Terri Sinclair, Pcc, Ccmp, Scm Email and Phone Number
United States
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United States, United States
Terri Sinclair, Pcc, Ccmp, Scm's Contact Details
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About Terri Sinclair, Pcc, Ccmp, Scm
I am seasoned professional with extensive experience, particularly in the areas of change management, leadership and personal development. With a background rooted in training and development, I understand human behavior and what motivates lasting change. My approach combines empathy and strategic insight to help individuals and teams achieve desired outcomes. I'm most known for my ability to inspire 'aha' moments. I am passionate about fostering growth mindsets and cultivating high-performing teams.I help people understand and adopt change in their organizations so technology implementations can achieve ROI and business goals. Implementation Specifics-Salesforce Implementation consulting for: Sales Cloud, Field Services, Financial Services Cloud, CPQ (Configure Price Quote), Heath Cloud, Tableau, Einstein, CRM Analytics, Enablement Sites (formerly myTrailhead), Experience Sites (formerly Community Cloud). Familiar with Classic and Lightning.-Lead change through all phases of implementation from discovery to go-live.-Ensure companies get ROI from Salesforce investment by leading change and enablement projects. -Certified Salesforce Instructor for Trailhead Academy courses.-Design and deliver training from strategy to participant guides including video creation and QRGs-Set-up and partner with clients to develop curriculum on Enablement Sites. -Use various change methodologies including Prosci’s ADKAR method, Salesforce’s Human Centered Design, and Levers.-Delegate to, and oversee, work with Change/Training Associates. -Produce change documentation including change strategy and plan, stakeholder/persona interviews and analysis, readiness assessment survey, impact assessment, resistance/risk mitigation plan, communication plan, champion network, and RAID log.-Conduct business/process analysis with CRM users and SMEs to educate/influence the project team and others on the benefits of change management.Change Management and Enablement require mastery of people, processes and systems.People:Adult learning and development certificationsCoaching certification and accreditationLearning Transfer certificationInterpersonal skills and behavior styles certificationsProcesses:Instructional design certificationKPI and key metric measurementSaaS certifications Digital transformation and growth mindsetVirtual delivery: Google Meet, Adobe Connect, WebEx, GotoMeeting, and ZoomSystems:SalesforceGoogle SuiteService NowMicrosoft OfficeCovey: 7 Habits, Project Management, Time Management👩💻Proud to be a Woman in Tech
Terri Sinclair, Pcc, Ccmp, Scm's Current Company Details
Terri Sinclair, Pcc, Ccmp, Scm Work Experience Details
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Sr Change Management ConsultantCoastalUnited States
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Change Management ConsultantPublicis SapientUnited States -
Business - Executive - Performance Coach & SpeakerGrowthspace Jan 2022 - PresentNew York, New York, UsAs a Coach, I help leaders and their teams overcome known and hidden obstacles. Since becoming accredited in 2008, I've worked with industries ranging from financial services to healthcare and everything in between. My approach is to partner with clients to design a future state that compels you to action. -
Salesforce Human Centered Change Consultant And Certified InstructorApogee Solutions Inc. Oct 2019 - PresentUsProviding change and training services to Salesforce.com customers through the training and change partner network.Helping clients implement and adopt their Salesforce solution.Clients include: Honeywell, TransUnion, Nike -
Faculty TrainerAmerican Management Association Aug 2016 - PresentNew York, Ny, UsResponsible for client delivery, including executive coaching, group program delivery, and facilitation. Experienced, confident facilitator who is accustomed and committed to delivering high-quality, high-value services to clients. Ability to catalyze leader development in a variety of goals and perspectives. -
Facilitator/Virtual FacilitatorLuv To Learn, Inc. Jul 2019 - PresentTraining program and training material developmentVirtual and classroom training (ILT) deliverySalesforce reports and dashboardsSalesforce sales and power user -
