Alan Morgan Email and Phone Number
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Elected to serve District 18 (Greer, Blue Ridge, and Taylors) in the South Carolina State House in May of 2022.Experienced SFDC (salesforce.com) Administrator and Trainer with additional experience on Hubspot. Experience building, implementing, managing, and training teams on the Salesforce CRM platform. Current and former clients include those in the Education, Not-for-Profit, Management Consulting, and Sales Consulting Industries. Experience developing, customizing, and transitioning businesses between different CRM's. Completed ADM201 (certified basic admin) and ADM211 (certified advanced admin) training through Salesforce. Achieved Ranger rank on Salesforce Trailhead.Experience with fractional sales team management. I have designed and implemented sales and marketing strategic plans for multiple clients, including 3rd party sales organizations, a not for profit, a music publishing company, and a plan for a new business venture being launched by one of the largest privately-held retailers in the United States. Experience as an IT Administrator including Server Admin, Network Admin, hardware/software installation and maintenance, and end-user support. Relational sales development consultant with experience in building, developing, coaching, and training sales teams. Experience navigating sales teams through market/industry downturns and increasing revenues.
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South Carolina District 18 State House RepresentativeState Of South Carolina Jun 2022 - PresentUs
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Director Of Sales And Technology, Co-FounderPalmetto Fortis Education Group Nov 2021 - PresentGreenville, South Carolina, Us -
Senior Corporate Trainer - SalesforceShellpoint Mortgage Servicing Dec 2020 - Nov 2021Greenville, Sc, Us -
Founder/Salesforce ConsultantInnoveer Consulting Sep 2017 - Dec 2020Greer, South Carolina, UsSFDC (salesforce.com) Admin with additional experience on Hubspot. Experience developing, customizing, and transitioning businesses between different CRM's. Completed ADM201 (certified basic admin) and ADM211 (certified advanced admin) training through Salesforce. Achieved Ranger rank on Salesforce Trailhead.Long and Short-Term Fractional Sales Manager experience overseeing recruiting, training, and management responsibilities for sales clients across multiple industries. -
Campaign ManagerInnoveer Consulting Jun 2020 - Nov 2020Greer, South Carolina, UsCampaign Manager for Adam Morgan, Republican candidate for South Carolina State House District 20. Spearheaded a fundraising campaign that brought in over $15,000 in less than 30 days. Achieved an election day victory with over 67% of the vote.
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Fractional Director Of TechnologyInnoveer Consulting May 2012 - Jan 2020Greer, South Carolina, UsFractional (part-time) Technology Director for Genesis Marketing group. Building complex housed 5 small businesses of which I was responsible for all IT support (including Network, Hardware, Software, Server maintenance, etc). Experience managing Windows Server 2008 and 2016, including VMs, Active Directory, Imaging, Backups, etc.
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Campaign ConsultantInnoveer Consulting Nov 2018 - Mar 2019Greer, South Carolina, UsHelped Dwight Loftis for Senate achieve a GOP primary victory with 55% of the vote in a 3 way primary race, as well as an election day victory over the Democrat opponent with a 56% to 44% final margin. Consulted on campaign strategy and grassroots efforts as well as website and online marketing presence. Consulted on a number of other campaigns ranging from Congressional campaigns to State level and County level races from 2016 to 2022.
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Campaign ManagerInnoveer Consulting Feb 2018 - Nov 2018Greer, South Carolina, UsCampaign Manager for Adam Morgan, Republican candidate for South Carolina State House District 20. We achieved a GOP primary victory with 60% of the vote in June and had no challenger in the November general election.
