Your CRM and CS org shouldn’t be this hard. I help life sciences and healthcare teams fix Salesforce so it actually works
Your CRM and CS org shouldn’t be this hard. I help life sciences and healthcare teams fix Salesforce so it actually works
Most transformations fail because the foundation is wrong, not because the technology is bad. I work with leaders who are tired of noise, stalled CRM programs, and Customer Success teams that can’t show their impact.
Together we get clear on what actually matters, fix what’s underneath, and only then bring in Salesforce AI and Agentforce where it will truly move the needle.
If your Salesforce or Customer Success engine is underperforming, the first step isn’t another project plan—it’s an honest look at where you really are. The Evolution Arc Diagnostic combines MissionMap and Launch Readiness into a focused 6‑week engagement for US life sciences and healthcare teams on Salesforce
I don’t do generic. I don’t do 120-page recommendations that sit on a shelf. I build strategy that moves aligned to your goals, built in your language, and designed to survive contact with the real world, aligned to your mission, your people, and the outcomes that actually matter.
Then I put the right technology behind it. Salesforce, AI, automation, workflow intelligence, not because it's modern, but because it moves the needle when it's built on the right foundation.
No theory. No guesswork.
No recycled frameworks.
Just senior operators, practical plans, and results you can see.
I've lived inside the commercialization journey. Commercial operations. KOL engagement. HCP data management. Compliance.
Field force alignment.
I help Life Sciences and Healthcare organizations unify customer data, align regulatory requirements with CRM strategy, and build operational foundations that support growth without creating compliance risk.
If you're in this space, you don't need to explain your world to me.
In practice A regulated SaaS platform had a CS team running on instinct. No rhythm. No risk signals. No way to show value at renewal.
I built the operating model: success plans, executive reviews, health scoring, value narrative tied to outcomes.
Result: Cleaner renewals, fewer surprises, customers who felt managed instead of serviced.
Financial services organizations need to modernize customer experience while managing regulatory complexity and operational risk.
I help you do both. Tighter governance. Cleaner data. A CRM model that serves the people using it.
This challenge isn't just technical. It's organizational. You've got legacy systems, siloed business lines, and regulatory requirements that make any change feel like threading a needle.
The pattern is always the same: great strategy on paper, execution paralyzed by competing priorities and unclear decision rights.
In practice: A large financial services org had 70 senior leaders, zero alignment, and a program paralyzed by passive agreement.
I ran executive working sessions designed for decisions: outcomes, tradeoffs, decision rights, success metrics. Not consensus. Decisions.
Result: real sponsorship. The program started moving.
Multi-org Salesforce footprints. Misaligned sales, service, and operations. Transformation programs that stalled
I simplify the architecture and align execution around a model that works across the enterprise.
In practice: A global manufacturer ran 19 separate Salesforce orgs. One per division and region. Too much cost. Too many versions of truth.
Divisions serving the same customers without knowing it.
I designed consolidation to 7 orgs with standard data patterns, governance, and a migration plan that protected continuity.
Result: Lower cost, cleaner customer visibility, a foundation that could scale.
Non-profits deserve the same strategic rigor as any enterprise. Without the corporate overhead.
I help mission-driven organizations unify programs, donors, and volunteer operations around a CRM strategy that reduces noise and increases impact.
In practice: A national non-profit had chapters running disconnected tools. No national visibility.
Admin drag across the network.
I defined a single-platform strategy on Salesforce with a phased roadmap that standardized operations without stripping local flexibility.
Result: Less fragmentation, better visibility, a foundation that scales with the mission.
CRM transformation and Customer Success challenges
don't respect industry boundaries.
Strategy that isn't landing. Technology getting ahead of the business.
CS orgs that aren't performing.
The industry may be different. The problem usually isn't.
Strat Masters Consulting
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