ABOUT
CRM Helpdesk is a father and son owned and operated company. We are a partnership seeking to partner with you and help you optimize your full CRM potential. We understand how difficult the CRM landscape can be and we are committed to best in class customer service.
CRM Helpdesk offers the following enablement features: Training/Adoption, Dashboards/Reports, Data Integrity/Cleansing, CRM Diagnostic/Health Check, Vendor Management/Integration, CRM Architecture Consulation.
CRM Helpdesk has the experience and knowledge to guide you through the CRM ecosystem. You are not a Prospect/Client, you are our Partner. Our decisions and recommendations are based on your needs, not ours.
Let's be YOUR personal Helpdesk!
OUR TEAM
Father & Son owned and operated.
TERENCE McKINNEY
Owner
Terence started his CRM experience at Lehman Brothers, working on Siebel and project management in the Infrastructure department. He then transitioned to Salesforce, supporting the sales teams in the asset management industry. Terence has owned the CRM roadmap, migrated from Classic to Lightning, and rescued a poorly architected Salesforce instance. Terence is laser-focused on the user experience, ownership, and promoting full adoption of CRM. The key to a successful implementation/project is not to blame others, but to be accountable and own the solution.
RYU McKINNEY
Owner
Ryu is a leader in every aspect of his life. Ryu is a student-athlete, certified Soccer Goalkeeper Coach, an active member of the USLA (US Lifesaving Association), a Black Belt in Karate, and majoring in Economics at William Paterson University. Ryu also achieved the NJ State Seal of Bilteracy for Spanish. Ryu appreciates the importance of data and leverages his practical approach to partnership and process.