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About Idle Tools

We are a registered Salesforce and Pardot consulting partner based in Cary, North Carolina. We put organizational goals first and use the Salesforce platform to accomplish them. Our past experience in real world business roles gives us the perspective needed to intuitively apply the versatility of Salesforce to any type of business. We pride ourselves on giving every client, large and small, the care and attention to detail that they deserve.
Let our certified administrators, developers, and consultants take on your project.

Salesforce Services

CONFIGURATION

Configuration refers to any elements that do not require code. During the configuration process, we customize the interface to make sense for users, optimize core modules, create custom modules to reflect unique business needs, set up workflows to automate processes, and design reports and dashboards. Most importantly, we will teach admin users how to do configuration tasks going forward.

INTEGRATION

Integration with external applications, databases, or enterprise systems allows your CRM to work in concert with other elements of your IT infrastructure. Idle Tools approaches integration projects from many angles to design the best solution based on the external system (or systems) being connected to Salesforce. Integrations can be done as part of initial implementation or addressed in later phases. We help walk you through that decision.

DEVELOPMENT

Development refers to any part of the implementation or optimization plan that requires a code driven approach. We only use development as needed to make the project a success. Coding is used to create triggers, web service interfaces, custom buttons, custom pages and develop externally accessible applications. We specialize in all types of development.

TRAINING

Training is the key to long-term success and adoption. CRM systems need to change over time just as your business does. We offer both live and web based training for all our customers as well as ongoing system support and maintenance. Many of our customers “phase in” to a full implementation of CRM and Idle Tools takes pride in fostering extended partnerships and service.

salesforce

Pardot Logo

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our Process

Discovery

We start with the discovery phase of the project to learn business goals and objectives for the Salesforce platform. These initial conversations give us insight into your business and how the organization can best utilize features in Salesforce.

Plan

Planning involves creating a strategy and a road-map for how the implementation will occur. We will create a detailed project plan that will serve as an outline all changes to the system.

Build

Building the system is the result of great discovery and open conversation. We will customize your instance of Salesforce to meet the requirements outlined in the project plan. This will include point & click configuration and when necessary development (code). Most importantly your processes will come to life and the data structure will support reports and dashboards.

Test

Working with the client project team, we will walk through all configurations to ensure that what we have jointly devised is ready to launch. We recommend that clients allow a sample of eventual daily users to evaluate the set up and provide feedback

Roll Out

Training is essential to any system roll out. We will tailor training to cover the most relevant aspects of the system that your users will encounter on a daily basis. We ensure that users are comfortable with the use of Salesforce.com on any device and have the avenues to provide feedback for enhancements.

200 +

PROJECTS

9.7 /10

CUSTOMER SATISFACTION

5 /5

APPEXCHANGE RATING

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Our Team

Scott Thomas

Scott Thomas

CEO
Scott Thomas

Scott Thomas

CEO

As the CEO of Idle Tools Corp, Scott runs the day-to-day operations including business development and helping clients visualize CRM future state. After a 17 year career in distribution holding roles in sales, marketing, product management, sales process development, and executive leadership, Scott started Idle Tools Corp. His goal is to help other companies maximize their return on investment from using CRM software. During his career, he has learned how to incorporate CRM tools into a company’s culture based on organizational goals to gain adoption and ROI. Scott holds a degree in business management with a minor in Psychology. He currently resides in Apex, NC with his wife Heather and two sons, Trenton and Hudson.

Wrenn Smith

Wrenn Smith

CTO
Wrenn Smith

Wrenn Smith

CTO

At Idle Tools, Wrenn manages all software development initiatives and overall CRM design for clients. With over a decade of experience in the Information Technology sector, Wrenn has been a proven software development team leader with an in-depth knowledge of development platforms and open source technologies. He has spent a majority of his career developing SaaS solutions on the Force.com platform in addition to designing highly complex systems integrations. Wrenn is a certified Salesforce.com developer, having managed Salesforce.com organizations of all sizes with responsibilities ranging from administration and development to end-user training. He holds degrees in computer science and business administration from NC State University. Wrenn currently resides in Raleigh, NC with wife Chelsey and their dog Finley.

