Salesforce & CRM Programmes
Salesforce and CRM programme leadership, integrated with your ERP
I lead Salesforce and Dynamics 365 CRM programmes where they matter most: where they meet the ERP. Quote-to-cash, CPQ, billing and integration are where CRM programmes succeed or fail.
Experience
- Multi-cloud Salesforce delivery across Sales, Service, CPQ and Experience Cloud at Quadient, Brambles and Fonterra
- Recovered a failing €10M Salesforce and ERP programme at Quadient, and a multi-cloud greenfield Salesforce implementation at Brambles
- Carved out Quadient's French digital division onto Salesforce in four months
- Salesforce CPQ at Quadient, Fonterra and Brambles, including migrating Quadient from SAP quote management
- Led Quadient's US Dynamics 365 CRM programme from requirements to business case
- Directed agile squads with delivery partner Trinio, and managed Slalom as SI
CPQ, Revenue Cloud and agents
Salesforce CPQ is no longer sold to new customers and Revenue Cloud is its replacement. Moving is a rebuild, not an upgrade: simplify your product catalogue first, and plan live quotes and renewals in detail before you build. On agentic CRM, I focus on where agents earn their keep today: lead research and scoring, deal-risk flags and intent tracking.
Case studies
Where I've done this
Questions
Frequently asked
Do you work with Salesforce consultancies?
Yes. I join Salesforce delivery partners as an associate programme director on client engagements, as well as working directly for clients.
Should we move from Salesforce CPQ to Revenue Cloud now?
Not necessarily. There is no end-of-life date and support runs for your contract. Move when the new capabilities are worth a 6–12 month rebuild, and simplify your catalogue first.
Is a programme keeping you up at night?
A short, confidential conversation is usually enough to tell whether it needs recovery, assurance or simply a second opinion.