Expertise and Experience
with the Salesforce Platform
Working with the Salesforce platform full-time since 2012, I have become very comfortable with every aspect of the Salesforce platform, having successfuly migrated two significant businesses to the cloud and served as a full-time Salesforce Administer and Salesforce Architect for these business for five years.
DEPLOYMENT
SUCESSESS
ERP and Service Process Replacement
Phased Integration from Sales to Accounting
Implenetation of an Integrated Call Center
Gamification of Sales and Improved Sales Reporting
CUSTOMIZABLE SCREENS AND VIEWS
Executed Launches for Multiple Business Units
Real Time Employee Support and Assistance
Have Built of 100s of Views and Reports
Built Useful Custom Flows that Save Time Every Day.
AUTOMATION SUCCESSES
Integration to Great Plains Accounting System
Streamlined Order Confirmation Process
Payment Integration to Credit Card Processors
Customized Artwork Engine Implementation
FLEXIBILITY
AND SECURITY
Improved Capacity for External Employees
Improved Security to Work from Anywhere
Deployed Projects
in very short Timeframes
Expert in Monitoring and Improving Data Quality
Experience Salesforce,
a platform to grow your business
As a continuous learner, I am adept at keeping up the changes of Salesforce and changing business technologies.
My willingness to dig into data and create meaningful and useful tools will help your business too.
HAVING A VISION
Salesforce is an investment. Together we can cast your vision of what you expect to achieve with the platform. This is the first step of every successful implementation. Getting the vision down on paper is easier than you think!
KNOWING THE FEATURES
Salesforce is a tool chest. It is vital to have a dialog around your business and understand how best to apply these tools to open up all the options to your business. Then we can map out have Salesforce will serve you better.
EXPECTING MEASURABLE PERFORMANCE
Salesforce is Results Oriented. Lets look at your processes together and see how your staff can keep you informed on their progress. Then we can embed that reporting right into the daily operation so it no longer disrupts their focus of producing and selling for the business.
UNDERSTANDING
BUSINESS GOALS
Salesforce increases Profit. Let’s dialog and come to an understanding of where your business can use Salesforce to increase profit. Driving Sales is what Salesforce is designed for. Increasing employee efficiency is a natual outcome when the implementation is done right.
A few things I’ve done in Salesforce
Business functions are common everywhere. Business need to interact consistently to thrive. This list will seem very familar to you because at it’s heart, Business is having a functioning company that turns a profit.
SALES IMPROVEMENTS
Improve the flow of work to and through Sales
Installation of a world-class Quoting System
Train teams to Increase Customer Satisfaction
Setup calling campaigns and Improve Scheduling
Increase your Sales by Motivating your Sales Team
CUSTOMER IMPROVEMENTS
Automate Emails to Customers
Create a Clear Record of Every Customer Interaction
Create Automatic Communications to Reduce Errors
Send out regular Customer Surveys
Know your customers better
BACKEND IMPROVEMENTS
Data Validation and Automatic Data Correction
Custom Workflows using the Flow Designer
Implementation of Payment Automation
Improving Customer Approval Processes
Creating Custom Objects to Manage your Data
Produce or Sell More by Automating Communication
ACCOUNTING IMPROVEMENTS
Creating workflows to facilitate communication
Making collections and account management easier
Creating reporting to close off months properly
Removing email chatter from your business
Use the Salesforce Platform to build to your Needs
We can make communication effective in your business