CRM architect and fractional Head of AI.

Fifteen years architecting CRM systems on Salesforce, Pipedrive and HubSpot, measured by what they change on the P&L. Now I put AI agents to work inside them, so your team does more with the people it already has. Contract or fractional, fully remote.

Quickly became a reference, the go-to guy of the team for tricky configurations and challenging requirements. Very technical in his approach, yet also comfortable and successful in his interactions with clients.

Nathalie A., Practice manager, Salesforce consulting partner

Revenue up: Faster quote to cash, a pipeline people trust, reporting that holds up in diligence.
Costs down: Licences right-sized, SaaS nobody uses retired, technical debt paid off before it compounds.
More from the same team: Automation and AI agents take the repetitive work. Your people stay and do the part that needs them.

Featured projects

Two jobs, one contractor

CRM architect

I design the system, build it, and tie it to a number: revenue it unlocks or cost it removes. Most of my work starts with a CRM that grew without a plan, or two CRMs after a merger.

Implementations and rebuilds, Salesforce first
Merging orgs after an acquisition
Integrations with ERP, accounting, payroll and portals
Licence and SaaS audits: the right edition, fewer tools
Data quality, sharing models, technical debt
Coaching in-house admins so the work outlives the contract

Fractional Head of AI

I lead AI adoption the way an operator would: tied to the P&L, measured, and built by people who stay after I leave.

Assessment: where AI saves time or money in your business
Claude agents and MCP servers connected to your tools
Training your developers and teams on real work
Automation estates audited, cleaned and owned
A monthly report on what changed

I treat your budget like it's my own.

Because I've been the owner, not only the consultant. I've run my own company since 2015, built and sold online businesses, and I hold the operating seat at a client I helped grow from zero to nearly €800k a year. I also invest in startups, as an angel today and as a VC analyst before that. I know what a late launch, an unused licence or a tool nobody adopts really costs.

I size the work to the outcome, not to the hours.
I tell you what not to build.
I leave your team able to run it without me.

How engagements work

Format: Contract or fractional, about 20 to 25 hours a week
Where: Remote from eastern Canada. I work across every North American time zone, Pacific to Atlantic, and Central European time when needed. On-site weeks when the work calls for them.
Languages: English, French, Italian
Credentials: Nine Salesforce certifications, including Data Architect, Sharing and Visibility Architect, and two Agentforce consultant certifications
In production: Four MCP servers on Cloudflare Workers (Pipedrive, Pennylane, Jarvi, Rise Up) and 160+ Claude Code skills
Company: 9885951 Canada Inc., trading as Oak & Whitestone since 2015

Start a project

Tell me what's in the way. I reply within two working days, usually with a few questions and a time to talk.