Trusted by leading clients.
Our customers are forward-thinking leaders who drive innovation and excellence in their industries. They span a range of sectors, from fast-growing startups to established enterprises, all seeking to streamline operations, enhance efficiency, and achieve scalable growth. With a commitment to transformation, they leverage our expertise to overcome challenges, optimize processes, and stay ahead in an ever-evolving market. See how we've helped these organizations turn vision into reality.
Our clients
Leading Association for Certification
"James was instrumental in helping us establish a better system for managing our business development team. His expertise in process mapping, effective sales techniques, and coaching made a tremendous difference as the team adjusted to a management transition. James also introduced a new lead management technology enabling better contact tracking and reporting on opportunities in the pipeline. With these changes in place, the BD team increased sales from Q3 to Q4 by 33%."
President and Chief Executive Officer
Leading Digital Trust and Safety Solution Provider
"James has been a great asset helping us improve management structures and strengthen our team.
Recommended for:
- Agile adoption: Trained and coached several team leaders and the Scrum of Scrums leadership team on Agile.
- Product definition/strategy - Helped to define and clarify the product vision and roadmap for our Vendor Risk products
- Business process - Modeled, analyzed, and improved the product processes.
- Customer journey mapping - Mapped the customer journey
- Technology adoption - Recommended and help define the setup of the [help desk suite]."
Founder and CEO
Leading National Equipment Rental Company
Currently engaged in a sales and CRM transformation project working with the leadership team of a leading nation-wide rental equipment company. We've deployed and customized Zoho CRM Enterprise to include a variety of advanced functionality, including:
- Advanced sales enablement automations
- Custom functions to manage data updates and transitions
- Powerful Blueprints to simplify Lead and Deal management
- Sophisticated Configure Price Quote combinations and automations
Award Winning NoVa Landscaping Company
Conducted a transformation engagement for the organization's sales and delivery processes, resulting in a Sales and Operations Playbook.
We then trained the team on the processes and deployed and customized Zoho CRM to help facilitate process execution. Both of these deliverables have helped them grow their business, and be more effective and efficient in service to their clients.
Leading Wine Tourism Company
Multi-year engagement supporting the customer's Zoho One deployment. Customized and optimized numerous aspects of their Zoho CRM, to include:
- Process automations
- Custom functions
- Process modeling and deployment
- Custom templates and merge documents
Leading Regional Law Firm
Conducting an ongoing business transformation in their adoption of Zoho One. Our work includes numerous activities designed to help the organization deliver value to its customers. Specific activities include:
- Modeled value stream business processes to ensure maximum value-delivery to clients
- Providing ongoing customization and automation support to involve advanced CRM and marketing functionalities
- Drafting a overall Sales and Marketing Excellence Playbook to embody the changes and facilitate training
