Danielle Fessler Email & Phone Number

Charleston, Sc, Us

Marketing Operations- Leads the optimization of lead sourcing models, ensuring smooth data integration between marketing automation tools and CRM systems for actionable insights to the sales team.- Develops and executes list builds, email campaigns, nurture sequences, and post-campaign analysis for improved audience targeting and engagement.- Develops and documents standard operating procedures (SOPs) for marketing automation workflows and campaign management, while providing training and best practices to team members on CRM and marketing platform integration.CRM & Marketing Automation- Manages the design and implementation of custom integrations between CRM platforms (HubSpot and MS D365 CRM) and marketing automation tools, focusing on data integrity and optimizing automation processes.- Ensures the accuracy of list creation, lead entry processes, and segmentation to support demand generation campaigns.- Oversees data flow between marketing platforms and CRM systems to ensure timely and accurate sales follow-up and improve lead sourcing for enhanced lead follow-up and pipeline generation..- Utilizes CRM and marketing platform integrations (e.g., ZoomInfo and HubSpot) to ensure data integrity and add contacts to the database based on company intent signals to enroll them into targeted nurture tracks.- Creates and maintains workflows for lead scoring, segmentation and automation of repetitive marketing tasks. Data Management & Reporting- Builds and manages data dashboards, performs queries, and produces analytic reports using HubSpot, CRM and Excel to track campaign performance and lead stage progression. - Collaborates with marketing, business development, and sales teams to create workflows, manage data integration issues, and improve marketing attribution.

Remote, Charlotte, Nc

- Developed and maintained SOPs to enable cross-functional teams to follow set processes synchronously.- Assigned leads generated internally to the sales team and triages internal requests to appropriate departments. - Created and managed monthly/weekly/daily sales reporting including forecasting and quota attainment.- Collaborated with Sales Leaders to improve sales processes and procedures to ensure data accuracy and consistency. - Worked cross-functionally with the marketing and renewals teams, to create and maintain reporting and client lists.

Remote, Charlotte, Nc

- Collaborated with sales, marketing, and operations to implement processes that increased the sales pipeline and supported sales teams.- Coordinated sales initiatives, account and lead assignments, and created reports for weekly SMB Sales Meetings.- Provided internal training and troubleshooting for Dynamics 365 CRM, offering system improvement recommendations.- Gathered and analyzed sales team needs, translating them into actionable field requirements and Dynamics 365 CRM system workflows.- Coordinated system configuration changes with Columbus’ global development team by attending sprint planning and review meetings, actively participating in the development process to ensure project milestones were met and obstacles were swiftly addressed.Analyzed key performance indicators post go-live, gathered user feedback, and coordinated enhancements.- Designed flow of data between HubSpot and Dynamics 365 CRM integration, maintaining documentation on custom integration functionality.- Developed comprehensive documentation and training materials to support end-users, enhancing their understanding and effective utilization of the Dynamics 365 CRM system.- Led CRM continuous process improvement initiatives, leveraging data insights for system enhancements.- Acted as a liaison between technical teams and business stakeholders for clear communication of project goals and deliverables.

Remote, Charlotte, Nc

• Worked remotely as a supportive resource for the SMB Account Executives by assisting with account assignments, research, and presentations. Ensured follow ups from prospective clients are delivered in a professional and effective manner.• Assisted with on-boarding of new Account Executives by presenting necessary sales tools for a successful transition into the Columbus organization. • Aided with coordination of the annual US Sales meeting. Organizes and creates presentations, meeting agenda, and reservations for meals and hotel stays.• Joined in CRM initiatives to improve the function of Columbus US’s internal Dynamics 365.• Utilized Microsoft’s Dynamics 365 CRM to create and analyze a Sales Pipeline report, which is used in US weekly sales meetings. Analyzed report to ensure opportunities in pipeline are progressing towards closing.• Collected and complied updates on weekly sales initiatives from Account Executives to present to all levels management.

Mathews, North Carolina

• Responsible for marketing/ CRM administration/ accounting assistance functions within the manufacturing sales representative company targeting clients in the Chemical, Pulp & Paper, Life Sciences, and related industries. • Track sales from point of inquiry to purchase with the use of Microsoft Dynamics CRM. Responsible for generating quotes, accepting purchase orders, placing customer orders, all aspects of accounts payable and accounts receivable. Proficient in QuickBooks. • Generates monthly sales forecasts from Dynamics 365 (CRM) and analyzes various sales reports from QuickBooks.• Guide customers through the purchasing process by answering questions and communicating order updates via email and phone. Follow up on outstanding quotes with customers to obtain project updates.• Expand company’s online presence on multiple social platforms and lead website updates to increase sales. Create informative marketing materials to distribute to potential clients.