Andy Davidson, Mba Email and Phone Number
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A results-driven leader specializing in building and optimizing CRM ecosystems to deliver business value. With extensive experience in Salesforce.com and related applications, I have successfully guided start-ups, SMBs, and enterprise organizations through CRM transformations by building out and streamlining processes into Salesforce.Skills: * Advanced knowledge of automation tools (Lightning Flow) and the core Salesforce platform.* Excellent and honest communicator* Design: With a focus on WODEC (outlined below) and the simplicity of user experiences* Business Operations: Skilled in prioritizing and translating business needs into scalable Salesforce implementations.* Project Management: 10+ years working in an Agile Development environments* Business Analysis: Gathering requirements from all levels of business roles (including C-Level) and conversion of those requirements into technical documentation* Data and Reporting: Proficient in data migrations, quality assurance, and reporting using a variety of software applications both inside and out of Salesforce.* Training & Enablement: Delivered tailored training programs for users and leadership to maximize adoption.My core CRM philosophy, WODEC, ensures sustainable success by focusing on:* Well-defined processes that align with business goals.* Ongoing training to foster adoption and growth.* Data quality for accurate insights.* Executive buy-in to drive strategic alignment.* Consistent reporting for informed decision-making.3rd party app experience: * Marketing Tools: HubSpot, Marketo, ExactTarget, Vertical Response, Google Analytics.* Phone/Chat Tools: Oracle, LivePerson, RingCentral, TalkDesk, Intercom.* Support & Training Tools: ZenDesk, ServiceNow, WalkMe, Jira, GitHub/SourceTree.* Sales Enablement Tools: InsideView, Data.com, ZoomInfo, Docusign, Sertifi, DiscoverOrg.* Reporting & Data Tools: Tableau, Yellowfin, Conga Courier, Validity (formerly DemandTools).Passionate about creating CRM ecosystems that empower organizations to thrive. I am eager to bring my expertise to a new role where I can lead impactful projects, drive efficiency, and foster innovation.
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Solution Architect, ManagerOffprem TechnologyAustin, Tx, Us
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Sr. Salesforce AdministratorZenbusiness Pbc Aug 2019 - Oct 2024Austin, Texas, Us• Developed a CPQ like assignment engine, reducing manual task allocation by 95% and accelerating fulfillment speeds by 200%.• Designed and implemented a custom routing and customer identification process for over 2 million Secretary of State emails annually with over 500 unique and complex data scenarios. Resulting in savings of over $250,000 annually. • Managed Salesforce Marketing Cloud, overseeing the sending of over 20 million emails annually for leads and existing customers by leveraging Email Studio, Automations and Journeys extensively. • Built out a customGPT using ChatGPT to enable non-SQL users to generate SQL queries for both Query Studio and SQL Query activities with any of the out of the box Marketing Cloud Data Views• Ensured data integrity by managing data flows from over 10 distinct integrations between backend systems and Salesforce.• Acted as a team lead for 4 administrators and 3 developers, streamlining processes and enhancing system knowledge.• Provided oversight of various third-party tools integrated with Salesforce, including Dropbox Sign, Intercom, Talkdesk, Distribution Engine, Workato, Skyvia, Marketing Cloud, Ownbackup, Zapier, Formassembly, Blackthorn (integration with Stripe), Opero Fax, Rollup Helper, etc.• Built an initial framework for the newly created sales team to track deals and commissions within Salesforce. -
Instructor Salesforce.Com CertificationAustin Community College Feb 2019 - Mar 2021Austin, Tx, Us• Preparing students for taking the Administration Essentials for New Admins (ADM 201) exam• Preparing students for getting in the door as an entry level Salesforce Administrator• Created a Google Doc for students to use as they search for a positions as a Salesforce Administrator and once they become a Salesforce Administrator: http://bit.ly/sf-cheatsheet -
Sr Salesforce AdministratorLegalzoom Jun 2018 - Jul 2019Mountain View, California, Us• Reduced data integration errors by 90% within six months through effective use of Demandtools (now Validity).• As both Product and Data Owner for Salesforce was able to better align business needs to new projects across 6 Distinct Business groups.• Successful completion of Classic to Lightning Migration for over 800 users. • Member of a full Agile development team focused on building out new functionality for the Salesforce environment. -
Sr. Business Consultant / Vp OperationsCloud Co-Op Jul 2016 - Jun 2018• As a minority partner in Cloud Co-Op, coordinated resources for client engagements, ensuring project timelines and equitable work distribution.• Responsible for Google Suite administration touching SF integrations, client repository, knowledgebase and Gmail• Responsible for creation of a company-wide Time tracking and Project Management system (built on Salesforce.com)• Senior Salesforce Consultant who managed 5+ client managed services engagements at any time • Managed multiple Salesforce implementations and Krow PSA projects, collaborating with offshore teams to meet client requirements.• Solution Architect / Business Analyst / Project Manager during the development of 3 separate applications now on the Appexchange• Responsible for the training of 6 former military veterans that led to full-time Salesforce Administrator jobs as part of our Veteran Apprenticeship program• Led Weekly training sessions for all members of the apprenticeship program• Presenter 3 times in 20 months to the Austin Non-Profit User Group on Lightning Flow