Owner, Speaker, Transformational Coach At Terri Sinclair LlcDevelup, Terri Sinclair Llc Oct 2000 - PresentI help executives, service, and sales professionals push past their comfort zone and into the results zone. For executive coaching work, I use Marshall Goldsmith's methodology to conduct 360 feedback, and coach leaders to meet or exceed stakeholders' goals, or I don't get paid.For Toastmaster contestants and TEDx speakers, my poised and powerful presentations coaching yields awards and future invitations to speak.For team building, I use Patrick Lencioni's 5 Dysfunctions of a Team to create 1-of-a-kind team building experiences that are way beyond rope courses or trust falls, and yield up to 78% increase in productivity.For leadership, I'm certified in Ken Blanchard Situational Leadership. I coach leaders to flex their style resulting in increased productivity and employee engagement scores. For ROI, I use Phillips levels of evaluation to analyze key metrics.Key Strengths:WOO: Able to create and maintain trust and credibility with clients at multiple levels.Creator: Able to see both the big picture outcomes and the details of the process simultaneously and create change at multiple levels.Partner: Coaching competencies that include building rapport & trust, active listening, creating awareness, direct communication, powerful questioning, planning and goal setting, managing accountability and inspiring change.Teacher: Facilitation & Training skills that include managing the learning environment, establishing buy-in with the group, use various learning delivery methods, and manage the flow of training.Analyzer: Conduct qualitative 360 assessments which include 360 interviews, writing qualitative reports and facilitating feedback sessions. Conduct additional third-party assessments as needed such as personality, strengths finder, stand out, etc.Learner: Growth mindset that seeks opportunities to learn, stretch, and uncover new perspectives.
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Change Mangement ConsultantZennify Oct 2023 - Feb 2024Sacramento, California, UsPrimary Responsibilities include:● Lead one or more work streams on the different components of OCM activities (change management, organizational alignment, communications, and training)● Work with Project Team and Client Stakeholders to apply behavioral tools to assess the impact of change on organizations, using assessments of organizational culture, performance and readiness for change● Utilize an incremental change approach to create potential solutions, including change deliverables● Provide oversight and guidance to client training & knowledge transfer● Develop Change Management requirements and strategies● Define activities to support change and transition initiatives● Create sponsor roadmaps, coaching plans, training plans, and resistance management plans● Create communication plans, tools and supportive resources for initial change rollout and continued success● Collaborate with teams to execute and deliver all training sessions related to change -
Change Management ConsultantNeocol Feb 2023 - Sep 2023Chicago, Illinois, UsSalesforce Implementation consulting for: Sales Cloud, Field Services, Financial Services Cloud, CPQ (Configure-Price-Quote), Heath Cloud, Tableau, Einstein, CRM Analytics, Enablement Sites (formerly myTrailhead), Experience Sites (formerly Community Cloud). Familiar with Classic and Lightning.• Lead change through all phases of implementation from discovery to go-live• Ensure companies get ROI from Salesforce investment by leading change and enablement projects• Design and deliver training from strategy to participant guides including video creation and QRGs• Use Prosci’s ADKAR method• Produce change documentation including change strategy and plan, stakeholder analysis, readiness assessment survey, impact assessment, resistance/risk mitigation plan, communication plan, and RAID log• Conduct business analysis with CRM/CPQ users and SMEs to educate/influence the project team and others on the benefits of change management. -
Change Management ConsultantSilverline Jun 2020 - Jul 2023New York, Ny, UsResponsible for leading the delivery of change management and training services and related deliverables focused on ensuring successful user adoption and performance based on Silverline’s proven process for Change Management. Focused on projects in the Salesforce CRM ecosystem including Sales Cloud, Financial Services Cloud, HealthCloud, Marketing Cloud, Experience Cloud, Enablement Sites (myTrailhead), Pardot, Salesforce Shield, etc.Industries include wealth management, banking and credit unions, healthcare, and more. -
Change And Training ConsultantDatasite Jun 2022 - Dec 2022Minneapolis, Minnesota, UsSalesforce CPQ Implementation Project -
Sr Change Lead, Bt EnablementSalesforce Aug 2021 - Mar 2022Ensuring the Business Technology Readiness and Enablement team offers best-in-class learning programs to support change and adoption from intake through implementation. Duties include:--Develop and maintain visually appealing learning material such as training presentations, job aids, and playbooks (use of Camtasia, Quip, Astros Course Tracker, etc.)--Identify learning gaps and opportunities to improve user experience--Develop, maintain, and execute a change management plan from intake to completion--Collaborate with global cross-functional teams and stakeholders (Slack, Chatter, Quip, etc.)--Measure and report on readiness, change impact (people, systems, processes etc.), and project risks--Evaluate project success including training effectiveness and user adoption--Contribute to internal Revenue Operations people, process and technology enablement--Build executive presentations and status reports (google suite, powerpoint, etc.)
