David Widman Email & Phone Number

Boise, Id, Us

• Created and maintained a Salesforce instance for the foundation, including data entry of donor information, leads, opportunities, cases and tasks.• Manage all aspects of the marketing automation systems, including lead generation campaigns, email blasts and landing pages.• Collaborate with team to ensure that processes are streamlined across the foundation.• Work closely with the board to identify areas for improvement in productivity or workflow efficiency.

Boise, Idaho, United States

• Create and maintain Salesforce objects, fields, page layouts, reports, dashboards, etc. for the sales team to use in their daily activities.• Provide technical support for all users of Salesforce CRM system including training on new features and functionality as well as troubleshooting issues with existing systems.• Assist with the implementation of new business processes that require changes to current Salesforce configurations such as account structure or pricing model adjustments.• Participate in projects related to improving efficiency within the organization by streamlining workflows using technology solutions (e.g., automation tools).• Developed a deep understanding of company’s products/services and market segments served which enabled effective communication between departments regarding product capabilities and requirements needed to meet customer needs.• Implemented and administered Salesforce orgs, including user setup, profiles/permission sets, security, sharing rules, custom fields, page layouts, apps, etc.• Create custom workflows, processes, and validation rules to automate business processes and improve data quality.

Boise, Idaho, United States

Trained and assisted with user support and system configuration, utilizing Salesforce platform to meet current user needs and develop new solutions for future customers. Tasks ranged from assisting and instructing users, making and documenting required system configuration changes, monitoring and auditing system usage and performance and researching and creating documentation both for end-users and the team. Worked on creative/programmatic tasks to improve upon delivering the above tasks.