HelloMavens
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HelloMavens is a Salesforce and business operations consulting firm. We help companies turn Salesforce from an expense into an advantage: cutting license waste, raising adoption and building processes that create capacity for growth without adding headcount. Our team brings 20 years of Salesforce, sales and engineering leadership, including running sales, revenue operations and CRM at companies such as Rocket Mortgage, Grubhub and National Debt Relief. We've sat in our clients' seats, so we start from your business goals, not templates. What we do: - Salesforce advisory and architecture - Salesforce implementation - Fractional sales and RevOps leadership - Salesforce managed services - Software delivery and cloud optimization - Salesforce contract renewal savings How we work: our engagements are outcome-based. Success is measured by ROI, adoption and efficiency gains, not story points, so you only pay for results that move metrics. Recent results: - Cut broker partner onboarding from 30 days to one and automated 99% of partner renewals for a top B2B mortgage lender - Raised opportunity conversion 25% for a modern amenities provider, with half the clicks per opportunity and 35% less onboarding time - Saved a Great Lakes dining and beverage leader $100,000 (25%) on a multi-year Salesforce renewal, negotiated in one week We also build software for the problems we solved for years from the inside: - LoanMaven: a mortgage CRM for brokers and independent mortgage banks, available as a Salesforce managed package or a standalone CRM, with Arive integration - Wengrow: an AI sales agent that turns website visitors into qualified leads - Salesforce Security Audit: a free, graded security report for your org in about 20 minutes Book a free discovery call at hellomavens.com.
LoanMaven CRM is a standalone mortgage CRM for mortgage brokers, loan officers, processors and independent mortgage banks. It is built by HelloMavens, whose founders led mortgage sales and CRM teams at Rocket Mortgage, and it does not require Salesforce. Loans sync from Arive, and each loan file holds borrowers, conditions, documents, tasks and status. Loan officers get a dashboard of production stats and action items, a daily call list with a built-in Twilio dialer, and a pipeline view of every loan by stage. New leads are routed to loan officers licensed in the property's state and scored by rules the team sets. Gmail and Outlook email is logged on the right record, and Google Calendar and Outlook Calendar sync both ways. No-code flows automate follow-ups, and Zapier and webhooks connect other systems. A built-in income calculator handles W-2, self-employed and mixed income. For shops on Salesforce, the same tools are available as LoanMaven for Salesforce, a managed package.
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What is HelloMavens?
At HelloMavens, we help growing businesses move faster, operate smarter, and scale with confidence. Whether it’s maximizing Salesforce ROI, AI Enablement, optimizing AWS infrastructure, modernizing call centers, or refining operational workflows, we bring clarity, strategy, and seamless execution. Our services include: Full-cycle Salesforce architecture and implementations across Sales Cloud, Service Cloud, Experience Cloud, Field Service, and more AWS DevOps and cloud-native solutions, including serverless architectures and CI/CD pipelines Telephony & call center consulting — from RFP strategy and vendor selection to end-to-end integration with CRM and internal systems Business consulting services such as vendor negotiations, sales process design, executive reporting, and operational alignment Driven by a passion for operational excellence, we translate strategy into measurable business value. Get in touch and see how we can help you scale with purpose.