The Opportunity
Where Toppan Merrill can accelerate growth.
A stronger commercial future for Toppan Merrill
Turn Customer Intelligence
Into Growth.
A modern, AI-enabled CRM strategy to connect your client data, products and people — and create measurable business outcomes across Quinn, Bridge and beyond.
Deep Domain Understanding
Regulatory Services · Software Products · Complex B2B Sales
Proven Microsoft CRM Leadership
Strategy · Dynamics 365 · Customer Insights · AI
Focused on Measurable Outcomes
Adoption · Pipeline · Retention · Expansion Revenue
CRM Strategy
A clear foundation for scale and innovation.
Customer 360
Unify clients, products and engagement.
AI Agents in Action
From insight to impact, with human oversight.
Toppan Merrill Sales Agent
I've identified 3 expansion opportunities based on product usage and recent filings.
Quinn adoption
Proxy season support
SEC reporting advisory
90-Day Roadmap
From strategy to measurable results.
Business Outcomes
The metrics that matter. Illustrative targets.
Pipeline Growth+32%
Customer Expansion+28%
Adoption Rate76%
Time to Opportunity−40%
See it in action
An Illustrative
Client Experience
Personalized, value-driven experiences for the people behind every client relationship.
TOPPANTOPPAN MERRILLClient workspace
Personalized for CFO
Regulatory clarity. Greater confidence.
Recommended for you
Interactive assessment
Where Are You on
Your CRM Journey?
Six questions across CRM and AI maturity. See where you stand and where a fractional leader creates the fastest lift.
CRM Maturity score
AI Maturity score
Personalized gap analysis
Fractional leadership. Real progress.
Why Fractional — And Why Now?
Start Immediately
No hiring delay
Executive-Level Expertise
25+ years of CRM leadership
Measurable Outcomes
A focused 90-day mandate
Build & Transition
Stay fractional or recruit an FTE