---
title: Paper Tube Co — Salesforce CRM Integration
type: article
created: '2026-04-05'
updated: '2026-04-05'
source_docs:
- raw/2025-12-18-impromptu-zoom-meeting-109926450.md
tags:
- salesforce
- paper-tube
- crm
- shopify
- carly
- jeff
- melissa
layer: 2
client_source: null
industry_context: null
transferable: true
---

# Paper Tube Co — Salesforce CRM Integration

## Overview

Paper Tube Co is a premium product company engaged on a 6-month agreement starting January 2026. The engagement includes a Salesforce CRM component alongside Shopify development and broader marketing services. Carly is the primary CRM resource, selected specifically because she brings existing Salesforce expertise to the project.

See also: [[clients/paper-tube/_index]] | [[knowledge/shopify/paper-tube-shopify-setup]]

---

## Engagement Context

| Field | Detail |
|---|---|
| Client | Paper Tube Co |
| Engagement Length | 6 months |
| Retainer | $4,000/mo + 4% of attributed revenue |
| Project Lead | Melissa Cusumano |
| CRM Platform | Salesforce |
| Website Platform | Shopify |
| Urgency | Lower than Aviary AI; not time-critical at launch |

The performance-based revenue component (4% of attributed revenue) creates an incentive to ensure CRM attribution tracking is set up correctly from the start. Accurate Salesforce-to-revenue attribution will directly affect agency compensation.

---

## Team Assignments

| Role | Person | Notes |
|---|---|---|
| Project Lead / Strategy | Melissa | Primary client contact |
| Salesforce / CRM | Carly | Leverages existing Salesforce expertise |
| Shopify Development | Jeff | Learning Shopify platform on this engagement |
| Design | Evokey | Visual and creative assets |
| Strategy Support | Mark | Drifts in and out as needed |

Carly was chosen over other team members specifically because of her Salesforce background. This avoids the ramp-up cost that would be required if a less experienced team member were assigned. Confirm Carly's January availability before finalizing the assignment — her return from reduced hours was pending daycare schedule confirmation as of the staffing meeting.

> *"PaperTube has Salesforce and Carly's up to speed on Salesforce, so Carly might be a better PaperTube."* — Mark Hope

---

## CRM Integration Considerations

### Salesforce Setup
- Carly leads all Salesforce configuration and automation work
- Scope details were not fully enumerated in the staffing meeting; full deliverable list should be confirmed at kickoff
- Attribution tracking must be established early given the 4% revenue performance clause

### Shopify Integration
- Jeff is the Shopify developer; this is a platform he will be learning on the engagement
- Shopify and Webflow were noted as comparable in complexity — both use HTML and drag-and-drop editors
- CRM-to-Shopify data flow (orders, customer records, revenue attribution) should be scoped at kickoff to ensure Salesforce captures attributed revenue accurately

### Revenue Attribution
- The 4% performance fee depends on reliable attribution between marketing activity and revenue
- Salesforce should be configured to track lead source through to closed revenue
- Coordinate with Melissa on how attribution will be defined and reported to the client

---

## Key Decisions

- **Carly assigned as Salesforce lead** — her existing expertise was the deciding factor; no ramp-up required on the CRM side
- **Jeff assigned to Shopify** — will learn the platform on this engagement; Shopify was deemed approachable given his existing web development skills
- **Melissa is primary client contact and project lead** — Mark will provide strategic support but Paper Tube is Melissa's primary account
- **Paper Tube is lower urgency than Aviary AI** — the team has more runway to ramp up compared to the Aviary "Blitz" structure

---

## Open Items

- [ ] Confirm Carly's January availability and hours before finalizing assignment (@Melissa Cusumano)
- [ ] Scope Salesforce deliverables at kickoff call
- [ ] Define revenue attribution methodology with client — critical for 4% performance fee calculation
- [ ] Establish Shopify ↔ Salesforce data integration requirements
- [ ] Create shared drive for Paper Tube project (@Melissa Cusumano)

---

## Related

- [[clients/paper-tube/_index]]
- [[meetings/2025-12-18-staffing-aviary-paper-tube]]
- [[knowledge/shopify/paper-tube-shopify-setup]]
- [[clients/aviary-ai/_index]]
- [[knowledge/hubspot/aviary-ai-hubspot-build]]