Kicksaw, a Salesforce Consulting Partner

Founded in 2018, Kicksaw is a Certified Salesforce Partner with a team of 60+ Salesforce Consultants.

Kicksaw was founded in 2018 by Kyle Morris (Bend, Oregon) and Kenny Goldman (Toronto, Ontario).

From the start, this team had a primary focus on partnering with high-growth, SaaS startups during a critical phase of rapid growth. Typically partnering directly with Founding teams or Revenue Operations Leaders, they offer a range of services that span new implementations, optimizations or overhauls of existing Salesforce instances, and QuickStart services to deploy additional tools across the GTM Systems environment.

Over the past 4 years, this team has aggressively expanded and currently has 65+ Salesforce Consultants on staff throughout the United States.

Salesforce Team at Kicksaw

The team structure at Kicksaw primarily relies on Delivery Managers to lead engagements and act as the primary point of contact to all customers, while helping to direct and oversee the work of Salesforce Consultants on staff. As of June 2022, Kicksaw had a total of 4 Delivery Managers:

David McPhearson: based in South Carolina, David comes from a background working on Internal Technology teams and spent 5+ years at HawkLaw before joining Kicksaw in June 2021.

Jon Collins McMinn: based in Kansas City, Jon is a Delivery Manager within the Marketing Operations Practice. He initially joined in 2020 as a Project Manager, following 3 years as a Marketing Operations Analyst, and was promoted to Delivery Manager in April 2021.

Ginny Foran: based in Virginia, Ginny spent 3 years as a CRM Team Manager at Financial Services Enterprise, T Rowe Price, followed by 5 years leading Salesforce product strategy at a non-profit, before joining Kicksaw in January 2022.

Peggy Lovejoy: based in Oregon, Peggy spent many years leading Customer Care at G5 and joined the Kicksaw team in May 2021.

Certified Salesforce Consultants at Kicksaw

In total, Kicksaw has 254 active Certifications across the Salesforce Practice.

Salesforce Admin Certifications

A total of 72 Admin Certifications with the vast majority coming from the standard Certified Administrator and Advanced Administrator. The team does have 5 CPQ Specialist Certifications and 2 Marketing Cloud Administrators, showing their goals to expand into these niche areas.

Salesforce Consultant Certifications

A total of 69 Salesforce Consultant Certifications and again focused on the standard Salesforce product experience with 25 Sales Cloud Certifications and 16 Service Cloud Certifications.

The remaining Consultant Certifications are dotted across a range of products with a total of 13 in Experience Cloud.

Salesforce Developer Certifications

The team has 58 total Salesforce Developer Certifications; however, virtually all of them are App Builder and Platform Developer I. While officially classed as Developer Certifications, these are achievable with a functional skill set, so they have lighter capabilities when it comes to more complex Apex development. (Note: The team does list a total of 4 Platform Developer II Certifications on the team.)

Marketing Certifications

A total of 11 Marketing Certifications on the team with a primary focus on Pardot Specialist, which accounts for 7 of Kicksaw's certifications in this category.

Kicksaw's Salesforce Focus

These are the core areas Kicksaw identifies as their focus and specialization within Salesforce.

Data Migrations

When using Salesforce, companies often need to consolidate data from existing systems and legacy applications. This work can be difficult without the proper knowledge and training.

Kicksaw’s Salesforce team gives you a practical approach to managing your data migrations, particularly during the early, high-growth stages.

Process Optimization

Particularly working with Series B and Series C startups, the Sales process is constantly evolving and ensuring that your processes are clearly defined, documented, and mapped into your CRM instance is critical to ensure scalability across the organization.
This is a key area of focus from a Sales Operations and Rev Ops strategy perspective for Kicksaw.

Tools Integrations

Again, given the focus working with high-growth startups, managing the overall GTM Tools environment requires constant audits of what is working, what needs to be improved, and which platforms should be implemented as the operation scales. Kicksaw lists a core focus around integrating tools like Outreach, Gong, SalesLoft, DocuSign, Zendesk and other products in the traditional Sales & Marketing product suite.

Sales and Service Cloud

The implementation work tends to concentrate mostly on 'Salesforce core' products, which includes Sales Cloud and Service Cloud.

These are the most common platforms found in growth-stage startups, along with some work on Pardot and Experience Cloud.
Projects outside this stack may be better suited for vendors with a broader Salesforce focus.

Salesforce Customer Reviews for Kicksaw

Checkr

“Fast, flexible, and hugely competent, Kicksaw delivers projects exactly as promised. Their experience in the SaaS space is tremendously valuable; they've tackled these problems before and guided our thinking on how to set up SFDC with future growth in mind.”

Todd Lathrop, VP of Sales

TripActions

“The Kicksaw team has been instrumental in supporting us as we rapidly grow, hiring over 100 people in a year. At the pace we're growing, it's important that we work with Salesforce experts who can provide support having been in the situations we are in and will be in. They do a great job of anticipating the challenges ahead and ensuring we are proactive in addressing them.”

David Zwerin, Head of Sales Operations

Green Olve Marketing

“Green Olive Marketing has worked with Kicksaw for over a year with a focus on implementing and updating current Salesforce.com systems. Kicksaw's knowledge of Salesforce.com technology along with their skills to do custom builds are out of this world! They show a commitment to the client and the work by always being willing and able to meet whenever needed to review projects and discuss next steps.”

Elise Eidness, President