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Bryan Smith portrait photo



Principal Consultant
McKinney, TX

Bryan is a 12x Salesforce Certified Consultant and Application Architect with experience in Sales Cloud, Service Cloud, Experience Cloud, and Field Service. With a background in engineering, the first decade of his career was in oil and gas before transitioning into technology.
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How did you get started with Salesforce?

The story of how I got started with Salesforce is so unlikely that it still surprises me today. It all happened several years ago when the company I was working for was closing up shop, leading me to begin looking for something new. A friend of mine who worked for a small family-owned construction company reached out and said they were looking for someone to implement this thing called Salesforce and asked me if I had ever heard of it before or knew what a CRM was. I told them that I hadn’t and that I didn’t, thinking that was that. I will never forget their response: “Don’t worry about it,” they said, “you’re an engineer – you’ll probably figure it out.” I laughed until I realized they weren’t joking. Long story short, they decided to hire me and that’s when I first cut my teeth with Salesforce. Becoming self-taught through a crash-course of help articles and Trailhead modules, I was ultimately able to implement multiple different clouds for them. It was the perfect incubator environment for me to try something new, to hone my skills, and was one of those once-in-a-lifetime opportunities that I’ll always be grateful for. Having by that time developed a passion for my new craft, I was able to learn enough to get certified in various areas, and (when they too decided to close up shop) was ultimately able to pursue that passion full-time here at Rosetree, where I’ve since found an even better home from which I’ve never looked back.

What’s your favorite thing about building solutions with Salesforce?

I think my favorite thing about building solutions with Salesforce is that there are so many different ways to do so. I sometimes feel like I’m an inventor in the world’s largest workshop with every part and tool imaginable, where the sky’s the limit in terms of what I can build and how I can build it. It’s both an art and a science and so allows me to exercise both the creative and analytical parts of my mind, yet in a practical way that helps me to better serve and meet the needs of others, the combination of which brings me great joy.

What energizes you at work?

Nothing energizes me more than seeing solutions come to life that have a real impact in helping other people. Whether it’s a more efficient or streamlined process, a better designed user interface or experience, or a more insightful body of data, seeing people light up with excitement over the ability to better perform (and even enjoy!) their jobs is what motivates me to do what I do every day.

Name a work achievement you’re proud of.

Aside from being able to successfully implement a variety of solutions for multiple clients across a host of industries over the past several years, I think the achievement I’m most proud of is simply the opportunity to be a part of such a stellar team of humble experts. I’m proud of the ability to share in our collective achievements as we work alongside one another to bring transformation and value to all of our clients.
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Who or what inspires you?
My family inspires me the most. Their unconditional love motivates me to work hard at everything I do and to seek to become the best version of myself that I can be. They are my world.
What’s one thing you’re learning now? (professional or personal)
My wife and I are currently planning to go on a river cruise through the heart of Europe next fall, so right now I am trying to learn a bit about the various histories and cultures of all of the countries we will be traveling through. It’s been a lot of fun so far and will hopefully make the trip just that much more enjoyable.

What three words would your friends use to describe you?

Okay, I cheated and actually “phoned a friend” on this one and the three words I got were: intelligent, reflective, and easy-going.


What’s something you love about the place you live?
Besides having family close by, as well as the forested creek in our backyard (where you can find me out on the patio most nights), I think our town square is probably my favorite thing about where I live. It dates back to the mid-1800’s and, despite now being at the heart of a suburb with a sizable population, it has managed to retain that quintessential small-town look and charm.
What could we find you doing outside of work?
My favorite hobby by far is traveling. With a bucket list goal to make it to all fifty states and at least a handful of countries on every continent, I love exploring new places – immersing myself in their cultures, learning their histories and traditions, and (especially) eating their food. Next to traveling, though partially related, is my love of learning. Most days you can probably find me reading a book or taking an online course on one of a variety of topics, although I typically gravitate towards the intellectual worlds of philosophy, theology, history, and science.
What trend do you hope makes a comeback?
Bookstores! I love digital books too, but I do miss the days of being able to get lost in a brick-and-mortar universe of books – the look, the feel, the smell, the ideas… just everything about it.

What’s your go-to karaoke song?

Although admittedly not a huge karaoke guy, as an introverted old soul who loves Christmas (but lives in Texas)… I’ll go with “White Christmas” by Bing Crosby. One can always dream 🙂

Bryan celebrated 4 years with Rosetree Solutions in 2023.
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