Salesforce.com Crm Analyst /administrator Resume
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SUMMARY:
- A highly motivated, career - driven Salesforce.com Analyst excels at in-depth analysis, deployment, and adoption of an organization's Salesforce platform.
- Highly skilled at project management, requirements gathering, and providing direction of a Salesforce roadmap.
- A reliable, hard-working team player, works well under pressure and is comfortable interacting with all levels of the organization and the public.
- Expertise working with multiple business units on a global platform.
- Diverse background includes sales, finance, marketing, service, and operations.
PROFESSIONAL EXPERIENCE:
Confidential, New York
Salesforce.com CRM Analyst /Administrator
Respponsibilities:
- Directly supports Confidential Advanstar organization on all Salesforce.com usage, enhancements, and training.
- Development of organization's Salesforce roadmap. Inspired significant direction, stability, and usage.
- Determination of strengths within organization's use of Salesforce; applied to daily usage by the company.
- Analyzes business processes, trends, usage, and targets to drive efficiency within the organization.
- Expertise with Salesforce data analysis, enhancements, trouble-shooting, reporting.
- Support of Confidential offices to satisfy Salesforce projects (as key member of CRM US Team community).
- Works with diverse teams: sales, marketing, finance, operations, billing, and service departments.
- Interacts with Chief Operating Officer and organizational stakeholders on Salesforce enhancements.
- Organizes and administers Salesforce training for organization - teams, groups, individuals.
- Responsible for all Salesforce training presentations, and creation of custom training documents.
- Promotion of Salesforce education, to create a robust adoption of Salesforce.
- Works collaboratively with teams to develop best practices for Salesforce within the organization.
- Interacts with Traction - Salesforce's architectural and development team to plan software enhancements.
- Documents process workflows and makes appropriate recommendations to impact operational efficiencies for NY Fashion Show Teams.
- Provides organization with creation of Salesforce analytical reports, dashboards, and views.
- Product and contract analysis to promote insights, cross-selling, and a competitive edge.
- Creation of marketing campaigns and strategies via Salesforce; strengthening company's positioning.
- Provides solutions to Salesforce users questions; troubleshooter and resolves software issues.
- Responsible for entire set-up of all fashion show events within Salesforce.
- Usage of Data Loader for Salesforce; creating efficient manner for uploading updates into the software.
- Responsible for the creation of new Salesforce ID's, profiles, roles, profiles, security levels, teams.
- Introduced installation to Outlook-to-Salesforce synchronization to organization, to stimulate usage.
- Provides installation of Salesforce1 on users mobile units.
- Project Management - participates in the deployment of Salesforce enhancements and migrations.
- Provides data governance through established data audit procedures.
- Imports leads into Salesforce for users; converts leads into prospects. Strengthening customer pipeline.
- Participates in UAT for Salesforce. Analyze and reports to management on results.
- Attends and facilitates the on-site registration process in Salesforce for all New York shows.
- Instructs customers on using our custom online contracting software.
- Provides updates to company-wide records in several databases.
Confidential, New York
Salesforce.com Analyst /Administrator
Respponsibilities:- Salesforce.com Analyst and Administrator for New York Metro District (two offices, over 200 users).
- Responsible for Salesforce.com support on all aspects of the software.
- Built strong relationships with stakeholders, gathered requirements, established system capabilities.
- Documented new Salesforce modifications, developed enhancement templates, provided to Salesforce planning team for development.
- Created company's "Playbook" for sales best practices. Maximized productivity of the organization.
- Created comprehensive forecast and pipeline reporting via Salesforce.com. Gained clarity of productivity.
- Provided in-depth training for all Salesforce users within the organization. Increased adoption of Salesforce.
- Responsible for Salesforce training presentations, scheduling, and creation of custom training documents.
- Provided management with reporting of Salesforce course completion of training.
- Mentored on-boarding employees and newly contracted financial professionals on Salesforce.
- Interacted with Salesforce users, to answer questions on its usage.
- Communicated with organization of enhancements. Promoted deployment, provided training of its usage.
- Strengthened the Salesforce platform by utilizing legacy software in conjunction with Salesforce.
- Responsible for user acceptance testing (UAT) for enhancements.
- Monitored contracts database in Salesforce. Reported on status of existing customers, propensity to lapse customers. Formulated strategies for customer retention.
- Built Salesforce Goal Profiles for users. Monitored user updates, supplied results to management.
- Created marketing campaigns via Salesforce; strengthened company's marketing and sales positioning.
- Responsible for the creation of new Salesforce ID's, profiles, roles, profiles, security levels, teams.
