CRM Implementation and Management, Sales and Marketing Processes

Created 8 years ago in Technology / CRM

With over 16 years of CRM-specific experience across multiple industries and platforms, I bring a wealth of knowledge related to numerous systems, as well as their underlying business processes. Whether you have a well-established CRM system in place and require ad-hoc administration services, have a not-very-well established system in place and are in need of clean up, or you’re looking to implement a system from scratch, I can provide fast, efficient and cost-effective service for your organization.

Services include:
- CRM System administration (managing user accounts, creating fields and sections, building reports and managing data)
- CRM System analysis and improvement (reviewing current setup and organizational needs, creating recommendations, implementing recommendations)
- CRM System implementation (helping you to choose the right system for your organization, implementing it and migrating data into it, training you and your team on use)

Platforms and Credentials:
- Certified Salesforce.com Administrator, and over 16 years of experience implementing, managing and developing Salesforce.com instances
- Certified LexisNexis InterAction Administrator and Data Steward, with over 5 years of experience
- Over 10 years of experience as administrator for Microsoft Dynamics, SugarCRM and Insightly instances