Jin Kaur

Business Analyst, Project Manager, Salesforce Administrator

Salesforce projects to date:

Lead Management:

Transferring from Excel and implementing Salesforce for Lead Management across the UK with 200+ Marketing and Sales Users.

Sales Processes:

(1) End to end Sales process flow and build with training for 150 Sales Users. Opportunity management with pipeline and forecasts, reporting and dashboards

(2) New Business and Renewal Sales Management - Opportunity logging and customer communications. Subscription management Zuora set up.

(3) Revamp of Sales process - New price book switch, reduced Opportunity Record Types, Gmail Integration - Groove, Finance Integration - Breadwinner for Xero, approval process, quote management, reporting, forcastes, commissions, dashboards.

Service Cloud / Support:

(1) End to end process mapping and analysis. Enhanced Agent case logging, management and process. Reduced number of clicks by 50%.

(2) Migration from Desk to Service Cloud

Salesforce.com Certified Administrator ADM (201)

Salesforce.com Certified Sales Consultant