Independent CRM & Salesforce advisor. I help you get the brief right before you spend on implementation.

I do not sell software or licences — so I can also tell you not to buy a system. I currently lead a 35+ specialist Salesforce unit at a major Czech partner; from 2021 to 2025 I worked in the CRM core team of the largest Czech retail bank. 9+ years in CRM and Salesforce architecture for banking, fintech and fast-growing companies. For the past three years I have focused on AI on top of CRM data — and I build with it daily: agentic automation for presale, architecture and unit management.

How I help companies

CRM strategy & needs analysis

Workshops with sales, customer care and IT. The output is a process map, measurable goals and priorities — a document you can write the brief from.

When it makes sense: before you decide whether and what to change.

Architecture & vendor-selection brief

Data model, integration logic (ERP, BI, DMS), security and scale. A brief you can compare vendor bids against — and later check delivery against.

When it makes sense: before you run a tender or sign a contract.

Delivery oversight & project governance

I stand on your side: I run the backlog, protect the architecture from scope creep, and translate between management and the vendor. The right things get built — on time.

When it makes sense: during implementation.