Phillip Martin PJM Revenue Systems

I help founders and sales leaders fix messy CRM, weak adoption, and scattered AI work. I turn the way the team sells into clear workflows, useful reporting, practical AI, and training that holds up after launch.

BuildBuild the system
CoachGet the team using it
OperateKeep it running
Start the X-Ray2 weeks. $5,000. Credit toward engagement. See the case study

Experience built at enterprise scale.

The follow-up problem

Win.Keep.Grow.

The business is there.The follow-up isn’t.

A lead waits too long. A customer stops hearing from you. An account with room to grow never gets the next call.

What I do

I turn the waythe team sellsinto a clear system,help people use it,and keep itmoving.

Build

Make the system fit.

I map how the team sells, then shape the CRM, reporting, and AI around it.

Coach

Make the change stick.

I build clear playbooks, train the team live, and coach managers until the new way becomes the normal way.

Operate

Keep it useful.

I set priorities, connect the teams, and improve the system as the business changes.

Case Study

First American customer story published by Salesforce

Salesforce published the story of First American’s sales system rebuild. I helped turn the sales model into CRM workflows, manager reporting, field playbooks, national training, and early AI work.

The result was one connected system built around how the sales team worked.

Read the case study Read the Salesforce story

Work completed while employed by First American.

That field experience still shapes the work. I look for where the process breaks for reps and managers, then fix the system without losing sight of the people using it.

Track Record:

  • $2B+ Pipeline Managed: Built the reporting, workflows, and operating tools behind large sales teams.
  • 400+ Reps Supported: Created playbooks, training, and manager support for frontline sellers.
  • 3 Major System Rollouts: Helped carry complex CRM programs from design through launch and adoption.
Phillip Martin

Let’s get to work.

If the CRM is messy, the team is working around the process, or good opportunities are getting missed, let’s find the right place to start.

Start a Conversation See the Revenue System X-Ray
Looking for a full-time revenue systems, RevOps, or AI enablement leader? See my background.