Like golf Hall of Famer and legend, Arnold Palmer, Stephanie believes that success is achieved through “strength of mind and character.” As a 20+ year veteran in the technology space, she boasts an exemplary accounting, business, and development acumen, which produces end-to-end solutions that consistently surpasses client expectations. A trusted advisor and innovative problem solver with excellent consultative, interpersonal, communication, facilitation, and team-building skills, Stephanie started The CRM Firm eight years ago upon a simple foundation: Integrity, Innovation, and Inclusion.

• Financial Services, Engineering, Manufacturing, Distribution, & more
• Salesforce, Pivotal CRM, Microsoft CRM
• Microsoft Dynamics SL, SQL Server, Crystal Reports, SSRS, ACCPAC, TargIT Business Intelligence
• Shockingly unaware of who Carl Spackler is

Following her chosen career path, Sarah spent her first 9 years exclusively focusing on consulting and leading countless Salesforce implementations. In addition to her Salesforce Administrator, Non-Profit Consultant, and Sales Cloud Consultant certifications, Sarah is adept at database administration and design, as well as data-analysis and migration. Sarah has an affinity for working and collaborating with nonprofit organizations helping them extend the features of Salesforce so they can spend less time with admin and more time on their mission. Clients hail her as a detail-oriented, dynamic, efficient, and patient leader whose knowledge and expertise is unequivocal.

• Business Strategy
• Executive Management & Organizational Leadership
• Sales Management & Operations
• Raised alongside gators

Hiding behind Katie’s love-hate relationship with spelling and grammar lies a technologically astute savant with a vast Salesforce knowledge base. Don’t let her job title fool you, for nearly 20 years Katie has worked in and evolved with the tech market, acquiring numerous certifications and an preternatural understanding of Salesforce architecture. She draws upon that experience to help develop unique solutions for complex problems, creating magic out of the mundane, and show you the value and art of what is possible.

• Salesforce Architecture & Consulting
• Outside the box solutions
• Claims to be able to rap, while also knowing a LOT of show tunes

Resident Swifty and globetrotter, Amy is a 20+ year Information Technology and Services stalwart. With a deft touch and world of experience, Amy is an exceptional client liaison with years of experience in Business Operations and running Strategic Programs. Her calm, confident demeanor and excellent communication and organizational skills make Amy an incredible asset to the CRMF team.

• Business Operations
• Client Delivery
• Consulting Services
• Project & Program Management
• Hates the cold … but, climbed to Everest Base Camp & some of the nearby peaks

The CRM Firm’s very own Kevin Flynn, Jordan is a software enthusiast and technophile who enjoys writing code to run on anything from a microcontroller to cloud infrastructure. A certified Salesforce Platform Developer I + II, Administrator, and Platform App Builder, as well as an extensive list of coding languages, too many to name, he lives and breathes the coding matrix of the ecosystem developing solutions and efficiencies that bring magic to the mundane.

• Software Engineering + Programming
• Software Development Life Cycle
• Amazon Web Services
• Steven Wright of the Salesforce Ecosystem

Management professional with 25+ years of combined experience managing teams, providing expertise and leadership in project, program, and IT management. After 12 years in the United States Navy as a submariner, Frank became a Microsoft Systems Engineer and thus started his long consulting history. He is certified and adept in multiple CRM systems, but primarily focuses on Salesforce at present. Off the clock, you may or may not see Frank partaking of the beaches of Florida’s Space Coast.

• Certified Salesforce Administrator
• 20+ Microsoft Certifications, including MCSE, Exchange, SharePoint, SQL Server
• Would win Jeopardy about all things Punk
• Escape Room aficionado with an escape rate of over 85%