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    David Helgerson


       The advantage of an ally with CRM in his DNA.

“By starting out in the insurance industry, the importance of building relationships was ingrained early in my business psyche. It was also an incredible opportunity to learn about a wide range of businesses and industries.

This CRM focus and cross-functional knowledge is invaluable to my work as a new-business catalyst. Developing a targeted database is just the first step. The key value-add is the way I hone this information for both real-time relevance and accuracy. So when I get you in front of a high-level decision maker, you’re ready to make the most of it.

This painstaking attention to detail results in the level of VIP service my clients come to value and expect. While I draw on my depth of experience to develop a customized and streamlined program to address each client’s specific needs.

Don’t hesitate to call, even if it’s just to have an informal conversation. I think you’ll appreciate the focus, drive and integrity I consistently bring to the effort.”

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