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Salesforce.com Crm Analyst /administrator Resume

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New, YorK

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.

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