On behalf of the client, managed various external providers of Salesforce services, allowing the customer to maximise their investment and ensure improvements were aligned with business strategy.
Recruited team of onsite Salesforce admins, providing coaching and standard operating procedures.
Specified, designed and delivered interfaces that allowed customer to automatically deliver data to the finance system for invoicing via a 3rd party company.
Led business change program for a PE owned portfolio company. Introduced Salesforce for event sales. Better management reporting, maximised sales opportunities.
Installed and reconfigured salesforce to support standardised quotes, quota management and automated bookkeeping feed.
Rescued a 3rd party salesforce implementation for 150 sales staff. Managed developer, build salesperson dashboards and trained users.
Installed a new salesforce system, customised for client and integrated with helpdesk system and finance reporting. Trained staff. Rapid implementation to hit aggressive deadlines.
Project managed the link between Salesforce and Adestra MessageFocus. Performed installation and integration. Wrote documentation and trained staff. Identified gaps in requirements, designed new business processes and specified change requests for development quotations.