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Change Management ConsultantAcumen Solutions Oct 2019 - Mar 2020Mclean, Va, UsUsing the Prosci methodology, I focus on the people side of change, including changes to business processes, systems and technology, job roles and organization structures. Create and implement change management strategies and plans that maximize employee adoption and usage and minimize resistance. Work to drive faster adoption, higher ultimate utilization of, and proficiency with, the changes that impact employees. -
Salesforce Consultant, Coach, TrainerJpw Consulting Oct 2016 - Jun 2019Summit, Nj, UsLead and support sales enablement and end-user training of Salesforce.com lightning and classic. Consult through all phases of implementation including discovery, and UAT (user acceptance testing). Use gamification in adoption plan to ensure 90% and higher adoption rates. Google suite and Quip tools for eLearning design collaborationExperience with Waterfall, Agile, Scrum, Kanban, Scrumban, and Prosci's ADKAR project management and change management strategies. -
Client Development ManagerAllied Solutions Llc Oct 2017 - May 2018Carmel, In, UsLicensed individual insurance producer in Casualty, Health, Life, and Property. Client training and coaching to help financial institutions drive rapid and scalable success. F&I training and development of staff for various protection products like, GAP (guaranteed asset protection), MBP (mechanical breakdown protection), life, disability, mortgage protection, etc.Create, coordinate, and maintain learning projects related to client goals. Implement learning that is on budget and delivered on time.Plan, schedule, and lead project meetings, which provide status updates to stakeholders and sponsors.Collaborate with project stakeholders to collect requirements, maintain schedules, and provide product and sales skills expertise.Create and execute measurement strategies for all performance and learning initiatives to demonstrate effectiveness and business impact on KPIs.Develop, maintain, and complete project documentation including project plans, risk log, backlog, post project reviews, etc. -
Producer (Contractor)Dale Carnegie Digital Sep 2015 - Oct 2017I create the space where attendees can think outside the box. Research shows that learners retain up to 90% more in this interactive environment over the traditional webinar.Experienced with Adobe Connect, WebEx, and GoToMeeting platforms. -
Cloud Coach (Consultant)-Change Management And Sales EnablementCloudcoaching International Jun 2011 - Dec 2016Lead and support enablement and adoption plan. Coach and provide accountability to entrepreneurs, managers, and sales executives to increase pipeline revenue up to 400%.Manage project with business analysis, content design, deliver on milestones, and ensure client stakeholders are successful. -
Senior Trainer (Independent Contractor)Baker Communications Inc Feb 2008 - Dec 2016Houston, Texas, UsTraining facilitation that gets results. Most popular topics: Exceptional Presentation Skills, Win-Win Negotiations, Consultative Selling Skills, Exceptional Management Skills, Business Writing, Exceptional Customer Service.Intuitive grasp of what motivates sales professionals that leads to 100% satisfaction on post-training evaluations.Convert public class leads into onsite class sales, and assist in customization of hybrid or face-to-face course design. -
Independent Account ExecutiveGreen Living Az Magazine Sep 2011 - Sep 2016Scottsdale, Arizona, UsI help eco-friendly businesses target their customers through innovative print, digital, and event advertising. In addition, I'm a freelance writer for the magazine, offering content collaboration to small businesses who are missing this resource. I partner with #Michael P. Moriarty Photography to provide a complete promotional package of services. -
