Very briefly touted as an opera singer, Sean found his true calling utilizing his extensive sales background to collaborate with clients and promote user behavior that correlates with their sales process. Sean is passionate about augmenting technical processes and user adoption to help businesses to pivot and evolve. Equipped with all the right questions he will guide you to your desired result.

Building upon a background in Social Work, Amber has established herself as stalwart in the non-profit organization management industry. In addition to the Nonprofit Cloud Consultant, Platform App Builder, and Administrator certifications, Amber has nearly a decade’s worth of Nonprofit Salesforce consulting experience where she is lauded for her proactivity, high level of organization, rationality, and excellent communication skills.

The self-proclaimed “Lord of the Nerd Herd”, Kyle is a Salesforce developer and admin with experience in javascript, HTML Apex, and various other Salesforce elements. He is Conga product certified, which means he know lots of sales-based processes. While at The CRM Firm, Kyle helped pilot the design and development of FirmWorks Notes.

A creative, diligent, and pliant digital professional with more than a decade’s worth of experience, Erin has the savvy and experience to handle any implementation and provide high-level support and training for web and SaaS applications. Erin provides an open, communicative, and collaborative environment, from initial business and process analysis through solution design and implementation, which culminates in the best possible solution to meet your particular project’s needs.

A lifelong enigmatologist and modern-day AI enthusiast, Lidi leverages her 10+ years of experience in the Salesforce ecosystem and an aptitude for systems architecture and construction to provide clients with cogent, comprehensive, and comprehensible solutions. Additionally, she is a LEGO master builder of process flow automations, assembling standardized, modular components and creatively combining them to construct flexible workflows tailored to a client’s specific business needs.

• 7 x Salesforce Certifications, including: Experience, Service, and Sales Cloud Consultant, AI Associate, Platform App Building, Salesforce Admin
• Lover of Brazilian music, including Caetano Veloso … and the maestro that was original Ronaldo
• Exists in the intersection of a venn diagram of yoga, meditation, and analysis paralysis

If you were to ask Joie, she’d tell you she is an “average suburban mom” and a “good” Salesforce consultant, when, in point of fact, she excels at both positions. Joie is highly organized, detail oriented, a keen observer, and possesses outstanding interpersonal skills, all of which are indicative of exemplary parent and consultant. In addition to the Salesforce Administrator, Advanced Administrator, and Platform App Builder certifications, Joie is an automation and flow guru who quickly identifies problem areas, develops streamlined processes, and helps put them into practice to improve efficiency and data quality.

• 13 Years in the Non-Profit Sector
• TaskRay, Formstack, and Mogli
• Lives for Thanksgiving. Loathes Halloween.

A Boilermaker living in the “Red Stick” city and exceptional tech fanatic, Justin has a predilection for deciphering business processes, product development, and cultivating strategic partnerships. His polite, professional, and conscientious approach paired with his expertise and responsiveness makes Justin an invaluable member of any team.

Born and raised at 9,000 feet, Vanessa has an aptitude at altitude translating clients’ business needs into clear, actionable IT and database solutions. She excels at creating an open, client-centric, collaborative environment where her communication skills and product knowledge stimulate the development of succinct and effective flows.

While she may not be a fan of Queens of the Stone Age, Melanie does a lot more than simply “Go with the Flow.” With over 20 years in the tech industry, she has evolved into maven at converting workflow rules and process builders to flow. Melanie also holds Salesforce certifications as a Nonprofit Cloud Consultant, Administrator, and Platform App Builder with an affinity for Formstack.

Derek joined the CRM Firm as an on-demand admin and problem-solver for a variety of clients but has progressed to consulting on both small and large team projects. He first ventured into the world of Salesforce when his real estate business required CRM, web, automation, and integration solutions beyond what ten smaller CRMs could provide. Earning the Salesforce Administrator, Advanced Administrator, Platform App Builder, and Sales Cloud Consultant certifications, as well as a Trailhead Ranger, Derek is fluent in the Salesforce ecosystem with a particular affinity for flow development and implementation.

In addition to globetrotter and gourmand, Nelly’s carte du jour includes Salesforce Administrator, Advanced Administrator, Platform App Builder, and Account Engagement Specialist certifications. Using technology as an instrument for optimizing business processes, Nelly approaches each project with focused precision providing clients with necessary ingredients for success.

After a decade in the sports and entertainment industry and acquiring the Salesforce Admin, Business Analyst, and Platform App Builder certifications, Marisa excels in the fast-pace and ever-changing landscape of the ecosystem. Her ability to assess, problem-solve, inform, and execute efficiently and effectively makes Marisa in an incredible asset for any project.

Mindful, methodical, and meticulous, Mina has a passion for deciphering complex business problems and creating analytical efficiencies. A consummate professional with an affinity for juggling multiple priorities, meeting tight deadlines, and maintaining the highest level of customer service makes Mina an incredible team member.