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
