Professional Services:

Consumer Products:

Technology:

Financial + Investment:

Aviation:

Recruiting:

Restaurants:

What They’re Saying:

“We wanted to launch a comprehensive drip marketing campaign and were told Sum-Sum and her team would exceed our expectations. They sure did! After launching a successful drip marketing campaign and changing all of our marketing automation systems, the rest of insightCuba got wind of her talents.

Every department wanted a little MCRM for themselves.

It's safe to say that she has made a positive impact in every department in the company. She is a pleasure to work with, knows her stuff, isn't afraid to stand up for what she believes is right on behalf of the client, and is an ardent professional. 

- TOM POPPER. President at insightCuba

“Our growth would not have been possible without Sum-Sum’s email marketing campaigns, follow-ups and excellent feedback and reporting on the results.

I would definitely hire her to help my company grow through electronic and social marketing in the future.”

— TEC REP

“After a year of using the new system, the sales team, marketing, and company management are working better together than ever before.

In addition to orchestrating every stage of development, Sum-Sum put together training materials and hosted an in-person training event with our sales team to ensure that any questions or concerns were addressed before rollout. For those considering a CRM consultant, which I highly recommend in getting the most out of your investment in CRM software, Sum-Sum Chan will deliver—on time and on task. ”

— JOHN TUCKER, Director of Marketing TWC Aviation

“I had the pleasure of working with Sum-Sum on both our Salesforce and Pardot implementations. I was very impressed with Sum-Sum’s ability to quickly assess our system challenges as well as our current and future needs.

She was able to quickly translate those insights into thoughtful, strategic-minded solutions.

She was able to manage her project with us with clarity and control - achieving key milestones and hitting budgetary requirement. Absolutely a professional resource that I would highly recommend to anyone.”

— ANNE MOODEY, VP Sales

“MCRM has been my go-to resource for all things Salesforce, marketing automation, and marketing operations for over 6 years. 

The expertise of both Sum-Sum and her team is the best I’ve come across in all of my years in digital marketing and I can’t recommend them enough. What makes her and her team stand out is that they do what’s right for the business, and constantly strive to make principled, data driven, and logical decisions. If you’re looking for a professional that can help a business in all of the aspects customer relationship management (sales, operations, marketing, finance, etc...), I strongly suggest talking with them. She has years of successful experience, and the results to show for it.”

— JASON CURRY, Growth Marketing & Product Development