About The CRM Handyman
Hi, I'm Peter.
I've spent more than 20 years working with CRM systems, including over 13 years with Salesforce.
I like Salesforce because it's much more than somewhere to record customers and opportunities. It's a platform that can be shaped around the way an organisation actually works — its people, processes and the information they need to do their jobs.
After years of working with CRM, I've also seen the other side of that. When a system doesn't fit the business, people find ways around it. Spreadsheets appear, jobs take longer than they should, information gets harder to trust and seemingly simple changes become difficult.
That's a big part of why I started The CRM Handyman. As a Salesforce consultant, I enjoy helping with those problems and working out the “somehow” — understanding what you're trying to achieve, then finding a practical way for Salesforce to support it.
Salesforce help doesn't have to be full-time
You might need quite a lot of help right now. Or you might just need someone you can call when something needs changing. Both are fine.
Sometimes Salesforce needs a concentrated bit of attention — perhaps something isn't working properly, a process has changed, or there's a list of improvements that nobody has quite got around to. We can work through that together and get things into a better place.
After that, you might not need me very much at all. I can simply be there in the background when something changes, somebody has an idea, or you find yourself saying, “We need Salesforce to do this somehow…”
You don't need to work out the somehow. Tell me what you're trying to achieve and I'll help you work out the best way to get there.