Why you should listen

1. Learn why mapping out business processes is crucial before implementing technology solutions and how this can lead to more successful projects.
2. Discover the importance of speaking the same language as your clients and building long-term, trust-based relationships.
3. Get insights into integrating platforms like Rootstock with Salesforce to provide comprehensive solutions tailored to specific industries.

You're handed a potential client lead but quickly realize there's a significant missing step: the right process. In this episode, I sit down with Jessie Mead, co-founder of Cloud Journey Consulting Group. Jessie shares her extensive experience in the Salesforce ecosystem and her journey from the financial sector to becoming a top Salesforce consultant with over 17 certifications. We delve into the importance of getting business processes before implementing technology solutions and how a tool can make a significant difference. Don't miss this insightful conversation on optimizing your business processes for success.

About Jessie Mead

Jessie Mead has been at the forefront since the early years of the Salesforce platform.  Previously serving years as a Marketing Executive in the finance world, Jessie designed and implemented a groundbreaking M&A platform that led to her selection for M&A Advisors 40 under 40.  She chose Salesforce as a career, has 17 certifications, and has helped countless businesses succeed with Salesforce.  Jessie lives in Dallas.  She has a passion for photography and loves to travel at every opportunity.

Resources and Links

• Cloudjourneygroup.com
• Jessie’s LinkedIn profile
• Previous episode: 542 - 7 Profit Drivers for Tech Consultants
• Check out more episodes of The Paul Higgins Show
• Tech Consultant’s Roadmap
• Join our newsletter
• Join the Tech Collective
• Suggested resources
• Find out more about Paul and how he can help you

BONUS: Jessie offers complimentary Salesforce/Certinia architecture reviews if you’d like a health check of your current org! Take advantage of this offer by sending Jessie a LinkedIn message and letting her know you heard her podcast episode.