CRM Implementation Expert Consultant

Relevant Accomplishments

• Led user research, information architecture, interaction design, usability testing, and business analysis efforts on web design and CRM projects for clients such as CPC, Conservis, Valspar, RSM, Data Sales, FasTest, Inc. and more.
• Distinctively re-engineered clients’ websites to allow separate access for Employees, Dealers and End Users.
• Continually plan and manage project execution through sprints/iterations, allocation of resources and budget using Agile methodology.
• Worked with key stakeholders at Valspar to launch a sales excellence model to enhance, customize functionality, engage the sales force to engage and adopt Salesforce.com to its maximum potential.
• Hired as a CRM Business Analyst to help re-engineer an existing CRM solution to include the integration of website, implemented marketing automation, sales and service features.
• Doubled in a “down year” for advertising, the number of advertisers and increased ad revenue at Automation.com by 50%.
• Proven track record of developing and executing measurable demand and lead generation programs resulting in new customers, reduced selling cycle and overall costs of sales.
• Designed and delivered a CRM training curriculum based on client’s specific needs and structure.
• Recognized for helping sales leaders effectively manage their teams by implementing a ‘stage-gate’ selling process that is replicated in CRM and create improved sales reports for accurate pipeline forecasts.
• Full project life cycle experience in implementing numerous CRM implementations; business process analysis, requirements gathering, RFP, build prototypes, technical design, object customizations, and feasibility analysis.