A CRM Your Team Uses. Data Your Leaders Trust.
Improve your CRM adoption, visibility and performance to align sales, operations and leadership around a CRM that works the way your business actually runs.
If You're Feeling This ... We Can Help
The Truth Leaders Don't Say Out Loud
“Our data is a mess. I can’t make decisions off this."
"My team is chasing the wrong leads and wasting time.”
“We’re quoting nonstop, but nothing is converting.
“My team isn’t using the CRM and I don’t know how to fix it.”
“Every office works differently. Nothing is standardized."
Your CRM is not the Problem.
Your Workflows Are.
Most mid‑sized teams struggle with CRM adoption because the system was built around assumptions – not how the business actually operates.
The result? Low usage, messy data and leaders who can’t trust what they see.
I help teams fix that by redesigning the workflows, behaviors and expectations behind the CRM. Instead of forcing your people to adapt to the software, I make the software reflect how your team actually sells.
I’m your Fractional CRM Adoption Partner – translating real‑world processes into a CRM that’s intuitive, usable and built for growth.
[01]
Understand How Your Business Really Works
We begin by mapping your current process across Sales, Pricing and Operations. This reveals the real bottlenecks, handoff gaps, and behaviors that keep your CRM from being used consistently or producing clean data.
How it Works
[03]
Support Adoption & Behavior Change
A CRM only works when people use it. We guide your team through the new process, reinforce expectations and build the habits that make adoption stick. This is where consistency takes root and data quality stabilizes.
Optional: CRM Evaluation & Selection
If your current CRM can’t support the future‑state workflow, we help you evaluate and select the right platform — one that aligns with how your business actually operates and fits your budget.
[04]
Deliver Leadership Visibility & Data Confidence
With workflows aligned and adoption in place, we build the dashboards, KPIs and reporting leaders need to trust the pipeline again. Clean data, reliable forecasts and a CRM that supports confident decision‑making.
[02]
Design the Future Workflow & CRM Blueprint
Once we understand your current process, we redesign the workflow and translate it into a clear, vendor‑ready CRM requirements. These requirements are platform‑agnostic, outlining the stages, fields, validations and automations.
Why Work With Me
✓ Workflow-First, Always
Every recommendation starts with understanding how your team actually sells, quotes, and hands off work. A CRM only succeeds when it reflects reality.
✓ Business + Technical Fluency
I translate your operational needs into clear CRM requirements — no jargon, no confusion, no guessing. Vendors understand exactly what to build.
My name is Ruth. I’m your Fractional CRM Adoption Partner.
With over 20 years of experience across product management, business analysis, implementation and software development, I bring a rare ability to translate complex workflows into CRM systems that actually work for the people using them.
I’ve led transformation initiatives at organizations like ADP, Inttra by e2Open, Estée Lauder, McKinsey & Co., the Port Authority of NY & NJ and Honeywell, as well as mid‑sized and high‑growth companies. Across every environment, one truth has been consistent: technology only works when the workflow behind it is clear.
My background allows me to bridge the gap between how your business really operates and what your CRM needs to support. I help teams simplify processes, reduce friction and build systems that drive adoption, accuracy and leadership visibility.
What This Means for You
✓ Adaptable to Any Environment
No two organizations work the same way. I tailor workflows and CRM structures to your size, pace, and complexity so adoption becomes natural, not forced.
The Value Behind Our Partnership
You’re not hiring a consultant — you’re gaining a partner who understands the operational reality behind your CRM challenges. I collaborate closely with your teams, align stakeholders, and ensure every decision supports adoption, accuracy, and measurable business impact.
Clear workflows. Confident data. A CRM that finally works the way your business does.
Feedback Received from Leaders I’ve Worked With
“Process improvement is in your DNA.”
I’ve been fortunate to work with leaders across Product, Sales and Marketing.
"Thank you for the many ways you supported our project. Your experience and probing questions were invaluable during this leg of our journey.”
“We needed a CRM facelift badly. Our ICP wasn’t defined anywhere in the system, and it showed. Ruth fixed this, and within a quarter, unqualified leads dropped by nearly 40%. Our pipeline became something we could actually trust.”
“Ruth simplified the workflow and aligned it with our true sales process, reps got back 10–15 hours a month. The dashboards she built were a game‑changer. For the first time, I’m getting real intelligence from our CRM.”
— VP of Product Management, INTTRA by e2Open
— VP of Marketing, The Estée Lauder Companies
— VP of Sales Dupré Logistics
— VP of Sales, Laufer Group International
📩 Contact
info@janicis.com
