We make Salesforce make sense
I’m Jon and I’m a Salesforce Consultant.
I’ve worked with countless clients across dozens of different industries.
The one thing they all had in common was that they didn’t have anything in common. There’s no one-size-fits-all solution – it’s one of the reasons why using Salesforce out of the box can be so frustrating.
Salesforce should be an investment, not an expense. It should be working for you, not making you work.
I can
- Make Salesforce the most valuable tool in your business
- Use my experience and expertise in sales, technology and business optimization to help you drive your growth and profits
- Develop tailor-made solutions and strategies based on your specific needs.Translate technical jargon, concepts, and all things Salesforce to plain language so you can understand what’s really happening in your org
- Overdeliver on your expectations and act as your guide, advisor, thought partner and sounding board
- Demystify Salesforce for you
In 2018, our law firm was desperately trying to implement Salesforce. We were 4 months behind schedule and tens of thousands over budget. We had already worked with three other consultants/developers with no meaningful progress.
Then I was fortunate enough to connect with Jon. We had an initial call to learn about our business and our Salesforce requirements. I think that call lasted about two hours. As a lawyer, I can tell you that’s an impressively long free consultation! He seemed to “get it” from the start.
Most importantly, Jon was able to “demystify” the process. He was saying things like “you can communicate with your clients better if we do XYZ” instead of “we can create a process builder automation that will connect to object XYZ.” As a frustrated business owner and Salesforce newbie, this was gold. Long story short, Jon dove in headfirst and got us up and running within a few weeks. He was exactly what I needed – someone who understood business fundamentals AND could implement the technicals.
Driver Defense Team
From start to finish. No matter what leg of the journey you're at.
Transform your Salesforce. Elevate your business.
We’ll be with you every step of the way.
Implementation
We’ll work with you to build an org you’ll love. As seasoned guides, we can lead you by the hand through every step of the process.
Configuration & Customization
Off-the-shelf solutions won’t cut it. We tailor your org to suit you and your needs completely.
Business Optimization & General Consulting
Valuable insights, expert recommendations. We identify gaps and fine-tune your processes so your business thrives..
Testing & QA
You describe the solution you need and we’ll make sure it does exactly that.
Data Migration
Everything you need migrated and not a byte less. Your business data and processes seamlessly integrated into Salesforce.
Managed Services & Support
On-retainer service to provide continuous support. We’ll take care of the logistics so you can focus on business. Just as you’d replace the filter in your HVAC…
Not sure what you need? Let’s figure it out together.
But you can think of this as more of a jumping-off point rather than a strict rule. Salesforce is an incredibly powerful CRM and there’s a lot you can do with it. It can be pretty overwhelming, so don’t worry if you’re not 100% sure about what you want yet.
And hey, if you want any help, advice, or even just some recommendations – get in touch, let’s chat. It’s free and yes, I promise this is really just a chat. This isn’t a sales call.
You tell me about your business, I give you my insights. That’s it. No obligations, no risk, no pressure, no BS.
The Why Minded Process. How we do what we do.
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Business Analysis
We totally immerse ourselves in your business, finding areas that can be optimized. With a fresh eye, a little business mojo, and a lot of analytical wizardry, we work with you to identify bottlenecks and pain points based on data.
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Business Intelligence
Translate charts and statistics into insights.
What if you were driving and someone suddenly covered the dashboard and your side windows? You would lose that feedback…how fast you’re going, who’s in your blindspots, what warning lights are on.…vital information needed to drive safely.
Only when you have relevant and actionable info can you make good decisions…whether to slow down because of roadwork ahead or stay in your lane to avoid cars in your blindspots. By providing you with the right data, you can make good decisions and get your business running like a well-oiled machine.
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Configuration
Get the most out of Salesforce.
Work through all your top priorities as efficiently as possible. We streamline processes and customize reports and dashboards so the data you need is available at a glance.
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Automation
Let Salesforce take care of the small stuff so you can focus on the big picture.
Automate reminders, notifications for new tasks, alerts for time sensitive issues, communications, and updating records. With the system handling all that, you’ll be free to focus on more productive and high-value work.
Don’t just take our word for it.
Jon is very knowledgeable, analytical, and solution-oriented in his approach. We have a complicated instance of Salesforce, and in every case, he was able to internalize what we were asking for, determine potential solutions, and then determine the best option for us. We have a combination of technical-minded staff and big-picture type thinkers, and he works well with the whole range. He’s clear about scope, timing, and effort, and he’s conscious of budget and communicating blocking factors. In short, a great resource for Salesforce support.
