For many, the turn of the calendar into a new year signals a chance for new beginnings and a fresh start. For me, it holds even more significance; four years ago on January 1, I took the massive step of hanging my own shingle and starting TruSummit Solutions.  

I leaped into entrepreneurship and into launching my own Salesforce implementation firm because I believe that Salesforce has extraordinary power as a core enterprise application and that organizations deserve a Salesforce partner who listens to their unique challenges and objectives and engages not only to implement metrics-based solutions but also to enable and empower the organization to own its application moving forward.  

I’ve been heartened by the reception my firm and approach has received and am exceedingly proud of the results we’ve delivered. We’ve experienced rapid and significant growth over the past four years and are now nearing approximately 40 employees across the country who are implementing and optimizing Salesforce for global manufacturers, enterprise healthcare organizations, financial institutions, and more.  

I’ve also learned innumerable lessons along the way about being an entrepreneur, running a business, building and leading a team, and delivering success for clients. As I reflect on the past four years, I’m sharing four – actually, make that five! — lessons I’ve learned along the way:  

1. Hire for Your Gaps: The Importance of Team Dynamics 
   I think team dynamics are arguably the most important consideration of building a company. The team makeup is so incredibly important, and one bad apple can spoil the whole bunch. Every person I hire is an essential addition to the team, no matter how big or small their role may seem. If you find someone who is as good as you or better than you, embrace them, and let them influence. Hire for your own gaps or inadequacies.  
   
   A good team is diverse, and well rounded. If everybody looks and thinks the same, you’re doing it wrong. This doesn’t mean you shouldn’t have the same core values; rather it means you need different perspectives and life experiences at the table.  

2. Keep Showing Up  
   It’s never going to get easier. Once you get comfortable with that fact, the sooner you’ll be able to learn how to enjoy the process and lead others to do the same. As soon as you think you’ve surmounted the latest challenge, there’s another one around the corner. Embracing this is necessary.  

3. Innovation Is a Must 
   Refusing to change or adapt to changing circumstances is a sure-fire way to fail. Each year that we’ve been in business, we’ve had to pivot, evolve, and innovate – sometimes in response to client needs, sometimes in response to changing market conditions. Evolution and innovation drove the start of our Managed Services business in 2022; it’s at the heart of our product development roadmap for Salesforce accelerators in 2024.  
   
   One of the most exciting things about our innovation is that it helps drive our clients’ innovation, as well. If we can build products and capabilities that are needed every time an implementation takes place, we’re essentially accelerating our clients’ speed to market, helping them engage more quickly with their customers and partners and further accelerating their business outcomes.  

4. Don’t Try to Boil the Ocean 
   Start small and be willing to build and iterate over time. (See my note above about innovation and change and adapting to change.) If you wait for conditions to be perfect to start something new or change something that isn’t working, you’ll be waiting forever.  

5. Be Decisive  
   What ifs, could haves, should haves … these can and will consume all your mental energy. Pick a direction, be decisive, and move on. Learn from your decisions and apply those lessons to the next experience. The road of life is paved with flat squirrels who couldn’t make a decision.  

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Bill McKenney joins TruSummit as the Director of Salesforce Professional Services, bringing with him 25 years of experience as a consulting leader. Bill has extensive experience in the Salesforce ecosystem delivering complex implementations to the enterprise and has a history of developing transformative solutions that drive customer success. In his role at TruSummit, Bill ensures client success and delivery quality on all Salesforce implementations. Bill was most recently at Silverline, where he led the Professional Services practice.  

Jennifer Moore joins TruSummit as the Director of Managed Services, with a history of delivering significant value for clients through CRM, software consulting, business solutions development, and​ program management. In her role at TruSummit, Jennifer is overseeing all facets of the managed services team and serving as an executive conduit between TruSummit and its enterprise clients, ensuring customer satisfaction and results. Most recently, Jennifer led Salesforce Managed Services at Silverline.  