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Service Operations ManagerQuantros Dec 2019 - Jun 2020Greenville, South Carolina, UsWorked with the customer success team to develop and maintain appropriate processes and work flows, primarily utilizing the Salesforce (SFDC) Service Cloud. Compiled complete list of monthly, quarterly, yearly, and multiple year contracts with clients and loaded into Salesforce to begin tracking products and contracts prior to coming up for renewal, and trained the CS team on how to utilize the opportunities object (including the tracking of each stage of the renewal process to give insight into renewal forecast). Helped to develop and implement a set of analytics in Salesforce Service Cloud to score each client according to health and probability of renewal, and trained each CS team member on how to use the tool. Built a Customer Success activity record type to track all activity by the CS team and trained each team member on how to use it (The team went from zero activity tracking to 100% utilization in first quarter of 2020). Created a streamlined process within Salesforce for reporting on attrition to account managers, the finance department, and the customer success team and trained each department on the process and where to find information within Salesforce. Primary account contact for 2/3rds of Quantros renewal clients. -
Salesforce Administrator/Data AnalystPolydeck May 2019 - Dec 2019Spartanburg, Sc, UsI was the Primary Salesforce (SFDC) Admin for Polydeck Screen Corporation. During my tenure I fully transitioned Polydeck from Salesforce Classic to Salesforce Lightning, including transferring data, training team members on the new system, and building custom apps across the Lighting ecosystem. I worked with the internal team to implement Salesforce Maps (formerly MapAnything) and trained our Sales Team to use the product effectively. I also helped our Marketing Team utilize Hubspot marketing and ActiveCampaign. I worked with most of Polydeck's business units including Sales, Marketing, Customer Service, Engineering, Operations, and more (including our Latin America plant) to utilize Salesforce to find solutions for each department and the organization as a whole. 2019 Outstanding Performance award winner. -
3Rd Vice ChairmanSouth Carolina Republican Party Sep 2017 - May 2019UsI was elected by the Executive Committee of the State Republican Party of South Carolina to serve as the 3rd Vice Chairman of the State Party. The SCGOP 3rd Vice Chair oversees all Republican youth outreach efforts across South Carolina. During my tenure, we saw massive increases in youth engagement across the state in local GOP meetings and local elections. We also helped multiple candidates under 40 get elected to the State House. -
Co-Founder, Director Of Technology And MarketingPalmetto Fortis Marketing Group Oct 2016 - Sep 2017Greenville, South Carolina, UsDirected all Technology and Marketing functions of the Palmetto Fortis team. Solely responsible for building Salesforce from the ground up, including uploading of customer database, hierarchies for management and employees, profiles, reports, dashboards, workflows, and more. Additional responsibilities included strategic planning and execution, building and managing relationship-based sales teams, internal and external coaching and training, contract writing and negotiation, business development, sales enablement, and overseeing all Technology requirements for the company. Primary signatory and a strategic consultant on the design and implementation of a go-to-market (GTM) sales and marketing plan for a new business venture through one of America's largest privately held companies. Core team built PF Marketing from startup to over $1m in sales in the first year.
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Inside Sales ManagerPrecept Marketing Sep 2015 - Jul 2016Elverson, Pa, UsPromoted to Inside Sales Manager in the first fiscal quarter of the 2015 to 2016 sales year. Managed a group of employees handling accounts nationwide responsible for nearly $7m in sales. Inside Sales group achieved 26% sales growth for the 2015-2016 Fiscal Year. Trained employees on Salesforce CRM platform. -
Inside Sales Territory ManagerPrecept Marketing Aug 2010 - Sep 2015Elverson, Pa, UsServed as an Inside Sales Territory Manager, responsible for over 5,000 accounts in 21 states across every time zone in the United States. Was transferred to different underperforming sales territories 3 years in a row (territories that had seen negative growth the previous year or years) and turned each territory around, averaging over 10% annual growth in each. Heavily utilized Salesforce CRM and was made an administrator in fall of 2010 to help build reports, dashboards, clean up data, add functionality, etc. 4x award winner for sales growth before being promoted during the 1st quarter of 2015 to 2016 fiscal year.
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Sales Support Team ManagerBju Press Sep 2007 - Aug 2010Greenville, Sc, UsManaged all aspects of customer experience for visiting clients. Customer experience included travel, accommodations, meal planning and catering, event planning, materials creation, etc. Received multiple written commendations from visiting clients and 5 performance-based pay increases. Managed a team of 6 Sales Support employees. -
Satellite Receiver Technician & Warehouse ManagerBju Press May 2006 - Sep 2007Greenville, Sc, UsBuilt and managed an Access Database to organize receiver Smartcards for over 10,000 satellite receivers. Handled Quality Control and Repair on over 1,000 satellite receivers. Managed warehouse and loading dock on-site.
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Creative Marketing AssistantCreative Services (Bju) Aug 2004 - May 2006Created displays, exhibits, signage, and other marketing materials for Bob Jones University and other external organizations around Greenville, SC. Contacted Clients for sales opportunities.
Alan Morgan Skills
Alan Morgan Education Details
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Trailhead By SalesforceEt Al. -
Bob Jones UniversityBusiness Administration
Frequently Asked Questions about Alan Morgan
What company does Alan Morgan work for?
Alan Morgan works for State Of South Carolina
What is Alan Morgan's role at the current company?
Alan Morgan's current role is South Carolina District 18 State House Representative.
What is Alan Morgan's email address?
Alan Morgan's email address is am****@****ing.com
What is Alan Morgan's direct phone number?
Alan Morgan's direct phone number is +186456*****
What schools did Alan Morgan attend?
Alan Morgan attended Trailhead By Salesforce, Bob Jones University.
What skills is Alan Morgan known for?
Alan Morgan has skills like Public Speaking, Salesforce.com, Sales, Computer Hardware Installation, Computer Hardware Assembly, Problem Analysis, Problem Solving, Creativity, Microsoft Office, Management, Technical Writing, It Infrastructure Management.
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