I highly recommend Jon for assistance with Salesforce. His “working meeting” approach is really powerful in that it provides a collaborative environment where we were able to quickly brainstorm potential outcomes, explore options, and quickly create a tool that ended up exceeding my expectations.
Additionally, he offers insight into best practices and functionality that I had not originally considered, extending the value of the tools he creates. This leverage comes from working with a variety of clients and taking the “great ideas” from one project to the next.
He has been an outstanding consultant in that he quickly grasps what I am trying to accomplish and can rapidly turn around a working tool. Additionally, his documentation and organization of the work is a resource unto itself. Being able to visually understand the customization and automation is an amazing added bonus.
Jon is the embodiment of that ideal developer that everyone wants to have in their contact list.
Jon and the Why Minded team are absolutely world class at what they do. They provide an incredible mix of technological know-how with a real ability to understand businesses and combine those for superior execution.
We have used Why Minded for almost 3 years in our organization and cannot recommend them more highly. Superb.
Jon has helped our business develop new strategies to progress relationships with the utilization of Salesforce. He took our ‘out of the box’ platform and advanced it to precisely fit the needs of our ever changing and growing company. His explanation of the “why” along with his vast knowledge to modify formulas in the customization of our platform have made it more functional and given focus to our employees.
Best of all, he taught us how to customize and configure Salesforce ourselves to meet our needs as we grow. I would highly recommend Jon to anyone that is using Salesforce and needs some additional admin assistance. He developed training videos and simplified the customization process so it’s easily understood by all users. He is flexible and his response time is unmatched by anyone. The extra time and care he puts into his work is appreciated by our entire company. Thank you!
My company needed a new database and I had been put in a time crunch to get it done. I was very nervous about implementing it quickly because mine was about to expire and it was a big job. Salesforce had told me that it could be done myself but after diving in I was very confused by the Salesforce Pro platform, it was way over my head and I did not have time to try and learn to maneuver through building it up on my own. It was like he was reading my mind on what we needed. Because of his expertise he was able to have insight on what my company needed and gave ideas and options on how to set it up effectively for my staff to navigate with ease.
Jon was/is the reason my company is so organized and has stayed that way. He has set up our entire Salesforce Pro database and trained us either in person or with these awesome training videos he can whip up. Jon is patient with me/us as there was a lot of information to retain.
Jon’s knowledge base is incredible, he has been doing this for a very long time. We have been able to come back and get updates done whenever our company needs new tasks completed or changes tweaked on our CRM. I have zero complaints and I do not see how he could have done anything better. I am completely satisfied and will recommend Jon to everyone I know. I look forward to continuing to hire and work with Jon in the future.
We hired Jon to help us integrate a shipping system with Salesforce and streamline our business processes. He was able to build the necessary fields and formulas to get our shipping system working smoothly with Salesforce. He also found several ways that we could easily identify specific problems with overdue accounts and automate some processes that used to take several separate steps that now happen automatically and save our users significant time.
Jon is amazing! We had to search for a freelancer when our Salesforce project began to go awry. Jon answered my test job post honestly which encouraged me to engage him further. Once we got into the scope of associated items Jon proved to be an expert on Salesforce and a VERY quick worker.
He helped me to solve an issue in under two hours that the Salesforce help desk had worked on for 10 days without success – these items were critical to our launch and had resulted in a large delay. When we worked further into the project Jon helped to identify other issues that required attention and solved them. He coordinated with me no matter what time of the day I had questions and even worked well after what most would consider normal business hours to help me resolve critical items.
I can honestly say that if we had not found Jon, our Salesforce launch would have been far from ideal and would have ultimately been a horrible experience. If you are looking for somebody with extreme knowledge and natural curiosity who is willing to put in the work to help you solve your problems then you found the right freelancer! You won’t be disappointed.
I presented Jon with a very challenging project with a lot of moving parts and he absolutely rose to the occasion and tackled the project with passion and determination. It is easy to give someone praise when they are assigned an easy task and complete it without hitting any bumps in the road. However, you learn a lot more about someone when the project is complicated and there are bumps, obstacles and challenges (some significant) along the way. I learned a lot about Jon throughout this journey and I would highly recommend him. I give Jon and his team 6 stars (out of a possible 5) for the incredible work they did for us. I will continue using Jon and his team for future projects as they have opened my eyes to the endless possibilities that exist to automate our business using the Salesforce CRM.
We have formed an incredible partnership with Jon, and the team at Why Minded has been great to work with! We’ve worked on several small projects that are actually part of a multi-step, complex, and highly involved larger project. I honestly cannot imagine having gone down this path with anyone else.
