“What would you do if you were not afraid?”

Machell and Jocelyn were in the audience when a speaker at Dreamforce 2013, a conference for Salesforce users, asked this question. They discussed it for several days before they had their answer. 

“Machell and I were working at a company where we leveraged all aspects of Salesforce and FinancialForce,” Jocelyn said. “We fell in love with the power of the platforms. Our conversations at the conference quickly turned to the fact that we had harnessed this power to build an incredible solution, leading our previous company to go paperless (that was a big deal in 2013!) and grow in sales and revenue without scaling the back office.”

In 2014, Jocelyn and Machell started OpMentors. They wanted to share what they’d learned with business leaders like YOU and take the guesswork out of using these platforms. Machell also enjoys getting to know you personally. 

“Understanding our clients’ goals and role in the business is the focus,” she said. “But I truly get excited to learn about their families, hobbies, and pets. Then I look forward to diving into what has compelled them to consider a new solution. Having walked in their shoes helps me connect with them and tell them there’s a light at the end of the tunnel.

Jocelyn and Machell know learning a new system like Salesforce or FinancialForce is overwhelming at first. They started OpMentors so you don’t have to do it alone. 

“Having a mentor is a must have,” Jocelyn said. “There’s so much you can do with the power of the two platforms. Having a mentor to guide what should be done is invaluable. If people don’t have the right mentor, then they can get themselves into a muddy, murky mess.”

Jocelyn’s favorite part about working for OpMentors is when you’re finally able to see the “big picture” of your business.

“I get most excited when clients ‘light up’ because they can truly get an overview of their data without asking their team for a lot of data input.”

When they aren’t working, Jocelyn and Machell enjoy the outdoors. Jocelyn, her husband, and their dog camp a lot (their dog has been to 37 states!). Machell likes to fish, and she and her husband even owned a bait and tackle shop in the past. She said that business taught her to share in the ups and downs of customers when running a business. 

“Celebrate their successes,” Machell said. “Everyone wants their picture with the ‘big catch’ on the board for all to see. Also, share in their disappointment over ‘the one that got away,’ and provide potential solutions for landing a fish the next time.”

Machell and Jocelyn truly believe in the potential of Salesforce and FinancialForce for your business. They get excited when business leaders like you thrive. With OpMentors coming alongside you every step of the way, you can use these platforms and make decisions with confidence.