Jon Mervis

Critic
DISC Type : C

Salesforce Consultant, Founder, Tea Drinker at Blue Engine Solutions

Washington, District of Columbia, United States

Overview

Jonathan Mervis is the Founder and a Salesforce Consultant at Blue Engine Solutions, specializing in helping businesses and nonprofits maximize their Salesforce investment. With an MBA and experience as a CTO who architected a CRM implementation, he is often described by colleagues as entrepreneurial, innovative, and creative.

Outside of his tech career, Jonathan is a father and a self-proclaimed tea drinker. His entrepreneurial drive extends to creative ventures; he previously co-founded a successful branded humor apparel company that sold products to major retailers like Nordstrom and Urban Outfitters.

He once co-founded a humor apparel brand called Crooked Monkey.

Personality Overview

Information Seeker

ROI Driven

Negotiator

They choose to analyze logically and value facts to emotions.  Unless the value is proven by data, they are unlikely to value fancy features. It is very likely that they will negotiate pricing or other important terms.

Topics They Care About

Salesforce for Nonprofits
He holds a Salesforce Certified Nonprofit Cloud Consultant certification and his company, Blue Engine Solutions, actively serves nonprofit clients.
Serial Entrepreneurship
He founded his current consultancy and previously co-founded a successful humor apparel company, with colleagues calling him a "serial entrepreneur at heart. "
AI in Business
He recently expressed excitement about learning the latest on AI for business, specifically in the context of Salesforce's new developments.

Media Appearances

Blue Engine Solutions – Company Profile. Featured in The Org

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Jon Mervis from Blue Engine Solutions (CRM01) - YouTube. Featured in YouTube

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Work History

10-2019
Salesforce Consultant, Founder, Tea Drinker at Blue Engine Solutions
5-2009 - 1-2020
CTO and Managing Partner at Mervis Diamond Importers
2005 - 2007
Co-Founder at Crooked Monkey

Education

2001 - 2005
BA from University of Pennsylvania
2007 - 2009
MBA from University of Maryland - Robert H. Smith School of Business

More Information

Social Presence :

Prographics :

Exp : 19 Location : Washington, District of Columbia, United States Job Level : Leadership Designation : Salesforce Consultant, Founder, Tea Drinker at Blue Engine Solutions
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Insights For Selling To Jon

During A Call Or A Meeting

DO's

  • Tell them what ROI they can expect
  • Be ready to answer many clarity-seeking questions and requests for information
  • Keep some extra margin while sharing pricing, they are likely to negotiate later

DONT's

  • Avoid pushing them too much to involve other stakeholders unless it is critical
  • Don't give superficial answers, they are easily rattled by them
  • Do not use very emotional or colorful language

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jon is

  • Proven ROI, pricing and objective proof points are the factors that sway their decision.
  • Will you ever get a clear answer from Jon

  • They are comfortable saying no if they are convinced that it is the correct decision.

Insights For Deal Planning

    How fast (or slow) will Jon move?

  • Their decision-making is neither very fast nor very slow, they are somewhere in between.
  • Can Jon take some risk or not?

  • They can take risks if their analysis shows that it would be worth it.

You And Jon

Personality Compatibility


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