Bring Your CRM to Life
Bring Your CRM to Life
CPerry, President of Sales
On multiple occasions I sought out Michael to come work for me and either run the company CRM, institute a CRM foundation for which we can build upon, or create a global standardized reporting platform for thousands of users in multiple functions. Not only does he deliver, but his passion drives him to exceed expectations with limited resources and very limited budget. His vision to see the bigger picture while relating to the end user and their respective needs resulted in significant changes in not only productivity, but our culture of adoption. To make a substantial contribution with real impact at a large company is not easy to do, yet Michael has accomplished this feat many times over.
AMorina, VP Global Sales Operations
Every once in a while, you meet a special someone, who is not cut from the same cloth or fabric as everyone else. And if you figure out how to work with them or develop a relationship -- magic can and will happen. In this case that special someone is Michael Baumgarten. It roughly 5 years that Jessica Turner introduced me to Michael. “Hey Arben, I think you need someone to help set-up your new salesforce reporting and dashboarding, I know an original type of character who can do just that.”
Since he joined as a consultant, always wanted to remain a consultant, he has been a whirlwind of good fortune to improve our legacy Salesforce. Always passionate about the user, always thinking about putting sales back in salesforce.com, Michael has been our toughest critic and one of our most thoughtful allies. I could sit here and list out the countless projects he drove, his passion about data and his frustrations about data! Always willing to teach, always willing to drive improvements, always willing to give feedback and always someone I could rely on for a fiercely independent and true view of the world.
Michael has been an asset over the last five years and has done amazing things to help rebuild a better future with Elevate.
JCheslow, Legal/Operations
I want to call out the outstanding contributions of Michael Baumgarten to the Linksquare/Salesforce technology implementation project. While Michael was initially tasked with assisting in mapping fields between applications, he has gone far beyond the original scope of his role.
His innovative approach, creative problem-solving, and dedication have significantly improved the project’s outcomes. Michael has identified and implemented enhancements that have made the process more efficient, created important controls to strengthen compliance, and introduced solutions that will help ensure agreements generated through the system are more robust and accurate.
His forward thinking included creating tabs within the Salesforce environment, which allow the team to access all their agreements and tasks related to those agreements with the click of button. It is these small, albeit insignificant items, that will drive adoption of Vanguard’s new contract management application and processes.
Michael's proactive mindset and technical expertise have added exceptional value to the project, and working with him has been a true pleasure. I wanted to formally recognize his efforts and express my appreciation.
It has been a real asset having such a talented and committed team member supporting this initiative.
DGuy, Director of Customer Centric Engineering
Michael, the President of CRMcarrots, has an exemplary knowledge of business processes and analytics combined with a keen ability to see the big picture and see how disparate pieces fit together from end to end. On top of that, he understands prioritization and change management, and asks questions many consultants might not think to ask. These are just a few of the qualities that make him an excellent choice if your company is looking to improve processes or make fundamental business improvements. When you work with Michael, things get done, and you know they will be done the right way.
Kerdos, COO
CRMcarrots helped Community Resource Exchange (CRE), a non-profit, take manual processes and automate them and tailored our Salesforce system to make it work better with our business model. They had great suggestions about how to clean up the system, and how to use reports and dashboards to keep us on track. They created several new modules and helped us integrate Salesforce with our website ultimately saving CRE time and money. CRMcarrots staff, specifically Michael, is a pleasure to work with.
NSimmons, Sales and Marketing Operations Lead
Michael is someone who takes a look at how things are and sees what could be by using his knowledge and experience to craft a solution to improve business processes which results in more productivity across the company. We worked on several projects together ranging from a rework of Salesforce.com to enhance usability to a major regulation project involving 5 different departments which included developing business processes, workflows and complex reporting requirements. He also worked to develop a whole reporting and dashboard suite and rolled it out to 50 plus users across the globe. Mike also worked on driving user adoption within FXall, which included addressing data quality, page layout improvements, coaching on functionality and dashboards and this led to a more uniform usage across the company, increased usage, more reliable data and happier end users. He is highly reliable, a fast learner, and understands the complexities and requirements that make our business run efficiently.
JOtten, VP of Sales
It has been a pleasure working with Mike and CRMcarrots over the last several months as my company has completely revamped our Salesforce environment from end to end. Mike provided my organization with several options for modifying and building out improved reporting capabilities and a clear plan for achieving our objectives with the platform. He was always quick to turn around new features as we developed new reports and dashboards for the sales team and senior management. In a short period of time, we have been able to unlock the value of our Salesforce platform and have seen tangible results in user adoption and more insightful reporting.
VLepore, General Counsel
Without you, we would not have been able to produce such an extraordinary high-quality offering to the OS Sales Team. The OS Sales adopted the system without resistance, which is more than I could have hoped for. This is testimony not only to your technical expertise, but to your ability to know what works with users, and your willingness to partner with the business to get things done.
Thank you for going above and beyond for Vanguard.