Tom Ingram's 20+ years of experience include 25 CRM projects over 15 years (5 years Salesforce, 10 years Microsoft.)   Serving clients in the Dallas, Texas, USA area since 1989.


Key Employers:  Cambridge Technology Partners, Dun & Bradstreet Software, IBM (spinoff), Xerox, Infosys, Cognizant


Hot Situations, Project Turnarounds: Celanese, Tyco Electric (TE), FedEx, Northern Trust, State of Texas, Verizon, Mitel


CRM Expert Witness Win: $3.5 Million Settlement for Client


Special Focus Areas:


1.  Shortening Sales Cycles, Increase Magins for Complex Sales:

  • $10 million sale to Celanese in 90 days
  • $5.5 million sale to Procter & Gamble in 60 days
  • $2 million unit built, 100+ small sales in 30-60 days
  • $1.2 million in services for manufacturers, five of seven sales closed in less than 60 days


2.  Rapid Results, Highest Possible Value for Clients through Excellence in Technical Execution


3.  A Pioneer in No-Code / Low Code Solutions


4.  Adoption Successes for Tyco Electric (TE), Mitel, GSEC Electric, Texas Instruments, Morrison,


5.  Agile Results:  Over 500 User Stories defined and delivered (Tom and teams)


6. Personal Sales, Practice Building Results

  • Five time winner, 100% Club award for personal sales in early career
  • Sales management roles resulting in $10 million+ new, complex sales
  • $1.2 million practice built selling complex services to manufacturers
  • $8 million State & Local Government practice built
  • $10 million sale to Celanese after saving project in trouble
  • $25 million+ in personal sales over career


7.  Very Large Project Management Results:

  • Celanese:  Led Successful Turnaround of $5 Million Project In Trouble in 90 days, resulting in $10 million outsourcing sale.
  • State Of Texas:  Sold and led delivery for, including turnaround, of $8 million program.  Received special commendation from State of Texas for delivering project even though my employer went bankrupt.
  • Verizon:  Led $10 million program of 11 projects for development of telephone customer self-service websites.  Made some progress even though program faced extreme difficulties, including 9/11.
  • FedEx:  Led $6 Million Program of Projects.  Got requirements defined but extreme problems and delays in implementation.


Certifications, Education, Publications:

  • Salesforce Admin 201 Certified, Lightning certification
  • PMP and Certified Management Consultant Certifications
  • Book, Peer Reviewed Journal Study published by PMI, 1996-1998
  • Dozens of articles, case studies on effective results from computer projects
  • Developed "TIA Expert System" for shortening process improvement and migrations
  • B.S., Iowa State, Electrical Engineering minor work, Business Degree
































Additional Details:


Session 1: “360 View Of the Customer for the Agent.”


Session 2:  “Lightning Console for Agent Productivity.”


(For details see Tom's Full Sales Technology CRM Resume at bottom)

Tom Ingram Selected as Presenter for Technical Expertise

Two Sessions

About Tom Ingram


"How to Turn Computer Problems

Into Competitive Advantage"

by Tom Ingram, Published 1998,

by the Project Management Institute


Book Review by

Philip Crosby,

Quality Pioneer

Tom Ingram, Salesforce Certified, Salesforce Solution Architect, Microsoft Solution Architect, PMP, CMC(e)


DETAILS:  Tom's Top Salesforce, Service Cloud, Microsoft CRM-Related Resuts:


  1. Engagement Lead for Salesforce project for Fidelity Investments (project just starting - details confidential.)
  2. Led Global Salesforce Service Cloud project for TE Connectivity (Tyco Electronics), a $12 Billion Manufacturer of Electric Connectors as Senior Consultant / BA / FA / Service Cloud Solution Architect.  $8.7 Million Salesforce Project Results in Cost Savings of $9.6 Million and Gross Profit of $216 Million Over Five Years (Estimated as 26 to 1 Conservative  Payback, 62 to 1 Optimistic Payback.) Estimated $635 Million in Five Year Additional Revenue Recognition for Division Sponsoring Project.  Results achieved by "making every customer service contact a chance to sell HIGHER MARGIN products."  Included Lightning migration.  Agile project.
  3. Led $3.5 Million Salesforce Project for Boeing as Senior Project Manager, BA, Integration/Migration Scrum Master, App Dev Scrum Master.   Global project included 8 business units, 11 interfaces / migrations, 10 standard objects, 6 custom objects, 1000+ users. Agile project.
  4. Led 2 year CRM, CPQ (Configure, Price, Quote) project as Senior Technical-Functional Consultant for Crossmark, $800 Million Nation-Wide Field Sales and Service Company. Process Improvement, Consolidation effort completed with Microsoft Tools.  Consolidated 18 business units into one standard set of processes with field compliance audits.  Resulted in $2.5 million per year in hard cost savings, $10 million in additional sales per year.   INCLUDED FIELD SALES and SERVICE PROCESSES FOR 9,000 EMPLOYEES.  Reduced 97 step CPQ process to 49 steps for complex pricing and quoting of products, services, discounts and rebates.
  5. Led CRM project as Senior Technical-Functional Consultant with Microsoft Tools resulting in $6.5 million in new services sold in 30 small transactions and $5.5 million in new services sold to Procter & Gamble for regional Field Sales and Service Company.
  6. As Salesforce Technical Lead for Infosys completed extensive training in Lighting Experience migrations, SFDX (release management, IDE, code repository, sandbox change sets to production) and ECommmerce (Storefronts, Products, Pricelists, Ordering, Interfaces), Case management and Test Driven Development.  Agile focus.
  7. Led Salesforce, Related CRM effort as Senior Technical-Functional Consultant for Exeter Finance to extract data from Salesforce through SQL Server/SSIS/SSRS to SharePoint for Field Sales / Customer Dashboard on iPad.  200 Salespeople supported.  Phase 1 dashboard delivered in 10 days.  Agile project.
  8. Led CRM, Salesforce Related, Other app dev / migration for Mitel as hands-on Microsoft solution architect to create immediate custom solutions in SharePoint, SQL Server, other tools while waiting for Salesforce development.  5,000 casual users and 200 heavy users migrated, supported.  SPECTACULAR ADOPTION SUCCESS: 50+ “thanks and well done” emails.
  9. Expert Witness On CRM, Project Management:  Won a $3.5 Million settlement for client as CRM / Project Management expert witness.
  10. Led Credit Process Improvement for Morrison Distributors as Senior Technical-Functional Consultant resulting in 35 person credit department converting 1.3 Million pages to paperless system for just $100,000.
  11. Led 20+ other Salesforce and related sales technology projects in technical / functional roles.






*Contact Us in Dallas, Texas, USA at or 972-394-5721.

**Success stories, client quotes, estimated costs and benefits are derived from actual projects but may have been altered for simplicity, teaching purposes or to protect confidential information.