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Sales Analyst Resume

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Sunnyvale, HQ

PROFESSIONAL SUMMARY:

  • Total 7 years of experience in Software Industry that includes over 3+ years as a SFDC Consultant in conducting Business Process Flow, requirements gathering, Documentation, Business Writing skills, Testing and other functional specifications.
  • Extensive experience using Salesforce.com Administration including configuration, customization, support and
  • Interacting with client for requirement gathering, system study & analysis.
  • Understanding the technical & functional specifications.
  • Designing, developing, testing, troubleshooting & debugging of applications.
  • Providing post - implementation, enhancement and maintenance support to client for application.
  • Handling the project in CRM application level rather than component level or individual programming.
  • Involved in Sales force and giving presentations on researches (using mycosspoint.com and glance.net).
  • Extensive experience in designing custom objects, custom fields, Pick list, role based page layouts, Validation Rules, Sharing Rules, custom Tabs, custom reports, report folders, report extractions to various formats, design of Visual Force Pages, Snapshots, Dashboards, and Email generation according to application requirements.
  • Creating Roles, Profiles, Page Layouts, Workflow Alerts and Actions, and ApprovalWorkflows
  • Understanding the Salesforce.Com CRM Applications
  • Working directly with the Business Users
  • Strong expertise in writing BRD’s as per the requirements
  • Handling work on both Customer and Partner Portals
  • Organizing and validating the requirements to ensure that all are documented in an agile framework
  • Serving as a bridge between the clients and developers to ensure that all technical requirements are identified.
  • Identifying process gaps and doing a detailed gap analysis
  • Facilitating joint application review/design sessions (JAR/JAD) with clients, technical, and third party resources.
  • Identifying and documenting issues and risks in a timely manner and presenting it for managing escalation.
  • Work with team to identify root cause and solutions to minimize SFDC customizations.
  • Functional Expertise in Sales Force Automation (SFA), Marketing Automation and Case Management
  • ADM 201 Certified
  • Provide customer with best practice solutions related to Salesforce.com, CRM and PRM.
  • Comprehensive knowledge of Software Development life Cycle (SDLC) and Six Sigma, having thorough understanding of various phases like requirements, Analysis/Design, development and Testing.
  • Experienced in using Excel to create Pivot tables, and accessing multidimensional cubes from Excel.
  • Exporting the data to Excel Files and Text Files from database.
  • A well-organized, goal-oriented, highly-motivated effective team member with excellent analytical, reasoning and problem solving Skills.
  • Excellent Interpersonal and Communication skills, fast learner, hardworking and good team player.

TECHNICAL SKILLS:

Operating Systems: Windows 98/2000/XP/2003/vista, Windows7

Languages: T-SQL, SQL, PL/SQL, Java Script, Java, C, C++,Visual Basic

Salesforce.com: Apex Language, S-Control, Data Loader, Chatter, HTML, XML

Tools: /Utilities: En Manager, SQL Server Management Studio (SSMS), Query Analyzer, Business Intelligence Development studio, DTS, Analysis Manager, SQL Profiler, SQL Advantage, SQL * Plus, Toad, Erwin, Eclipse.

Databases: SQL Server 2005, Oracle9i, MS Access

Software: MS Office, Adobe Photoshop, Adobe Acrobat, MS Excel, MS-Project 2000

Reporting Services: Excel, SQL Server Reporting ServicesJava/J2EE: Core Java, Servlets, JSP, EJB, JDBC, JNDI, JMS, struts, Hibernate, Java web services, Eclipse, Apache Tomcat, weblogic server, JBoss

SFDC Technologies: Apex, Visual force, S-Control, SFDC Data Explorer 8.0, Apex Data Loader, Eclipse 3.4 and exact target.

PROFESSIONAL EXPERIENCE:

Confidential, Sunnyvale HQ

Sales Analyst

Responsibilities:

  • Worked with different Scrum teams to support Confidential Sales for internal and partner users worldwide.
  • Responsible for user-provisioning in SFDC based on Profiles, Permission sets, Role Hierarchy and Job functions.
  • Involved in setting up sharing model using the Account Sharing Rules, Lead and Opportunity Sharing Rules for selectively granting access to different users based on their Geo level visibility
  • Created custom page layouts, Assignment Rules, Custom fields, enabled Gold Partners to convert leads, Approval processes for Channel manager to approve leads to be converted to Opportunity when a partner created lead using partner portals for deal submission.
  • Responsible for leveraging Role Hierarchy for the purpose of forecast hierarchy. Role Hierarchy would have a forecast manager or a forecast placeholder for forecast submissions based on Geo level Sales Ops
  • Created Multi-Role custom object for dual role login setup for Sales reps or CDMs who owns Partner Accounts
  • Dealt with extensive Mass transfer of accounts, leads, cases or opportunities along with changing ownership for accounts/leads from SR’s/CDMs to dummy House Accounts (HA account owner) with Plan type FL-Direct for Booking for forecasting (rep level) and visibility purposes.
  • Extensive creation and maintenance of Reports and Dashboards for different level of access to Customer/Partner portal users based on territories.
  • Constructed summary and detailed views with various salesforce.com objects like Accounts, Contacts, Leads, Campaigns, Reports and Dashboards
  • Worked on Onsite-Offshore Model on Quote to Order process
  • Conducted weekly meetings and sessions to solve the user requests.