Jimmy Holt

Jimmy Holt

Vp of Business Development & Mid Atlantic Branch Manager
Jimmy Holt

Jimmy Holt

Vp of Business Development & Mid Atlantic Branch Manager

In Jimmy’s role as VP of Business Development & Mid Atlantic Branch Manager, he assists with business development, coordinates project teams, and works to ensure Idle Tool’s daily operations run smoothly. He brings over 15 years of experience overseeing sales, marketing, and operations. Previously, Jimmy managed and administered a Salesforce Org of 950+ users for a global fortune 500 company, and he has assembled and managed sales teams of over 100 reps. Throughout his career, he has worked with organizations ranging from start-ups to global corporations, helping to improve business processes based on understanding the unique requirements of both environments. Jimmy resides in Holly Springs, NC with his wife Jessica and their kids, Braden and Katelyn. In his free time, he coaches football and plays goal keeper for a soccer team.

Ken Erb

Ken Erb

COO
Ken Erb

Ken Erb

COO

Ken is an application architect with significant experience in programming, database design, implementation, management and support. Ken has served in front line design, implementation and support roles as well as CIO for a 1,000 employee public company. Ken is interested in managing both the technical and interpersonal issues organizations face when implementing automated solutions. As an entrepreneur and former small business owner Ken is particularly interested in working with smaller organizations.

Doug Pietrowski

Doug Pietrowski

Director, Technical Services
Doug Pietrowski

Doug Pietrowski

Director, Technical Services

At Idle Tools, Doug oversees the day to day operations of the development staff and manages the daily technical aspects of projects at Idle Tools. He brings with him over 30 years of software, product development and management experience in roles ranging from software engineer and solutions architecture to executive management in both large enterprise and startup environments. Doug's focus has been in designing high quality, resilient, data driven, service-oriented architectures that support flexibility and re-usability primarily in the healthcare and pharmaceutical industries. Doug's skills derives from his computer science studies at Loyola College in Baltimore, MD. Doug currently lives in Cary and enjoys playing golf, fishing and being Dad to his three teens.

Jason Jones

Jason Jones

Senior Consultant
Jason Jones

Jason Jones

Senior Consultant

Bringing years of Salesforce.com experience to ITC, Jason has an in-depth understanding of all aspects of Salesforce.com configuration process. He was responsible for the management and support of 158 Salesforce.com seats spanning two business divisions in three global regions for a large Canadian based software company in his previous role. Jason is currently working on a single large implementation that required the migration of several companies from non-Salesforce.com CRM’s into a single Salesforce Platform. In the future he will be managing multiple projects for Idle Tools Corp. Jason Lives in Apex, NC with his wife, Michelle, son Matt, and daughter Anna.

Chris Smith

Chris Smith

Configuration Specialist
Chris Smith

Chris Smith

Configuration Specialist

Chris is serving as the configuration specialist for Idle Tools Corp. He is an information technology and management veteran. In 1995, Chris began working as a data center manager for Siemens Corporation. Since 2005, he moved into an IT project manager role. Chris has a project management professional (PMP) certification, which he has held for the past ten years. Today, Chris is applying his project management experience in his role at Idle Tools where he works to ensure active projects are moving forward in an efficient manner. In his free time, Chris enjoys golfing and scuba diving. He currently resides in Wendell, NC.

Angela Kreusel

Angela Kreusel

Senior Consultant & Team Manager
Angela Kreusel

Angela Kreusel

Senior Consultant & Team Manager

Angela takes on the role of Senior Consultant & Team Manager at ITC. With 15 years of experience working with large corporate organizations on IT and Marketing Operations teams as Project Lead and Operation Analyst, Angela is highly qualified for her role. Before joining the ITC team, she led a large-scale implementation of 150 users to Salesforce Sales Cloud at a large manufacturing company. Angela considers her biggest strengths to be her deep knowledge of the sales process and her ability to configure Salesforce to meet the demands of both a business and it’s customers. Angela currently lives Michigan with her family.

