Salesforce.com Expertise

• 11 years +7 full life-cycle implementations
• Featured Admin Keynote Speaker at Dreamforce '15, Houston User Group (co-leader) & Dreamforce 2013 session speaker
• Certified Developer (401) & Administrator (201)
• SFDC Partners: Apttus CLM certified, Pardot, ExactTarget, The Conga Suite
• Microsoft: Project, Visio, and Office with expertise in Excel (+10 years)

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• Managed the +1200 user EE SFDC environment, including priority-setting for the Salesforce.com Administrator’s assignments

• Directed multiple implementations of SFDC for segmented teams across the company including requirements gathering, process re-engineering, customizations, training, data-mining, and post implementation support

• Oversaw the SFDC integration with the on-premise ERP system 

• Initiated the company SFDC Champions Team of power users representing each of the five business units for driving adoption

• Initiated “SFDC Power Hour” training courses, including designing, developing, executing and maintaining the Salesforce.com training curriculum and materials

• Represents the Information Technology team on the Steering Committee with the executive level SFDC Sponsors

• Consolidated three separate instances of SFDC into one in order to provide one global sales database system

• Identifies ways to use SFDC’s scalable platform to create applications for non-sales related teams such as Telecom wireless reporting, and Employee Active Directory change files

• Established the bi-monthly release process for enhancements, including authoring release notes

• Translated requirements from the business to developers for custom code work

• Acted as the point of contact for CRM-related vendors like Conga, BigMachines, EscapeNotes, Cloudingo, Eloqua and Pardot

• Facilitated reflective team discussions on business needs to revamp existing applications or customize applications needed to best support business needs

• Business process work-flow documentation

• Design and enhance configurations to best meet business needs

• Created QA test-scripts and facilitate User Acceptance Testing

• Designed, developed, executed and maintained the Salesforce.com training curriculum and materials

• Authored the monthly Release Notes as a supplement for each release

• Gathered business process information for re-engineering in order to enhance productivity

• Customized the company’s instance of Salesforce.com tailoring it to fit the company’s needs and enhance productivity.

• Authored the operations manual for business processes for Engineering and Sales teams

• Created business-process workflows to correlate with the operations manual for Engineer and Sales departments

• Streamlined sales processes, commissions, and project management in Salesforce.com

• Developed custom applications to support the Human Resources, Engineering Services, and Customer Service departments

• Created templates for running custom reports and dashboards for the Sales and Engineering Services Team.

• Customized Salesforce.com to fit the specific needs of the company; creating custom objects, applications, and formula fields

• Created curriculum for in-house Salesforce.com training: develop training materials for salesforce.com as it relates to company-specific goals and objectives.

• Administered Salesforce.com CRM program: setting up new users, password resets, assigning tasks to active users, and database clean-up.

• Developed formulas for commission calculations and created departmental form templates.

• Analyzed and strategically assigned sales territory lines for Regional Account Executives.