Salesforce consulting for sales leaders
We get sales teams
to actually use Salesforce.
We align your sales process, Salesforce platform, and people — so your CRM becomes a tool your team actually wants to use, and your managers will use to improve performance.
Est. 2006Led by sales leaders, not adminsProsci® change management certifiedServing North America
You've invested heavily in Salesforce. But technology alone doesn't improve sales performance. We make it pay off — by aligning your sales process, your platform, and your people.
01 — Sound familiar?
The challenges we solve every day.
Most of our clients have already invested heavily in Salesforce — and are frustrated by what they're getting back.
/01
Low user adoption
Reps treat Salesforce as an admin chore, not a selling tool.
/02
Unreliable forecasts
Pipeline reviews built on data nobody in the room trusts.
/03
Poor data quality
Incomplete records and inconsistent entry across the team.
/04
Inconsistent processes
Every rep runs deals their own way, stage by stage.
/05
Managers without a playbook
No visibility, no cadence, no development plan.
/06
An overly-complex CRM
Years of customization that make selling harder, not easier.
These aren't technology problems. They're alignment problems.
02 — The P3 Framework
Process first. Platform second. People throughout.
Unlike firms that begin with technology, we begin with the sales organization. Technology should support great sales management — not replace it.
P1
Process
Salesforce should reinforce an effective sales process — not attempt to create one. We define your methodology, stages, pipeline reviews, and forecasting — and develop the managers who lead them.
P2
Platform
Technology should make selling easier, not harder! We audit configuration, automation, reporting, and data quality — then simplify. Simpler Salesforce platforms deliver greater adoption.
P3
People
Technology projects don't fail because software fails — they fail because people never adopt new behaviors. We build lasting change with the Prosci ADKAR methodology.
03 — Our Flagship Solution
ProSell™
A structured transformation program that aligns Process, Platform, and People to help your organization realize the business value you expected from Salesforce.
Every ProSell™ engagement is tailored to your organization, combining executive assessment, sales management development, playbook design, Salesforce optimization, and change management into a structured engagement that delivers measurable improvements over time.
Our objective is simple: align Process, Platform, and People so Salesforce becomes a strategic tool that improves adoption, visibility, accountability, and sales execution.
Talk to us about ProSell™Every engagement combines
- Executive discovery
- Sales management assessment
- Sales process design
- Sales playbook development
- Salesforce platform optimization
- Salesforce training
- Sales manager coaching
- User adoption strategy
- Change management
- Performance measurement
04 — What makes us different
Most Salesforce
partners start with
technology.
We start with sales leadership.
We're intentionally a small team of experienced sales leaders. Between us, we've served as Sales Managers, Directors of Sales, Vice Presidents of Sales, executives, trainers, consultants, and change management practitioners. We've spent our careers leading sales teams that relied on Salesforce every day, and we've learned that successful CRM implementations aren't primarily technology projects—they're sales transformation projects.
Our experience has shown us that organizations get the greatest return from Salesforce when three things come together:
- Well-defined sales management practices and sales processes.
- An optimized Salesforce platform.
- Effective training, coaching, and change management that drives lasting adoption.
We have many years of experience leading B2B sales teams.
ManufacturingPharmaceuticalConsumer GoodsTechnologyIndustrial DistributionOil & GasDisaster RecoveryProfessional ServicesFinancial Services
05 — Client results
Across more than 1,500 post-training survey responses
0.0 %
rated the training as engaging
0.0 %
said the training was relevant to their role
0.0 %
said the training helped them perform their job better
0.0 %
left feeling more confident using Salesforce
0.0 %
of sales leaders said they were more comfortable using reports and dashboards
0.0 %
of sales leaders felt better prepared to coach their teams
Mark's clear and engaging presentation helped me better understand the platform's features, particularly how to effectively manage sales opportunities and track progress… I feel more confident using Salesforce to drive our team's success.
Mark's the man! He's the guy you want to bring in to train your Salesforce technical and business users. Very engaging, and presents lots of analogies that help learn abstract concepts.
Bill was extremely knowledgeable not only on the Salesforce side but also on Canon Medical's customized version of Salesforce modules. He did his homework very well. He kept the audience engaged throughout the session. Good work Bill!
Extremely clear presentation, easy to follow, with plenty of opportunities to ask questions.
This was by far one of the best, most relevant trainings that have been offered at NPD. I found a lot of value in this session because Mark lets trainees know that they're not crazy for thinking that Salesforce is NOT intuitive to use, and he starts off at the foundations.
Really enjoyed this training… I wish I could have gone through this during my new hire training!
The training that Mark provided was the best training we have had as managers since we started using Salesforce. He opened our eyes to all the capabilities that Salesforce has to offer… We need more training on the manager level, and now for the entire sales team to ensure we have full integration, buy-in, and adoption as a company. Salesforce is ultimately supposed to be a revenue-generating CRM. Mark will be able to show us all how to do this.
Best training I have EVER participated in. Great job!
Mark Christie was awesome! He presented in a clear, engaging way.
Free executive guide
Why Salesforce fails sales teams — and how to fix it.
A practical diagnostic for sales executives: the warning signs of misalignment, and the P3 questions to ask before your next Salesforce investment.
06 — Insights
Practical insights for forward-thinking sales leaders.
Ready to make Salesforce a catalyst for growth?
Every engagement begins with a discovery conversation. No pitch — just an honest look at your process, platform, and people.
Book a Discovery Call