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Salesforce.Com Admin/Reporting AnalystNoesis Finance Aug 2015 - Jun 2016Austin, Texas, Us• Instrumental in clean-up of existing Salesforce Instance. Reduced the total fields, workflow rules, and List Views by 60-75%. Resulting in a more efficient and intuitive implementation. • Led lead/contact data clean-up efforts that reduced duplicates by 60% between Marketo and Salesforce. • Took over an existing implementation of Salesforce and was responsible for general administration, reporting, process development, gathering business requirements, training, Docusign integration, FinancialForce, etc.• Setup and implemented bi-weekly release cycle for Salesforce improvements.• Google Analytics maintenance and reporting.• Creation of Yellowfin Reports / Dashboards to complement Salesforce Reporting. • Additional responsibilities include administration or co-administration of ZenDesk, Intercom, Walkme, Google Analytics, and Backup administrator for Marketo. -
Manager, Crm SystemsPgi Jun 2014 - Aug 2015• Managed a team consisting of 3 developers (1 off-shore) and 1 System Administrator• Worked with relevant stakeholders to ensure Support Cases are prioritized adequately/appropriately resourced to support on-time resolution of issues • Assisted with regional Program Manager’s with completion of business requirements for new SFDC initiatives• Responsible for Technical Evaluation, Technical/Functional Requirements Gathering, and Solution Design/Specifications• Responsible for the on-time rollout of prioritized SFDC initiatives/projects to end users• Acted as the technical expert to ensure alignment of PGi Internal customer goals with newly released/enhanced CRM features and development of business knowledge of SFDC
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Systems Analyst/Sfdc AdministratorPgi Dec 2011 - Jun 2014• Technical Lead for the design and implementation of a global SFDC environment with 700+ users• Gathered business requirements for integrating/building new business processes for Marketing, Sales (Direct and Partner Channels), Implementation Services and Reporting function teams • Assisted with migration of 2 companies that we acquired from their CRM to SFDC• 2nd/3rd Tier support for SFDC Issues• Managed a team of 3 Administrators and Developers (offshore)• Assisted with design, implementation, and maintenance of a customized Quote/Contract solution within SFDC• Managed a monthly release schedule for new and existing development in SFDC• Oversaw integrations between back-office systems and SFDC• Creator/Owner of support environment with 10+ SFDC Support users using Cases object• Converted business requirements to technical requirement documents• Assisted with data quality maintenance and issues
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Crm ConsultantSimple Sales Strategy Apr 2010 - Nov 2011Part-time work implementing and administrating both Zoho CRM and Salesforce.com CRM systems for various clients.
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Salesforce.Com AdministratorRainmaker Systems Sep 2009 - Nov 2011Campbell, Ca, Us* Completed 7 new implementations of Salesforce.com for a variety of clients* Primary administrator for 7 total Salesforce.com implementations and as many as 5 of those at one time. Ranging from less than 10 users to over 150 users* Administered Chat and Marketing (Marketo) platforms including setup of integrations between these and SFDC* Developed and documented processes for Outbound Calling, SFDC Marketing Processes, and Chat implementations into Salesforce.com instances* Created step-by-step implementation guide for setting up new clients on SFDC and Oracle Chat -
Consultant-Class ProjectCleantegrity, Inc Feb 2009 - May 2009Group project helping to create business and marketing plans for a developing companyRecommended a low-cost CRM provider for potential cost savings of up to 25%
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Salesforce.Com Administrator & Applications SpecialistWeb Stores America Jun 2007 - Jun 2008Austin, Texas, UsWeb Stores AmericaManaged site content, product placement, email marketing, pricing, and monthly executive team presentations for the products sold on www.tanklesswaters.comRecruited new vendors to resell their products on the websiteAnalyst responsibilities included: Administrator of Rackspace account, External email campaigns, Customer Service Resource management software (SalesForce.com), LivePerson livechat software, Google Analytics weekly/monthly reports, and monthly phone call reporting -
Sales ConsultantWeb Stores America Jul 2006 - May 2007Austin, Texas, UsTeam Lead responsible for assigning leads, approving large quantity order proposals, and administrator of sales database for the sales teamLed company in closing rate for final 6 months on sales teamInstrumental in helping create first company database for product queries
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Business ConsultantJack Stroker Bat Corporation Oct 2003 - Jul 2007Created a business plan, investment prospectus, sales receipt, and order formsParticipated in the production of baseball bats while making several instrumental changes to the assembly line process, cutting production time by an estimated 15%
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Consumer Data SupportCingular Wireless (Now At&T Wireless) Oct 2004 - Jun 2006Dallas, Tx, UsResolved Blackberry, PC card, and advanced PDA device problems in the data support groupEfficiently resolved customer cell phone issues and concerns
Andy Davidson, Mba Skills
Andy Davidson, Mba Education Details
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Texas State University-San MarcosBusiness Administration -
Union UniversityBusiness Administration
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Southeast Missouri State UniversityMis
Frequently Asked Questions about Andy Davidson, Mba
What company does Andy Davidson, Mba work for?
Andy Davidson, Mba works for Offprem Technology
What is Andy Davidson, Mba's role at the current company?
Andy Davidson, Mba's current role is Solution Architect, Manager.
What is Andy Davidson, Mba's email address?
Andy Davidson, Mba's email address is an****@****ail.com
What is Andy Davidson, Mba's direct phone number?
Andy Davidson, Mba's direct phone number is +151246*****
What schools did Andy Davidson, Mba attend?
Andy Davidson, Mba attended Texas State University-San Marcos, Union University, Southeast Missouri State University.
What skills is Andy Davidson, Mba known for?
Andy Davidson, Mba has skills like Salesforce.com, Crm, Email Marketing, Salesforce.com Administration, Saas, Business Analysis, B2b, Cloud Computing, Management, Account Management, Enterprise Software, Lead Generation.
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