Скачать или смотреть Jon Mervis from Blue Engine Solutions (CRM01)

In this episode, I speak with Jon Mervis of Blue Engine Solutions, a CRM consultancy from the Washington DC area.

As a family man turned tech entrepreneur, Jon has a unique story of transitioning from the family diamond business to CRM consulting and then carving out a niche in the Salesforce ecosystem. His firm took root in 2020 and Jon’s leading a talented team of eight, facing the challenges of customization, user adoption, and project management in the Salesforce universe.

Join us as Jon shares the bittersweet symphony of CRM implementation, from success stories with nonprofit organizations to sobering tales of projects strained by inadequate requirement gathering. We’ll get into the nitty-gritty of how Salesforce revolutionized operations for a construction client, delve into the lessons learned from a project gone south, and discuss the balancing act between rapid deployment and the necessity of understanding a client’s broader business processes.

Amid conversations about work-life balance, technology preferences, and project management tools, Jon also reflects on the importance of ROI and industry exposure for his team. Furthermore, he touches upon the future of AI in CRM and prepares for the personal milestone of welcoming a new family member.

So stay tuned as we discuss the intricacies of CRM strategies, the pitfalls of piecemeal solutions, and the ethos behind Blue Engine Solutions, where persistence and challenge merge with the transformative power of Salesforce.

Blue Engine Solutions: https://blueenginesolutions.com/
Jon Mervis:   / jmervis  

Full episode transcript available here: https://jeromeclatworthy.com/jon-merv...