Projects using Salesforce in Annapolis
Projects using Salesforce in Annapolis
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Mary Beth Shields
CRM Database Project
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Fannie Mukua
Case Study: CRM Transformation for “StyleHive”
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Margaret LeDane
CRM Migration: $60K+ Annual Cost Recovery The Challenge: Annapolis Yacht Sales was overpaying for a complex CRM (Salesforce) that was misaligned with their niche industry needs, resulting in high overhead and fragmented data. The Solution: I led the end-to-end migration to YATCOBoss. I audited digital inventory systems to resolve long-standing inaccuracies, mapped data for 100% integrity, and trained staff to ensure a seamless transition without service interruptions. The Impact: - $60,000+ annual reduction in software overhead. - 100% asset visibility across digital and physical inventory. - Seamless handoff to internal teams for independent management.
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