We’re an eclectic group of Salesforce architects, consultants, developers, designers, and strategists. We are coffee drinkers, anglers, artists, hikers, pop culture enthusiasts, and animal lovers. And we are committed to doing and delivering our best work.
BUSINESS ANALYST &
PROJECT MANAGER
Alyssa Mangelsdorf
BUSINESS & CONSULTING COORDINATOR
Jonie Friend
ACCOUNTING MANAGER
Pat Kohmetscher
If bookkeeping is the financial heartbeat of a business, then Pat is at the heart of everything at the CRM Firm. Possessing great integrity, outstanding organizational and communication skills, and a keen eye for detail, Pat never misses a beat and maintains the rhythm of business. As the saying goes, "Behind every good Business is a great Bookkeeper."
SKILLS & NOTABLES
• Accounting
• Business Strategy
• Harley Davidson ... that says it all
A 20+ year veteran of the Project Management landscape, Elle [pron: Ell-ee] possesses the skill, experience, and acuity to help elevate any team or organization to the next level. She's worked across an array of verticals, from Telecomm, Finance, and Government to Health & Wellness and Non-profit, with a portfolio that includes the likes of Salesforce, Oracle IDM, Adobe Web CMS, Workday ERP, ServiceNow, F5 Big-IP, among others. Well-versed in Standard Process Delivery, Business & Competitive Analysis, Strategic Roadmap Planning, and Project and Vendor Management, Elle possesses the experience, skill, and savvy to ensure your project is handled properly from signature to final walk-through.
SKILLS & NOTABLES
• Cross-Functional Team Leadership
• PMI Certified PMP (Project Management Professional)
• Scrum Alliance: Certified Scrum Master
• When no one is looking ... aspiring Tap Dancer
At a very young age Alyssa possessed a keen eye and intuition for seeing where changes are occurring, assessing the situation, and pivoting with a befitting solution to ensure future success, a concept and ideology that is revered in the modern market. In addition to her proficiency in qualitative and quantitative analysis, Alyssa excels in program and operations management, which keeps projects moving forward smoothly and efficiently while avoiding unwanted pitfalls.
SKILLS & NOTABLES
• Business Process Analysis
• Program Management
• Business & Marketing Strategy
• Fondly nicknamed "Napoleon" as a young girl
A keystone of The CRM Firm, Jonie keeps our team working like a team. Jonie provides unwavering support across all departments from administrative and scheduling to event development and preparation.
"No one is more cherished in this world than someone who lightens the burden of another." ~ Joseph Addison
SKILLS & NOTABLES
• Strong Organizational and Communication Skills
• HR & Finance
• Secretly plans trips for her family without using points