- Analyzed company pipeline to strengthen market positioning.
- Created and maintained Salesforce dashboards.
- Analyzed sales of products to promote cross-selling opportunities.
- Provided Outlook-to-Salesforce synchronization installation and training on user's computers.
- Installation of Salesforce1 on mobile devices. Increased ease and variety of software access.
Confidential,New York, NY
Salesforce.com CRM Sales Analyst
Respponsibilities:- Supported 3 branch offices, over 200 Salesforce users - sales, marketing, finance, service, call center teams.
- Reported directly to president of sales for the district, in addition to 3 branch general managers in respective offices.
- Analyzed sales pipeline, industry, lead trends, to increase productivity of sales and marketing resources.
- Created comprehensive Salesforce.com statistical pipeline analysis reports on a corporate management level.
- Responsible for time and content sensitive management pipeline, forecast, and financial reports.
- Reported on new clients; life cycle of opportunities; KPI's; wins; losses; product line; competition.
- Participated weekly one-on-one meetings between management and sales representatives using reporting.
- Supported organization's Salesforce initiatives to strengthen sales strategies.
- Trained organization on Salesforce; created training presentations and documents; drove user adoption.
- Answered Salesforce usage questions; trouble-shooter for software issues; resolved issues.
- Provided Salesforce users with the creation of custom reports, dashboards, and views.
- Delegated and supervised Salesforce sales assignments to 3 Sales teams for the president of district sales.
- Set deadlines and worked with sales teams to ensure deadlines were met.
- Collaborated with sales, marketing, management, finance, call center, and service to create a unified infrastructure.
- Served as effective liaison between sales teams and management.
- Supported SVP of Sales for Metro District on organization's initiatives.
- Created Salesforce PowerPoint sales presentations, and served as presenter for district sales meetings.
- Organized and directed sales conference calls - kept sales teams focus on initiatives and projects.
- Installation of Salesforce Chatter. Increased communication in organization and customers.
- Developed sales team dashboards, views, workflows, triggers, and data governance in Salesforce.com.
- Maintained competitive product database. Updated competitive data to strengthen company position.
- Initiated and assigned leads from call center, service and administrative staff. Monitored progress.
- Created organization's lead process program for district. (Successful program became model for several national branch offices.)
- Developed and maintained marketing campaigns. Monitored prospecting results. Provided follow-up plans and strategies.
- Maintained extensive territory lists for 3 branch offices. Responsible for account and opportunity reassignments.
- Maintained Salesforce.com user profiles: access privileges, created ID’s, passwords, quota requirements.
- Performed Salesforce user acceptance testing (UAT) in software test environment.
- Worked with nationwide counterparts to develop software enhancements, workflows, sales strategies.
- Created Facebook and LinkedIn pages for staff. Increased networking and company exposure.
Confidential,Mahwah,NJ
Microsoft Dynamics and Sugar CRM Administrator
Respponsibilities:- CRM Administrator for sales and marketing teams for Microsoft Dynamics and Sugar CRM software's.
- Supported over 200 CRM users globally - 4 US cities; United Kingdom; Dubai; Singapore.
- Deployed two CRM software systems across several business units. Served on global planning team; made decisions of software content, formatted software.
- Maintained customer database; managed user profiles; supported usage; resolved system issues.
- Developed training materials and trained users on a global level. Communicated with users of several business units to ensure functionality and needs were met.
- Served as liaison between sales staff and executive management; communicated with executive management of several business units to keep a focus on business and customer needs.
- Created and maintained sales pipeline reports, to ensure team's focus on achieving sales goals.
- Built and updated weekly, monthly, and yearly executive sales reports to keep the executive board engaged with sales activity.
- Identified leads via calls; networking; Internet; trade shows; trade publications; existing customers. (Uncovered several multi-million dollar deals).
- Met potential customers to discuss needs and up-coming projects. Increased customer relations.
- Prepared RPF responses and correspondence to customers for sales representatives.
- Experienced with handling confidential documents, commissions, (Non-Disclosure Agreements, etc.).
- Moderated sales team conference calls to ensure deadlines and quotas for deals were met.
- Registered company with potential commercial and government partners. Built and strengthened partnership relations.
- Assisted Solutions Architect Department with formatting and writing proposals. Used in-depth knowledge of the customer requirements, and related previous winning content to achieve success.
- Participated in vendor product seminars, to meet customers, be familiar with new products.
- Recipient of company “Summit Award” and monetary prize for outstanding performance. Set an example for company of work achievement and leadership.