As a Fractional Technology Manager, I delivered a Salesforce rollout by providing executive-level CRM expertise without the six-figure headcount. Drawing on a career working with CRM systems, I ensured this implementation was lean, strategic, and “right-sized.”
Strategy & Procurement: Buying Smart
SMEs often over-buy. I acted as a platform-agnostic “translator” to cut through the sales pitch.
Tier Optimization: I audited existing processes to select the exact Salesforce tier needed, avoiding “license bloat.”
The Fractional Value: I provided the strategic roadmap in a few hours a week that would have taken an internal team months of trial and error.
The 80/20 Rule: Speed Over Complexity
My guiding principle was the 80/20 Rule to prevent technical debt:
80% Out-of-the-Box: We prioritized native Salesforce functionality to ensure the system stays compatible with automatic updates and remains easy to maintain.
20% Strategic Customization: Custom builds were strictly reserved for the unique workflows that provided a genuine competitive advantage.
Deployment: Expert Execution
I managed the 90-day sprint with a focus on Data Integrity—cleaning the “garbage” before it hit the new system—and mentored an internal “Champion” for daily support.
The Result: A sophisticated Salesforce foundation delivered with the wisdom of a veteran, at a fraction of the cost of a full-time hire.
If you would like to discuss your CRM requirements please get in touch.