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Getting less from Salesforce than you’re paying for?

Whether you’re managing Salesforce solo or your admin resources are stretched thin, I help small-to-medium businesses and nonprofits unlock the ROI hiding in their CRM.

Hey, I’m Mike—and I work with small-to-medium businesses and nonprofit teams who are juggling Salesforce alongside everything else.

Maybe you inherited Salesforce management when someone left. Or you’re the admin but also handling marketing, ops, support, and whatever else needs doing. Either way, your Salesforce implementation probably isn’t getting the attention it deserves.

With 20+ years in CRM across regulated industries like Financial Services and Healthcare, I help businesses get their Salesforce working optimally without unnecessary overhead.

Strategy

CRM continues to evolve and requires a solid understanding of how to leverage people, process, and technology in a regulated environment. I can supercharge your CRM strategy to develop a right-sized approach that delivers rapid results.


People

I listen and care deeply about the success of my clients. My approach is informed by my experiences with higher education, startups, and several top-tier SaaS organizations (including Salesforce, where I led initiatives to enable employees, partners, and customers).


Process

Alignment across teams is critical for organizational efficiency and a seamless customer experience. I can help map and optimize your cross-functional processes. I can also guide you through the hype to determine the best AI use cases to give your business an edge.


Technology

With experience in technology spanning home-grown systems to SaaS apps to CRM platform leaders like HubSpot and Salesforce, I’ve worked with startups, non-profits, and even the largest corporations to implement and enhance RevTech stacks to maximize ROI. I can help identify areas for data cleanup, integration, and harmonization to build a solid data foundation.


Why Choose Wayfinder?

Trust

I’ve been where you are. I understand the pressure of managing Salesforce without dedicated resources and provide honest guidance about what actually needs fixing.

Knowledge

20+ years of CRM experience means I can quickly identify the 80/20 issues—the small fixes that deliver big results.

Flexibility

From quick 2-hour audits to comprehensive optimization projects, I adapt to your timeline and budget. No long-term contracts or team overhead.

Results

I’m your single point of contact who actually gets things done. No project managers, no handoffs—just someone who can dive in and solve your Salesforce problems.


What’s the one Salesforce issue that’s been bugging you for months?