ReadyToGoCRM.com offers turnkey solutions on the Microsoft Dynamics 365 platform that makes using a CRM system Easy to Start and Easy to Grow. It’s ideal for businesses that are looking to expand their existing Office and Outlook applications. We do things a little differently at ReadyToGoCRM.com – Instead of building our business around complex and expensive implementations, we chose to design a streamlined and much less expensive approach specialized for small business needs, and support is always included!

Independent/Freelance consulting work (Allcentrix is a DBA) providing Full Lifecycle Software services to organizations for CRM (both Dynamics CRM and SalesForce), BI and SharePoint.Based in Northern California, but projects have extended as far South as San Diego.

Configuration and optimization of SFDC for a medium sized company with about 200 users on SalesForce. Developed process automation, customization of application and integrated with native/legacy LOB applications. Documented and trained end users.

Responsible for Account, Portfolio, Project, Release, Demand and Vendor Management for all technologies within Marketing/Sales, Client Service and Finance business functions. Responsible for mapping key business strategies to appropriate technology solutions. Responsible for US CRM (Microsoft Dynamics CRM) system actively used by more than 500 marketing and sales professionals to track prospect and client relationships along with sales and proposal activity. Led enhancement projects, deployed multiple releases and a full release upgrades. Implemented Exact Target, an on-demand email marketing and one-to-one digital communication system used to send and measure the effectiveness of more than 4.5M client and prospect e-mails annually. Employed an independent CRM consulting firm to define best practices and develop and deploy a closed loop marketing process for company. Oversight of the Firm's Business Intelligence/Enterprise Reporting solution. Actively engaged in the gathering of requirements to populate the data warehouse with HR and Marketing data for more robust client reporting. Responsible for annual budgeting process. Assisted business units with the development of business cases for annual project initiatives. This included working with Solutions Architecture to recommend solutions and develop provisional estimates for Senior Leadership prioritization. Managed client survey scheduling tool used by more than 300 individuals to schedule 7500 client satisfaction surveys annually. System brought together data from three source applications and eliminated manual data entry.

Effectively manage IT projects in various roles. Prepare and deliver both functional and technical documentation. Lead product demonstrations. Provide guidance internally. Assist with new hire onboard process, including mentoring and training

System/Application Administrator for Call Center Systems. Interacted with Technology Centers, customers, marketing, project management personnel and vendors to provide implementation, post sale support and technical service of systems. Responsible for monitoring, maintaining and upgrading customer's call center operating system and application software. Responsible for understanding the inter-workings between the hardware, operating system and the application while provisioning full functionality of all system components. Resolved trouble tickets and related maintenance issues. Performed billable administrative functions such as development of call scripting containing detailed business rules to ensure appropriate call routing.