Aside from being highly intelligent, Jon is humble, honest and open to stress testing his ideas (literally and figuratively). There are a lot of smart people out there but the trade off is usually the smarter they are, the harder they are to work with, but Jon breaks that stereotype. I would HIGHLY recommend Jon to anyone who has a complex project!
Jon and his team at WhyMinded were incredible to work with. They are experts in Salesforce, but that’s not what makes them so valuable. With a background in education, Jon and his team always seek to understand the real problems first, and then are able to teach them back to me to help me understand.
We were doing a complete overhaul of our salesforce instance and through every step of the process, Jon helped me to think through every facet of a build ensuring we didn’t miss a unique scenario. One of the greatest and most challenging things about Salesforce is that there are 6 different ways to do almost everything. Jon was always careful to make sure that the solution was the best option for us and the solution that we were solving. Many of our calls would consist of me explaining the problem, Jon asking a few questions about it, and then drawing out his ideal solution which would be implemented quickly, sometimes even on the call.
Jon and his team are my #1 recommendation for Salesforce consulting.
Jon and Why Minded is probably the single best business decision I have ever made.
At first I was hesitant to make another ongoing financial commitment and only saw it as an expense, and I was also worried about the time investment required from my end..
But after only a couple of months the investment had completely paid itself off with dividends. Jon and his team are genius. My business became objectively more efficient, our processes became clear and simple, and both employees and customers all took notice.
Jon and the team at Why Minded have been nothing short of extraordinary to work with. They were able to understand not only my business model but how I fit within my industry. Through insightful consultative conversations our challenges were clearly defined but most importantly, Jon and his team created pathways and strategies that transformed our business processes. Why Minded and Jon created custom tools that served our unique pain points. These tools and solutions have taken massive friction out of the workflow and made us more efficient, more profitable and happier.
Thank you Jon and your team for being so impeccable and a delight to work with!
As my go-to expert for all matters related to Salesforce and more, Jon has consistently demonstrated a wealth of knowledge and experience in his field. What sets Jon apart is not only his expertise but also his resourcefulness. He has an innate ability to navigate through complex challenges, which has proved invaluable time and again.
Moreover, Jon exhibits a level of dedication that is truly commendable. No matter the task at hand, he always makes time to address it, ensuring that every moment spent brings value to the project.
Above all, I appreciate Jon’s honesty in his professional interactions. This trait, combined with his other qualities, makes him a trusted advisor and partner in my projects. I look forward to continued collaboration with Jon and highly recommend his services to others seeking a dependable and skilled professional.
FAQs
It largely depends on what you want to do. What problems are you trying to solve? What are you trying to achieve? Do you want someone who’ll help you do the thing (DWY – Done With You) or someone who’ll handle the heavy lifting themselves (DFY – Done For You)?
There’s no one-size-fits-all consultant. Your unique business needs, challenges, and even personality are all factors you have to consider when picking who to work with.
If you want more info, check out our free [ASSESSMENT TOOL]. It’ll tell you what qualities to look for in a good consultant and how you can judge whether or not they’re the right fit for you and your business.
Well, there’s no real way of knowing that beforehand. An impressive website, rave reviews, and 5-star ratings can be helpful in boosting your confidence but that’s just a good starting point.
You should really grill us during a live call. Bring us your biggest challenges, ask us your hardest questions, and see if you’re impressed. You’ll get a good feel for our expertise, communication style, personality, and sense of humor too.
Ultimately, you should never settle for “They seem good enough.” If you don’t feel excited, confident, and lucky to have found us, we’d recommend you continue your search because the right consultant will make or break your project and experience.
Not at all. Though we aim to be your partner in business, you can end the relationship with just 7 days notice if you ever feel like you’re not getting the value you expected. No risk, no obligations.
Many of our clients are impressed enough with our results that they’re excited to find more ways to improve their business, well beyond their initial goals. With the relationship and depth of understanding we’ve developed, it’s a no-brainer for our clients and our work will more than pay for itself, typically in just a few weeks.
We know from experience that live meetings and screen recordings are the most effective ways to communicate, so we’ll be using those often.
Need to shoot us a quick message? Feel free to email, text, or DM on whichever platform you prefer (Slack, WhatsApp, Trello, etc.). We’ll adapt to whatever’s most convenient for you.
For project management purposes, we’ll need a summary of all communications in one centralized place. You’ll communicate however is easiest for you. Then, we’ll be responsible for maintaining that summary and providing you with access.
We’ll sync our Salesforce with yours so we both have a real time picture of everything that’s happening (requests, questions, answers, status changes, etc.) without having to ask for updates.
We’re also open to discussing on-site meetings.
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