Shelley (King) Robinson Email & Phone Number

United States

Cincinnati, Ohio, United States

Cincinnati Area, Ky

Cincinnati, Ohio Area

Build, test, and implement customized solutions, forms, dashboards, views, and workflows in Microsoft Dynamics CRM.Coach, train, and provide feedback to Microsoft Dynamics CRM users.Administer and support all internal users of and troubleshoot,respond, and resolve issues.

Cincinnati Area, Ky

•Effectively support Paycor's internal users of Salesforce.com and troubleshoot,respond, and resolve issues from end users. •Add value by contributing to the development and enhancements of Salesforce.com based on business driven needs.•Provide training and facilitate end user UAT testing and training exercises; develop user training and enhancement materials.•Hands on daily administration of set up and configuration of new users, communities, roels, and profiles. •Run diagnostics, customize and configure Salesforce.com custom objects, reports, and workflows. •Lead requirements gathering for proposed enhancements and reporting requirements and perform testing of system functionality.

•Build trust by acting as primary support contact for 200+ users for Microsoft Dynamics Customer Relationship Management (CRM) tool.•Act as liaison between user community, mgmt, and IT to address, investigate, escalate, and resolve CRM issues with user community. •Develop user friendly training and support materials. •Facilitate user acceptance by conducting system testing and analysis with user community.

Serve as the single point of contact for all software related issues, concerns, and support needs for sales. Develop training and support materials for 100+ nationwide sales staff custom built web applications and Microsoft Office. Foster a training environment that motivates sales staff.

Responsible for all training needs to internal organization for all AS400, web based, and server based applications.Responsible for identification, documentation, and resolution of issues and problems to prevent disruption of service to internal organization.Communication source between IT developers and sales staff to analyze, test, and identify potential business needs and concerns for custom applications.

Responsible for implementation of laptop rollout to entire nationwide sales staff.Conducted remote and in person trainings for using newly issued hardware.Responsible for handling hardware and software issues and concerns for all sales staff.

Responsible for processing and payment of IT related invoices.Responsible for maintaining all consultant contracts, lease information, and license agreements as related to IT.Various office administration responsibilities as delegated by Executive Directors.

Front line contact to assess client needs over the phone and in person in order to route to appropriate attorney.Maintain 15 line phone systems.Various office administration responsibilities as delegated by attorneys and office manager.

Responsible for assisting clients with insurance policy questions and logging issues.Assisting insurance agents with new client needsVarious office administration responsibilities as delegated by insurance agent.