Data Insight × AI × CRM Implementation — Driving Business GrowthData × AI × CRMfor Business GrowthYour Data / AI / CRM Consultant
Hands-on experience across finance, tech and retail: Data/AI consulting, CRM & MarTech implementation and corporate training that turn data into growth.
Cross-industry consulting experience in finance, tech, and retail. I provide: [Data/AI Consulting], [CRM & MarTech Implementation (Salesforce)], and [Corporate Training] to turn data and systems into real business growth.
Jason Tsai
Independent Consultant & Corporate Trainer | Former Salesforce Senior Solution Engineer and Cathay Life Data Analyst
Flagship product | Own SaaS
Javelin: Restaurant Intelligence and Trade-Area Decisions
The first SaaS I built myself. It combines Google Maps listings with Taiwan business-tax records to surface new-store opportunities every week and compare rivals, districts and candidate sites on one basis.
- Sales: a weekly new-store list ranked by opportunity index
- Owners: competitor list, competition map and venue check-up
- Chains and landlords: competition across 24 districts
How I can help
Data strategy experience from Cathay Life and solution consulting from Salesforce — from defining the problem to delivery.
Data / AI consulting
Data strategy, analytics projects, reporting and automation that ground decisions in evidence.
Learn more02CRM & MarTech implementation
Discovery and rollout planning for Salesforce, GA4 and CDPs to connect your customer data.
Learn more03Talks & corporate training
Data storytelling, Tableau and AI tools — from a 2-hour talk to a full-day program.
Learn moreWhat participants say
Excerpts from anonymous post-session surveys.
I went from never touching Tableau to building a report — hugely rewarding. The delivery and demos were so clear that no one ever felt lost.
Funny, crystal-clear and perfectly on time — the first time I’ve seen a class this well-paced and this well-taught.
The case studies on building a CDP and digital-behaviour customer tags showed me exactly what MarTech teams do in industry.
Translated from the original Chinese feedback.
ChartBar: Taiwan in One Chart
Popular charts from the ChartBar Instagram, with full explanations and design notes.
Make data drive your decisions
From data strategy and CRM/MarTech implementation to reporting and automation — tell me the problem you want to solve and I will reply within two business days.