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About Our Team

Our mission is to eliminate system friction and complexity for scaling SaaS companies by delivering platform-agnostic, clinically efficient CRM blueprints. We ensure that every client achieves effortless user adoption, reliable data integrity, and maximal revenue growth through precise planning.

Wes Beights

Lead Consultant

CRM Strategy & Implementation Expert

With over 8 years of specialized experience in CRM consulting, Wes has established himself as a trusted advisor to scaling SaaS companies across North America and Europe.

 

Wes has successfully led more than 60 CRM implementation and optimization projects, helping clients achieve an average of 42% increase in user adoption and 37% improvement in data reliability metrics.

 

His expertise spans multiple CRM platforms including Salesforce, HubSpot, Microsoft Dynamics, Gainsight, Zendesk, etc , allowing him to provide truly platform-agnostic solutions tailored to each client's unique needs and growth trajectory.

Projects Completed

60+

Years Experience

8+

Certifications

12

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Clients Served

39

Transforming businesses with innovative CRM solutions tailored to your specific needs.

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Contact Us

(619) 384-1728

© 2025 Optiplan CRM Consulting. All rights reserved.

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