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CRM Info Techs

CRM Info Techs

Salesforce and HubSpot, built for

the people who use them.

An independent practice in Folsom, CA.  Salesforce and HubSpot architecture, data migrations, automation, and AI agents for financial services, nonprofits, and small business.  25+ years in sales operations.  Success is measured by adoption and a complete view of every Contact.
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How I Work

I interview stakeholders at every level before implementation, from leadership to the reps who live in the system all day.  At larger orgs I work through power users and influencers and use polls to cover the rest.  That is where the edge cases show up.

Everything is built in a Sandbox first.  Native platform tooling comes first, then Zapier, Make, APIs, and custom code wherever they're the right fit, then rollout to production with training.

CRM Implementation,
Integrations and
Administration

Automation and
AI Agents

Data Migration,
Management, and
Analytics

User Support and
Training

Industries
Served

CRM environments for grantmaking foundations, wealth advisors, lenders, and small practices.  Every org is different, so every build starts with discovery, not a template.

Nonprofits &
Foundations

Grantmaking pipelines, an event engine, and consent management for a 75+ User, 3-office national foundation.

Financial Services

Financial Services Cloud builds and migrations for wealth advisory firms, including RedTail and Orion data.

Small-Business
Lending

Data governance, a data dictionary, and a weekly import pipeline for a funding firm.  A client of 7+ years.

Wellness
Practices

A full operating system for a wellness practice: HubSpot, scheduling, e-signature, and automated SMS.

AI Agents, Built and Supervised

I build AI agents that work inside Salesforce and HubSpot, and I run my own practice on them daily.  A few examples:

  • Prospecting agent: researches prospects, creates Lead or Deal records in HubSpot, writes the first contact email in the company's voice, and creates follow-up tasks for a person or another agent.
  • Inbox watchdog: flags messages still waiting on a reply and watches for client agreement.  When it spots one, it books the calendar event with the right attendees, sends the contract, or routes the decision to the right department, then sends a summary.
  • Guardrails on every agent: written rules for scope, read-only systems, and a halt on any failed connector.  Every session is logged for review, and every output can be checked before it goes out until the agent has earned trust.

Autonomy is for speed.  It never cuts people out of the loop.

What Clients Say

"We had used Salesforce for 1 year before Roque at CRM Info Techs came on board. We now know that we hadn't really been using Salesforce. CRM Info Techs is not only incredibly professional and knowledgeable, they have the ability to make our not very technically savvy team, proficient."

Arthur King, Ultimate Sales, Atlanta, GA

Latest Writing

AI Can Map Your Fields.  It Can't Map Your Households.  Why automated field mapping in a Financial Services Cloud to HubSpot migration loses household relationships, and what it takes to migrate without that loss.

Contact Me

Send me a note, or book a 20 minute call.

Hiring a CRM Solution Architect?  See my background here.
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