I help small and mid-size businesses get more out of Salesforce and Zoho, using AI to do the work faster and decades of CRM experience to make sure it's right.
AI-assisted with Claude and Grok
The kind of gap that's easy to miss when you're moving fast, and costly when it goes out the door.
Since February 2026 I've run a $70M distributor's Salesforce Sales Cloud, Marketing Cloud, and Data Cloud with Claude and Grok as everyday working tools.
AI drafts the flows, segments, data queries, field maps, and documentation. That time goes back to your business instead of my invoice.
AI doesn't know which customer groups must be left out of a dealer promotion. I do, and I check every piece before it goes live.
When your staff build in the CRM with AI tools, I review their work so speed doesn't turn into costly mistakes.
Most of my clients are $10M to $100M businesses in distribution, manufacturing, and the trades.
A clear look at your setup, your data, and your reports, with a plain-English list of what's working, what's not, and what to fix first.
Someone on your team is moving fast in the CRM with AI tools. I review their work against how your data is really structured, so mistakes get caught before customers see them.
Users, permissions, record types, page layouts, duplicate records, and the reports your managers actually need.
New CRM setups, moves between platforms, and data feeds from ERP and point-of-sale systems that don't come with an easy connection.
Inbound leads up about 30% after adding an online estimator
Ongoing engagement since 2021, AI-assisted since 2026
Back then it was called sales force automation, and it shipped in the ACT! box.
Independent CRM consultant for Salesforce and Zoho clients across the Southeast. AI-assisted delivery with Claude and Grok since 2026.
Mount Airy, NC. 56 company-owned stores across five states, through a private equity acquisition.
Atlanta sales automation practice, listed in the ACT! box. Sold to GE Capital.
Based in Pilot Mountain, NC. I work on-site across the Piedmont Triad and remotely anywhere. The first conversation is free.