Executive Accountability Coach & Training ManagerActioncoach Nov 2010 - May 2011Las Vegas, Nv, UsI ensured ActionCOACH business owners achieved the goals they set.I was responsible for initial, and ongoing, training for franchisee business owners. I provided individual and group coaching to ensure sales and business targets were met or exceeded.Coach and provide accountability to franchisee owners that increased corporate royalties by over 20%.Design blended or hybrid learning to include group coaching, webinars, classroom, podcast, and field trip experiences. -
Sales And Marketing ManagerCenter For Employment Dispute Resolution May 2009 - Jul 2010I helped doctor-owned medical practices get the HR services they needed to protect their assets. Results included: ・Double prospective client database by crafting and maintaining internet and social media marketing campaigns.・ 99% retention rate of current clients by writing training newsletters and providing tools for conflict resolution.・Proficiency with Infusionsoft, Linked-in, Twitter and Facebook marketing software, Yelp, Foursquare and other geolocation marketing software, YouTube, SlideShare and Vimeo video marketing software.・Sales and training presentations with webinar and teleseminar technology to increase awareness of brands, products, and services.
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Contract TrainerSkillpath Seminars Jul 2002 - Feb 2009Mission, Kansas, UsI designed and delivered engaging and participatory face-to-face and virtual training to audiences from 1-3000 with entry level to C-suite participants. Evaluation comments cite many ‘aha’ moments, and scores earned me the 'highest rated' award from 2004-2008.My most popular topics were:・Communication・Business Writing・Emotional Intelligence・Leadership・Customer ServiceI trained 10s of 1000s of individuals from 1000s of companies in the USA, Europe, and Australia.In addition to training, I merchandised back-of-the-room resources. I matched participant need with appropriate resources to exceed company set sales quota. -
Real Estate AppraiserBrittex Appraisal Svc Aug 2003 - Mar 2004I performed residential and commercial appraisals working toward the 2500 hours needed to be certified.Proven Skills:-A thorough understanding of appraisal methodology-Solid math and business skills-A precise attention to detail-A strong analytical skill set-Customer service skills-Organizational and time-management skills-Problem-solving skillsCompleted Courses:-USPAP Course -Basic Appraisal Principles -Basic Appraisal Procedures -Florida Appraisal Law -National Appraising for the Supervisor and Trainee -
Sales ExecutiveCox Communications Nov 2001 - Aug 2002Atlanta, Ga, UsI helped businesses get their 30 seconds of fame on cable TV. As an outside sales executive, I consulted with businesses in achieving their goals: lead and demand generation and brand awareness. My success was built on my talents at cold-calling, needs-based selling, and creative commercial production. -
Account ExecutiveWelcome Wagon Jan 2001 - Dec 2001Coral Springs, Fl, UsI helped homeowners meet the service providers that matter. Since 1928 Welcome Wagon has been connecting homeowners to local businesses. While I exceeded sales goals on listings for the traditional print directory, I also led the northeast region in digital sales. My success was due to my strong technical user and training background. -
Project Manager-Systems Administrator And TrainerLucent/Outsourcing Unlimited Inc. Aug 1999 - Mar 2001I brought advanced telephony technology to 500+ businesses across the northeast. As a project manager, I led all aspects of project delivery from installation to client training of Lucent's cutting edge phone and voicemail systems. This was the time when T1 lines and VoIP were starting to get mainstream. I acted as the first system administrator, and then trained a company-designated administrator. I managed all aspects of project coordination, including coordinating contractors and vendors. Succeeded in relationship building with all levels of Lucent personnel to attain 'Top Producer Award' in northeast territory.
