Describe How You Would Like To Be Introduced Via Email
As a trused ERP advisor. I will walk them through our process, and better understand their goals.
What is your "why"? Why do you do what you do?
I have been in software for 10+ years and the changes we are seeing now are the most monumental I have witnessed yet. I genuinely enjoy guiding executives and companies as a trusted partner to ensure they feel confident with adopting cloud solutions and AI.
Qualifying Questions: What are three questions we can ask clients to help pave the way for a referral? List them here.
1. What does their current accounting and operations software setup look like today? Example: Running quickbooks, a separate CRM, a separate warehouse management system, using manual spreadsheets.
2. What pain are they running into with any of the above?
3. Have they considered something like NetSuite before?
Unique Selling Proposition
We are a Value Added Solution Provider. We handle the licensing of the software, the implementation, and the post implementation support. But before we even begin a project, we conduct an analysis where we will actually go on site at the companies location and sit down with various departments to understand their current process, ask questions, answer questions and then we will go back and develop a tailored structed plan before the project even begins so it is as successful as a transition as it can be. Also, all of our consultants are in house consultants that also sit on our help desk so we do not outsource and we do not have a help desk offshore somewhere.
About me
My wife and I are originally from Michigan, and we lived in Orlando for a few years before coming up here to Nashville. We went from really cold to really hot, but we missed the seasons and didn’t want to go back to really cold, so we landed here and love it.
I’ve been in the software space for over 10 years. Started in engineering at HP and went through the whole HP to HPE to DXC transition, supporting applications used by C-suite executives at Nissan and Shell plc. I took a slight fork in the road into digital marketing for a few years in a few director positions, but now I’m back in the software space in the ERP world and loving it so far,