HelloMavens

HelloMavens is a Salesforce and business operations consulting firm founded by Kerry Proksel and Michael Berris. We help companies turn Salesforce from an expense into an advantage: cutting license waste, raising adoption and building processes that create capacity for growth without adding headcount.

Our team brings 20 years of Salesforce, sales and engineering leadership, including running sales, revenue operations and CRM at companies such as Rocket Mortgage, Grubhub and National Debt Relief. We've sat in our clients' seats, so we start from your business goals, not templates.

What we do:

• Salesforce advisory and architecture
• Salesforce implementation
• Fractional sales and RevOps leadership
• Salesforce managed services
• Software delivery and cloud optimization
• Salesforce contract renewal savings

How we work: our engagements are outcome-based. Success is measured by ROI, adoption and efficiency gains, not story points, so you only pay for results that move metrics.

Recent results:

• Cut broker partner onboarding from 30 days to one and automated 99% of partner renewals for a top B2B mortgage lender
• Raised opportunity conversion 25% for a modern amenities provider, with half the clicks per opportunity and 35% less onboarding time
• Saved a Great Lakes dining and beverage leader $100,000 (25%) on a multi-year Salesforce renewal, negotiated in one week

We also build software for the problems we solved for years from the inside:

• LoanMaven: a mortgage CRM for brokers and independent mortgage banks, available as a Salesforce managed package or a standalone CRM, with Arive integration
• Wengrow: an AI sales agent that turns website visitors into qualified leads
• Salesforce Security Audit: a free, graded security report for your org in about 20 minutes

Book a free discovery call at hellomavens.com.