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Store ManagerWarner Bros. Sep 1997 - 1998Burbank, Ca, UsI managed the highest volume store in the southeast region. With a multi-million dollar budget, I hired and operated a multi-level, 30-70 employee store front in a bustling tourist marketplace. Responsible for employee learning and development, I traveled to other stores in region, as well as, my store. My success was the result of a sales and service career that began when I was 16. -
Training ConsultantBank Of America 1991 - 1997Charlotte, Nc, UsI supported internal business goals through training and development.With various certifications in leadership and sales training, I executed training programs throughout the southwest region, to include: private banking, mortgage lending, and credit card divisions.This was a time of great innovation in personal computers with the introduction of Windows. I spearheaded these efforts by upgrading department software and leading computer skills training.I created and published department newsletter and calendar to promote department offerings.I coordinated team to integrate new call center technology for growing credit card division of company which increased retention rates over 40%Led classes on Microsoft Windows products including Microsoft Excel, Microsoft Word, and Microsoft PowerPoint.
Terri Sinclair, Pcc, Ccmp, Scm Skills
Training
Coaching
Team Building
Workshop Facilitation
Leadership
Emotional Intelligence
Training Delivery
Executive Coaching
Public Speaking
Leadership Development
Management
Staff Development
Presentation Coaching
Personal Development
Career Development
Salesforce.com
Conflict Resolution
Organizational Development
Business Coaching
Customer Service
Crm
Life Coaching
Small Business
Performance Management
Management Development
Motivational Speaking
Time Management
Executive Development
Employee Training
Organizational Effectiveness
Employee Engagement
Mbti
Career Counseling
Personal Coaching
Culture Change
Salesforce Training
Instructional Design
360 Feedback
Career Management
Sales Process
Customer Relationship Management
Career Development Coaching
Nlp
Work Life Balance
Instructor Led Training
Mediation
Self Marketing
Performance Improvement
Customer Relations
Interview Skills Training
Terri Sinclair, Pcc, Ccmp, Scm Education Details
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University Of ArizonaCommunications And Business -
Trailhead By SalesforceAdmin
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International Coach AcademyCoaching
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LandmarkTransformational Coaching
Frequently Asked Questions about Terri Sinclair, Pcc, Ccmp, Scm
What company does Terri Sinclair, Pcc, Ccmp, Scm work for?
Terri Sinclair, Pcc, Ccmp, Scm works for Coastal
What is Terri Sinclair, Pcc, Ccmp, Scm's role at the current company?
Terri Sinclair, Pcc, Ccmp, Scm's current role is Sr Change Management Consultant.
What is Terri Sinclair, Pcc, Ccmp, Scm's email address?
Terri Sinclair, Pcc, Ccmp, Scm's email address is de****@****ail.com
What is Terri Sinclair, Pcc, Ccmp, Scm's direct phone number?
Terri Sinclair, Pcc, Ccmp, Scm's direct phone number is +140120*****
What schools did Terri Sinclair, Pcc, Ccmp, Scm attend?
Terri Sinclair, Pcc, Ccmp, Scm attended University Of Arizona, Trailhead By Salesforce, International Coach Academy, Landmark.
What are some of Terri Sinclair, Pcc, Ccmp, Scm's interests?
Terri Sinclair, Pcc, Ccmp, Scm has interest in Tucson Small Business Owners, Coaching, Learning, Environment, Transformation.
What skills is Terri Sinclair, Pcc, Ccmp, Scm known for?
Terri Sinclair, Pcc, Ccmp, Scm has skills like Training, Coaching, Team Building, Workshop Facilitation, Leadership, Emotional Intelligence, Training Delivery, Executive Coaching, Public Speaking, Leadership Development, Management, Staff Development.
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