient, secure, and scalable technology operations. Read more