Mark Belk

Mark Belk

Solution Developer
Mark Belk

Mark Belk

Solution Developer

Mark’s primary responsibility at Idle Tools is developing custom solutions on the Salesforce platform and building system integrations. He has five years of Microsoft .net development experience that ranges from SOAP based web services to SSIS packages that streamline data transfers between systems. Before working at Idle Tools, he was a software developer for a Durham based healthcare IT consulting firm. Mark currently lives in Chapel Hill, NC and continues to pursue his passion for music with his band called The High & Mighties.

Greg Mannon

Greg Mannon

Senior Consultant
Greg Mannon

Greg Mannon

Senior Consultant

As a Salesforce Consultant for Idle Tools, Greg designs and builds scalable solutions that support client’s unique sales and business processes. Prior to Idle Tools, Greg designed, implemented, and supported Salesforce solutions in the Technology, Non-Profit, Manufacturing, and Healthcare sectors. Greg started his career within the Salesforce Ecosystem as a Solution Consultant for a large HR software company, where he designed and presented compelling solutions to meet client requirements during the sales process. Greg comes to Idle Tools from Peoria, IL, where he graduated from Western Illinois University with a Bachelors degree. Greg is a Certified Salesforce Advanced Administrator. Greg is married to his wife, Michele and they have 3 young daughters and two dogs.

Eric Michaud

Eric Michaud

SENIOR CONSULTANT
Eric Michaud

Eric Michaud

SENIOR CONSULTANT

Eric has a passion for Salesforce with a desire to help his clients achieve their business goals with the CRM system. Previously, Eric was a Salesforce.com Administrator in the Medical Device and Financial sectors. Eric comes to Idle Tools from San Antonio, TX, where he attended Texas A&M University. Eric has 3 lovely daughters.

Zach Rothstein

Zach Rothstein

Solution Engineer
Zach Rothstein

Zach Rothstein

Solution Engineer

Zach's background focused on design and front-end development. In his previous role at an engineering firm, he gained experience in configuring and integrating Salesforce.com for sales, marketing and support teams. Zach’s role as a Salesforce.com Solution Engineer is to assist clients in achieving their goals with the Salesforce platform. Zach lives in Raleigh and is pursuing his masters degree in information systems. Zach comes from Cleveland, Ohio and is a graduate of Ohio State University where he studied economics.

Kate Vanneman Scheidler

Kate Vanneman Scheidler

Senior Consultant & Marketing Analyst
Kate Vanneman Scheidler

Kate Vanneman Scheidler

Senior Consultant & Marketing Analyst

Throughout her career Kate has primarily focused in marketing strategy, most recently helping businesses make the transition from tradition resources to implementing and leveraging marketing automation and Salesforce (CRM) systems. Kate has experience with gathering requirements, defining processes, system configuration, system testing, and user adoption. Kate has experience with Pardot and Salesforce.com cloud based solutions. Kate is a graduate of Purdue University, with a Bachelor of Science in Communication and a minor in Theatre.

Kristal Stoneking

Kristal Stoneking

Consultant
Kristal Stoneking

Kristal Stoneking

Consultant

Kristal’s role as Salesforce consultant allows her to configure Salesforce.com to meet the various business and organization’s needs of our clients. Kristal’s background includes configuring and managing Salesforce for large corporate organizations on a Sales operation and Marketing team as a certified Salesforce administrator. Kristal comes to Idle Tools from Omaha, NE where she graduated from Bellevue University with a Bachelors in Design and minor in Psychology. Kristal currently lives in Willow Spring, NC with her Husband, Brad, and two daughters.

Dane Whitley

Dane Whitley

Senior Consultant
Dane Whitley

Dane Whitley

Senior Consultant

Dane is a U.S.Navy veteran and a Senior Consultant with Idle Tools. Having worked within a multiple technical support roles as well as non-technical sales roles prior to Salesforce.Com consulting, he is personally familiar with businesses process, common needs, and best practices often associated with these business divisions. Having worked as the sole business analyst, project manager, and primary configurator for multiple projects, he is adept at quickly identifying which aspects of a solution will necessitate code and which can be done utilizing out-of-the-box functionality in addition to executing configuration and common custom automation requirements. He currently holds the following SFDC certifications: Platform App Builder, Salesforce.Com Administrator, Advanced System Administrator, Salesforce Developer, and Salesforce Cloud Consultant.