Becky White joins TruSummit as the Director of Marketing. With 20 years of experience across B2C and B2B marketing, Becky will oversee all marketing, communications, and demand generation efforts for TruSummit. She was most recently at ERPA, an enterprise application implementation and consulting services provider.  

The executive appointments mark another milestone for TruSummit, which has more than quadrupled its headcount in the past year while doubling its client roster and revenues, said Jordan Joltes, CEO and Founder of TruSummit Solutions.  

“I am thrilled to welcome Bill, Jennifer, and Becky to our executive team,” said Joltes. “Each brings extensive industry knowledge, leadership acumen, and a passion for innovation that will undoubtedly accelerate our growth and strengthen our position as a market leader. These strategic appointments reflect our commitment to attracting top talent and driving our business forward.” 

About TruSummit Solutions: 

Founded in 2020, TruSummit Solutions is a 100% women-owned, certified Salesforce implementation partner headquartered in Pittsburgh. TruSummit is an unconventional business partner who thinks creatively, communicates clearly, and solves complex problems. Through our hands-on approach and open communication, we empower our customers to move confidently through ambiguity and risk to co-create a Salesforce platform vision and execute. 

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Jordan Joltes is the Founder and Chief Executive Officer at TruSummit Solutions. She founded TruSummit Solutions in 2020 after responding to the need for a more comprehensive approach to technology enablement. In 2021, the company experienced nearly 300 percent growth. 

What’s unique about her success and approach to Salesforce solutions:

Jordan believes that the first step in driving technology transformation is understanding the gap between what businesses actually need and what technology has to offer. With the Salesforce platform as an enabler, TruSummit empowers and educates its clients on the value and capabilities of Enterprise Applications with a significant focus on SaaS.

Calling on more than a decade of experience in the Pittsburgh tech sector and Salesforce ecosystem, Jordan has established her firm as a top-performing Salesforce implementation partner, helping people and companies leverage the software platform as a key component of their digital ecosystem. 

Through strategic consulting and business process modeling, TruSummit designs and builds business-centric technology solutions that align directly with each of its customers’ strategic business needs.

Listen to the podcast and get the full inside story:

Learn more about what driving this excellent growth track at TruSummit Solutions in the podcast, below:

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A focus on digital transformation has been a common theme amongst the most successful companies over the past decade. The adoption of this mindset has further accelerated over the past year. A vital component of this new way of working is having a sophisticated customer relationship management (CRM) function. 

Salesforce has emerged as the go-to solution for many companies; however, those organizations often overlook the intricacies of leveraging such a sophisticated platform, as well as the effort required to implement them.

TruSummit Solutions is a Salesforce implementation partner that differentiates itself through its focus on holistic enablement, setting clients up for long-term success. We collaborate closely with clients to identify and remedy unanticipated technical debt – the difference between an investment in technology and the value realized.

Jordan Joltes founded TruSummit Solutions, a woman-owned small business, responding to the need for a more comprehensive approach to CRM enablement. Calling on more than a decade of experience, Jordan established her firm as a top-performing Salesforce implementation partner. 

“In my experience, companies often realize less value from Salesforce than they had envisioned. This is a robust, expensive tool with inherent complexity, and it isn’t easy to master,” said Ms. Joltes. “I created TruSummit Solutions to help clients harness the full power of Salesforce. This includes embedding the processes and governance needed to maximize the return on their investment. We use quantifiable measures to define the collective success with our clients.”

View Jordan’s LinkedIn Profile

Overwhelmingly positive client feedback has proven the impact of TruSummit’s approach. From here, Ms. Joltes plans to scale her company to bring the same empowerment to additional organizations. She remarked on this growth: 

“Many companies have these sorts of challenges but don’t have the resources or know-how to overcome them. That’s where we come in. By driving awareness of this solution and its long-term value, we can help many more companies reach their potential.”

Learn more about TruSummit Solutions and how we can help your business reach the peak of Salesforce performance. No pressure, no pitches, just perspective.

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