Jmayhugh Consulting

stop struggling with salesforce! do these sound familiar? ❌data integrity issues for opportunities / contacts ❌fields that are not intuitive ❌too many clicks for basic tasks ❌process changes lead to mistakes ❌hard to get people to do it the “right” way and even harder to onboard new reps hey, i’ve been there. trying to get folks to do what you need them to in software is hard. fortunately, there is a better way. i will lead you through a focused implementation of walkme on your crm. you will get: ✅custom data validation to prevent input issues ✅automated processes to reduce clicking ✅context specific in-app messages for process changes. no more “did you get the email”? ✅initiate activities right from desktop or via simple chat interface do you want to make your employees lives easier? do you want to move from just “managing” to proactively putting in place a state-of-the-art approach for efficiency? here’s the basic, repeatable process for how this works: ➡️crm adoption analysis ➡️