Environment: s: Rally Dev for user stories, Service now, Data Loader, Import Wizard, SharePoint

Confidential, South San Francisco

Salesforce Consultant

Responsibilities:

  • Review, prepare and deploy/execute configuration and codes to controlled environments: SFDC, Aprimo, Force.com.
  • Provide troubleshoot/analyses for resolution for Tier 3 for Production and post-production deployment/support.
  • Providing consultative product and solution for expertise application specific projects
  • Responsible for successful execution or rollback of the software changes if required
  • Worked with the Change management team for Maintenance and Enhancements (M&E’s) tracking and deployment.
  • Established a Change process to track the changes that used manual migration.
  • Review; provide impact assessment for all deployment-related documentation including deployment, rollback plans, naming conventions and Sandbox refreshes
  • Ensure deployments follow established processes to meet quality, repeatability, efficiency and meet compliance standards
  • Collaborating with the application development team to identify and realize technical improvements to the solution.
  • Used Migration Tools like Apache Ant and Eclispe plug-in for Deployment and validation of packages
  • Extensive usage of data loader to import and export environment variables, updating owner Id records from Force.com

Confidential, San Francisco, CA

Salesforce Business Analyst

Responsibilities:

  • Implementation of CRM functionality where Breast Health Specialists can capture Confidential t contact information
  • Developed various Custom Objects like Answer submission, Answer verification, BHS consult, BHS Action taken, BHS contacts, Question choice, Question choice text, Relation code, Family history, Health condition, string answer, choice answer, date answer, invitation.
  • Tabs, Entity-Relationship data model, validation rules, Sharing Rules on the objects, Components and Visual Force Pages
  • Created page layouts, search layouts to organize fields, custom links, related lists, and other components on a record detail and edit pages.
  • Created workflow rules and defined related tasks, time triggered tasks, email alerts, filed updates to implement business logic.
  • Monitored end-user activity to ensure successful adoption by creating and utilizing adoption reports/dashboards.
  • Configured and supported Salesforce.com CRM system for the Franchise Development Division that improved leads capture rate, management, and conversion
  • Worked with Service Cloud to track cases based on the participants.
  • Documented the different versions of Health Questionnaire Systems(HQS) Release Notes in Sharepoint.
  • Used JIRA for issue tracking and delivering projects
  • Emails and triggers set up in UCSF environment
  • Performed the responsibility of unit and system testing for verifying the test specifications apart from the UAT.
  • Worked in an agile-based environment.

Confidential, Burbank, CA

Salesforce Business Analyst

Responsibilities:

  • Implementation of planned enhancement of Prospect Prioritization changes to Accounts, Opportunities, Activities, Scoring, Grading, distribution calculations and Prospect Entries.
  • Manage different page layouts for each type of contract assist pages.
  • Responsible for the maintenance of data validation and integrity issues.
  • Generate the reports for different target segment areas of prioritization to measure KPI’s
  • Implemented the requirements on Salesforce.com and Force.com using plugin Eclipse.
  • Used Data Loader for Data Management in Salesforce.com platform.
  • Involved in creating parameters for custom settings and managing them as per the requirements.
  • Created templates, approval processes, approval page layouts and defined approval actions on them to automate the processes.
  • Worked with most of the Salesforce product lines (Sales Cloud, Service Cloud, Chatter, Remedy, and Social Enterprise).
  • Worked on case management and case escalations.
  • Created Custom Page Layouts, Sharing Rules, Assignment Rules, Custom fields, enabled Gold Partners to convert leads, Approval processes for Channel manager to approve leads to be converted to opportunity when a partner created lead using the Partner Portals for a deal submission.
  • Worked with Partner Portals for PRM Portal Branding, creating partner accounts, Campaign object to include picklists, fields and page layouts for tracking responses. Eg: Partners of an event. Also, created different custom campaign picklist called campaign Goal to include values like Lead Generation, Awareness, Customer retention, customer up-sell, Customer cross-sell.
  • Created Campaigns to capture leads and recognize the qualified leads, tracked the qualified leads to create new opportunities.
  • Used Web to lead functionality to capture leads from online forms on landing pages and associate these leads with Campaign ID value and use member status field to assign generated leads using assignment rules to a campaign and merged duplicate Leads before converting to Opportunities.
  • Used App called CardLasso to transcribe business cards to leads automatically. Also used Google Adwords tool (creating ads on google) to capture prospects that used google to search keywords and generated Leads automatically and segmented them for sales.
  • Provided guidance for workflow template development and data filtering criteria
  • Performed the responsibility of test scripting for verifying the test specifications apart from the UAT.

