We don't just implement Salesforce.
We make it work.
Strategy-first CRM consulting for organizations that need Salesforce to actually fit how their teams sell, serve, and operate.
Built from the belief that most CRM implementations fail for the same reason.
Not because the technology is wrong. Not because the team doesn't care. They fail because nobody took the time to understand how the organization actually works before configuring the system.
MyCRM Advisors was founded on a simple premise: start with the workflow, not the feature list. We've spent over 12 years refining this approach across financial services, mortgage lending, nonprofit, and telecom — industries where compliance, complexity, and adoption challenges make generic implementations particularly expensive failures.
Today, we're a focused team of certified Salesforce consultants who believe the best CRM is one your team actually uses. Everything we design is measured against that standard.
Experience
Delivered
Certifications
We Specialize In
Strategy before configuration.
We interview your users, map your workflows, and document your pain points before we open Setup. The result is a system designed around reality, not assumptions.
Adoption is the only metric that matters.
A technically perfect Salesforce org that nobody uses is a failure. We measure success by whether your team's daily work gets easier — not by feature count.
Your team should be able to run it without us.
We favor declarative, admin-friendly architecture. Flow over Apex. Documentation over tribal knowledge. Our goal is self-sufficiency, not dependency.
Discovery
We shadow your teams, interview stakeholders, and map every process that touches Salesforce. No documentation review — we observe how work actually happens.
Architecture
We design the data model, automation logic, and integration strategy on paper first. You review and approve the blueprint before any configuration begins.
Build & Validate
Iterative sprints with your team in the room. We demo weekly, incorporate feedback immediately, and never disappear into a black box.
Enable & Evolve
Go-live is the starting line, not the finish. We train by role, document for self-service, and stay engaged for optimization as your needs evolve.
Financial Services
Wealth management, banking, insurance — FSC implementations built for compliance and client lifecycle.
Mortgage & Lending
Lead-to-loan workflows, loan officer productivity, pipeline visibility by product and branch.
Nonprofit
NPSP donor management, grant tracking, program reporting — designed for real-world budget constraints.
Telecom & Call Centers
Service Cloud case routing, omnichannel support, telephony integrations that reduce handle time.
An architect first, a consultancy second.
MyCRM Advisors is led by Chris, a Salesforce architect with enterprise delivery experience across financial services, media, and lending. You won't be handed off to a junior bench after the sales call — the person who scopes your engagement is the person who architects it.
What sets MyCRM Advisors apart is they think like consultants, not just configurators. They challenged our assumptions about how we used Financial Services Cloud and helped us build an architecture that our internal admin team can actually maintain without constant outside help.
Sarah Mitchell
Head of Salesforce Practice, Apex Wealth Management
Ready to discuss your Salesforce goals?
Book a 30-minute discovery call. No pitch deck — just an honest conversation about what's working, what isn't, and whether we're the right fit.