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Skills

  • Analysis
  • Application Development
  • cnm
  • Consulting
  • Design
  • Management
  • Marketing
  • Research
  • Sales
  • Salesforce
  • Training

Services

  • Salesforce Consulting

    $175/hr Starting at $25 Ongoing

    Dedicated Resource

    Our CRM Evaluation will help you: Map your existing business processes to Salesforce.com’s feature set to determine which product license – Professional, Enterprise or Unlimited, is best suited for...

    AnalysisApplication DevelopmentcnmConsultingDesign

About

Business Systems Analyst focused on Salesforce.com implementation and Administration, with a passion for problem solving and continuous business process improvement.

• Led implementation for Salesforce.com CRM, from vision scope, to requirement gathering, prioritizing, vendor selection, planning, testing and implementation phases.
• Designed Reports and Dashboards for all departments in the organization, including custom report types and custom formula fields to show specific metrics for further analytics.
• Coached business users in best practices for both B2B and B2C Salesforce functionality. Used problem solving, critical thinking and troubleshooting skills to bridge any gaps between users and technology.
• Designed and Built custom Sales Goal tracking and reporting functionality in Salesforce using declarative development, custom opportunity types and custom sales processes.
• Created business process automation for philanthropic department using Process Builder and custom workflows.
• Trained and mentored management, business users, technology staff and vendors; ensuring optimal Salesforce utilization