Patrick Currin

Patrick Currin

Solutions Developer
Patrick Currin

Patrick Currin

Solutions Developer

After several years working in the Richmond area, Patrick has returned to the Triangle, working as a Solutions Developer for Idle Tools Corp. He enjoys project planning, transactional efficiency, Java, C#, Apex, Visualforce, and, most of all, authoritatively expounding upon yon electric bass. In 2004, he graduated with a Bachelor of Fine Arts from the University of North Carolina at Chapel Hill. More recently, he has earned an Associate Degree in Computer Programing from Wake Technical College in Raleigh, NC.

Chad Walton

Chad Walton

Configuration Specialist
Chad Walton

Chad Walton

Configuration Specialist

Chad is a Salesforce.com and Pardot configuration specialist. Chad performs Salesforce.com and Pardot configurations and tasks for various clients. Additionally Chad is in charge of implementing marketing programs throughout pardot. In Chad’s previous role he gained experience in customer service and business processes. Chad is a recent graduate of NC State University with a Degree in Business Administration. Chad currently lives in Durham, NC and pursues his passion for photography outside of work.

Helen Leblond

Helen Leblond

Office Manager
Helen Leblond

Helen Leblond

Office Manager

Helen Leblond serves in the role as Office Manager to include Accounts Payable and Receivable, Onboarding, Payroll and Benefits management, and on-site corporate travel coordinator. Helen's previous experience includes Office Management, Corporate Travel Agent, and is a seasoned educator. Helen holds a degree in Special Education, and Elementary Education. In Helen's spare time, she and her husband, Ron enjoy traveling to Santa Monica to visit daughter Rachael and to Grand Cayman to visit daughter, Jess, son-in-law, Eric and grandkids, Leo and Rider.

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Our Blog

Key Account Planning

Use Case Many companies use Key Account Plans which are typically created each year for critical customers or in some cases all customers depending on preference of the company. The purpose of Key Account Plans is to document what a salesperson (or sales team) plans to accomplish with a customer over the course of the year.  They are created either during the 4th quarter of the previous year or during first quarter of current year. Typically, key account plans consist of the.

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Salesforce Disabling TLS 1.0 Encryption

Guest Post by Ben Murad   Hello everyone, I’m writing today to let you know about some changes to your use of Salesforce.com on your laptop or desktop computer! Coming out today, Salesforce is announcing that some of their security protocols are changing. While this is a regular occurrence, Salesforce updating security processes, this one in particular may have some impact on you or your users. What this really means is that older versions of some web browsers, like Internet Explorer or.

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The New Salesforce Lightning Experience

          Every few years, a technology company will make an important leap forward with a major software update. The new Lightning update for Salesforce is the biggest change to the user interface in the history of the 16 year old cloud software company. In the release video, Salesforce employees who contributed to this update called it ‘the project of a lifetime’ when discussing its scale and importance in the evolution of the Salesforce platform. While the fundamentals of the platform haven’t changed much,.

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Mobile CRM

After many years when business applications on cellphones existed, but were too bulky, too slow, and didn’t include enough features for dependable business use, mobile phones today are finally powerful enough to provide efficient business solutions. If you have a new smartphone in your pocket, it’s not rare that it will be as powerful as your desktop sitting in your office. Today most information technology growth is coming from the mobile sector. Mobile CRM is paving the way for improved sales and.

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Stay Connected

Address

Physical Address: 120 Preston Executive Dr,

Cary, NC 27513

Billing Address: 2054 Kildaire Farm Rd #332,

Cary, NC 27518

Telephone

1 (844) CRM-IDLE

1 (844) 276-4353

Business Hours

Mon – Fri : 8:00 AM to 5:00 PM

Idle Tools Corp.