Environment: Force.com, Apex, Data Loader, Import Wizard, Force.com IDE.

Confidential, San Francisco, CA

Salesforce Business analyst

Responsibilities:

  • Involved in Salesforce.com Application Setup activities and customized the apps to match the functional needs of the organization.
  • Interacted with various business team members to gather the requirements and documented the requirements.
  • Used Sales Force Automation (SFA) for Sales Lead Management, Opportunity Management, Account and Contact Management, Case Management, Data Quality Management, and Approvals and Workflow.
  • Constructed summary and detailed views with various salesforce.com objects like Accounts, Contacts, Leads, Campaigns, Reports and Dashboards.
  • Developed various Custom Objects, Tabs, Entity-Relationship data model, validation rules on the objects and tabs.
  • Created page layouts, search layouts to organize fields, custom links, related lists, and other components on a record detail and edit pages.
  • Created workflow rules and defined related tasks, time triggered tasks, email alerts, filed updates to implement business logic.
  • Managing Dashboard development and Reporting
  • Developed and configured various Reports and Report Folders for different user profiles based on the need in the organization.
  • Created process for loading data from legacy systems.
  • Configured enabling of Partner portal, enabling profiles for partners, deal registrations, enabled the lead conversion via partner portals.
  • Developed Custom Objects, Custom Reports and configured the Analytic Snapshots to dump the data on regular basis for the sales performance and lead generation statistics
  • Configured applications to meet business requirements and formulate systems to parallel overall business strategies
  • Ensured consistency of usage conventions, compliance with best practices, and integrity of data. Provide oversight on mass data uploads
  • Test scenario definition and script development

Confidential, Red Bank, NJ

Sales force Administrator

Responsibilities:

  • Reviewed, analyzed, evaluated, and documented business systems and user requirements
  • Construction of summary and detailed views in Salesforce.com (SFDC) on all campaign, lead, prospect, opportunity, account and revenue activities
  • Managed and coordinated multiple enterprise-scale rollout projects involving brokers with 300+ agents.
  • Configured Salesforce.com as per client business requirements, customize/set: role hierarchy, users, sharing/access rules, standard/custom fields, page layouts, letterhead/email templates, lead/case assignment/escalation rules, auto-response, reports/dashboards, and custom objects. Also responsible for exporting/scrubbing data from existing/legacy systems and importing into Salesforce.com.
  • Created reports and dashboards. Served as sole interface to Marketing, sales, and technical service departments.
  • Provided guidance for workflow template development and data filtering criteria
  • Ensured consistency of usage conventions, compliance with best practices and integrity of data
  • Provided and administrative support for users; administer accounts, permissions, and configurations; and keep current on enhancements/documentation for Enterprise Business Applications(CRM,ERP,SFA)

Confidential

SQL Server Developer/DBA

Responsibilities:

  • Installed & Configured SQL Server 2005 for Development Purpose.
  • Involved in Migration of SQL Server 2000 to SQL Server 2005.
  • Configured Security settings on SQL Server by creating Logins, Database Users and Application Roles as per the needs.
  • Created both automated and manual reports using SSRS (SQL Server Reporting Services)
  • Created reports on both relational databases as well as against analytical cubes.
  • Worked directly with the Business Team to resolve issues, perform special requests such as Reports and communicate changes to application.
  • Created views and User Defined Functions.
  • Created stored procedures to update the details of new consultants and more.
  • Proper use of Indexes to enhance the performance of individual queries and enhance the Stored Procedures.
  • Extensively created stored procedures using temporary tables minimizing cursors.
  • Provided extensive technical, user documentation and .
  • Retrieved the data from Oracle database using SQL queries.

Environment: (SQL Server 2005/2000, SSRS, SSAS, SSIS, SQL server 2005 Management Studio, VB.NET,MS Project, MS Access 2000, MS EXCEL 2000, Windows 2000

Confidential

Programmer/Designing

Responsibilities:

  • Responsible for testing of application on various levels like integration and component testing by utilizing various methodologies
  • Interfacing LCD with the chip component unit
  • Programming timers and counters using Visual Basic and C++ languages
  • Analyzing the architecture of components and displays.

Environment: (Visual Basic, Matlab, MS Access 2000, Windows 2000)

Confidential

Java Developer (Trainee)

Responsibilities:

  • Part of the team which was responsible for designing and developing the application in n-tier fashion as per struts based MVC architecture standards
  • In-depth knowledge of the object oriented programming, object oriented analysis and development J2EE technologies.
  • Proficient in server side java programming.
  • Responsible for developing the Registration modules of the wholesale application
  • Utilize the various Java Design patterns to develop the Business modules based on the required functionality
  • Responsible for developing the application level flow by utilizing Java, JSP, Struts, Servlets, Hibernate, EJB, JNDI, JDBC and JMS
  • Responsible for developing the OS specific scripts (Shell Scripts) for automating the closing doc Process
  • Used java Script front end Validations

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