Our work

CLIENTS

TESTIMONIALS

"We leveraged Sum-Sum’s distinctive expertise for our Salesforce makeoverto not only implement an effective Salesforce workflow, but to ensure sales and marketing alignment too. She was absolutely instrumental in structuring our system and its long-term processes as it runs today and as we grow in the future." -- TaskUs

"Sum-Sum Chan was chosen from a list of CRM consultants that we were evaluating to assist the company in creating a benchmark structure of the Salesforce platform for use by our Retail Sales division. Our experience, and the resulting platform, did not disappoint, and 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 to get 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

"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

"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

CASE STUDIES