In this episode of the Marketing Matrix, Lisanne Murphy interviews Steve, a Salesforce consultant who specializes in helping organizations optimize their processes and leverage technology for growth. Steve shares his journey from being a Salesforce user in the mortgage industry to founding his own consulting firm, Opti. He emphasizes the importance of aligning business language with technology, identifying inefficiencies in processes, and creating value through collaboration. The conversation also explores the role of AI in enhancing business operations and the significance of empowering clients to take ownership of their systems for sustainable success.
Summary
Steve’s path from industry practitioner to trusted Salesforce consultant takes center stage in this Marketing Matrix conversation with Lisanne Murphy. Drawing from his early experience as a Salesforce user in the mortgage space, Steve explains how those hands-on insights led him to launch Opti and support organizations in building smarter, more scalable systems.
Throughout the discussion, he breaks down the importance of translating business needs into clear technical solutions, uncovering process gaps, and collaborating closely with teams to drive real impact. The episode also touches on how AI is shaping modern operations and why empowering clients to confidently manage their own systems is key to long-term, sustainable growth.
Keywords
AI, Salesforce, business growth, consulting, technology solutions, process optimization, client engagement, value creation, operational efficiency, marketing strategies
Takeaways
AI can create sustainable revenue and year-over-year growth.
Understanding the client's needs is crucial for effective solutions.
The gap between technology and business is often a language problem.
Outsider perspectives can provide valuable insights into business processes.
Value creation should be the primary focus of consulting services.
Client ownership is essential for successful implementation of solutions.
AI needs clear direction to be effective in business applications.
Empowering clients leads to better long-term outcomes.
Identifying process inefficiencies can save significant time and resources.
Building a collaborative relationship with clients enhances success.
Chapters
00:00 Unlocking Business Potential with AI
02:12 Steve's Journey: From User to Consultant
06:14 The Language of Business and Technology
09:06 Identifying Process Inefficiencies
11:11 Value Creation through Collaboration
13:53 Client Engagement and Ownership
16:22 Real-World Success Stories
20:45 Leveraging AI for Business Growth
24:31 Empowering Clients for Sustainable Success
27:09 What Sets Opti Apart?
28:51 Future Goals and Growth Strategies
FOLLOW STEVE: https://opptyunlimited.com/
THANKS FOR TUNING INTO THE MARKETING MATRIX PODCAST
For more growth and scaling strategies for lead generation, sales, and client retention, reach out to Lisanne directly on LinkedIn, Facebook, or Instagram. Lisanne’s goal it to accelerate your journey to your goals and eliminate unnecessary resource waste.
✅ IF WE WORK TOGETHER, YOU’LL GAIN:
➤ The capability to rapidly scale with systems.
➤ An increase in sales and revenue within the first 90 days of working together.
➤ A 12-month execution plan that accumulates free cash flow.
➤ The ability to stop wasting money on sales and marketing initiatives that don’t work
✅ WHY IT WORKS: This isn't a "latest tactics" consulting approach or “another service vendor”, but a RESULTS based partnership where we are obsessed with understanding your company goals and the problems stunning growth. We do this by using data, communication, and technology to make strategic decisions together to take your company to the next level.
✅ WHAT’S NEEDED TO WORK TOGETHER:
➤ Have satisfied customers and a proven track record.
➤ Established product-market-fit
➤ Have the capacity to handle increased business.
➤ Are open to following our proven frameworks and strategies.
✅ READY FOR THE NEXT STEP? 👍 If you're ready to transform your business and achieve the results you’ve been aiming for, let’s talk. Schedule a call with us below to get started.
👉 https://calendly.com/lisanne-2/discovery-call-growth-partner
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LinkedIn: https://www.linkedin.com/in/lisanne-murphy/
See you next week on The Marketing Matrix!