Elisa Harvey Email & Phone Number

Austin, Texas Metropolitan Area

As the CRM Administrator, I manage the company’s CRM on a day-to-day basis responding to internal user change requests, project requests, and providing support for the system. Also, I am responsible for helping to ensure the company is optimizing the capabilities of the system toguide the quality of data and information as well as for implementing newenhancements including creation of custom reports, invoices, workflows, and 3rd party integrations.Duties Include:- Supporting the CRM system by training and working with users, adding specific data elements, other requested administrative tasks.- Responding, managing and assisting with the management of CRM requests fromdepartment leaders & users, documenting the request, and follow up.- Define, develop, analyze and deliver dashboards, recurring business reports (monthly,quarterly, annually, etc.) and custom reports for the organization.- Data upload, data manipulation, data cleansing for mass adding/editing multiple records,layouts, deduplication.- Design reports, incorporating tools such as Power BI.- User Management: Adding/removing users; password resets, other CRM requests such asmanaging permissions and profiles, sharing rules and access privilege maintenance.- Collaborate with business users and management to perform requirements gathering.

Austin, Texas, United States

ZoHelpers has been a preferred Zoho implementation partner for 11 years. Among more than 500 Zoho partners in the world ZoHelpers has risen to become one of the top 10 in the world... with offices across the US, focused on serving small to mid-tier organizations from 2 to 250 employees.As a Zoho Administrator/Customer Success Manager and seasoned business operations and sales management professional, my responsibilities include:* Managing and responding to CRM requests from client department leaders and users, documenting/tracking the request, and follow up.* Data upload and manipulation, data cleanup, deduplication, and mass editing/updating multiple records.* Evaluate and streamline layouts and field customization.* User Management: adding/removing users, password resets, adding applications, adjusting permissions/profile roles, sharing rules and access privileges.* Scope and define needs for custom dashboards and business reports.* Collaborate with business users to gather and identify requirements for projects.* Support the internal team and client users in requests or troubleshooting on the CRM and numerous applications such as Projects, Sign, Writer, Forms, Bookings, Field Service, and more.* Process Documentation and Training (on and off site).Also involved with:-start-from-scratch Zoho CRM implementations-Zoho One implementations-Business Process/Workflow Optimization-Marketing Automation/Drip Marketing Launch-Zoho Books Implementation-Zoho Desk/Help Desk Optimization-Zoho Field Service Mgt. Implementation

United States

As the CRM Administrator Specialist of Sales and Operations at Eblock, the online auction division of the publicly traded E, Inc., I was tasked with:• Assisting in the integration of Zoho with core data sources to facilitate the synchronization of Account and Sales data• Collaborating with stakeholders to intake feature requests, and constantly reprioritize the list ofrequested features and develop in an agile manner.• Finding solutions to issues that arise when features do not work as intended. Work with the team to seek out the answer, work-around, or an alternate solution to fulfil the feature request to the internal team’s satisfaction.• Facilitating online video sessions with staff for meetings, technical services, and training.• Facilitating client support via Zoho Desk to resolve internal technical issues, troubleshooting and bug fixes.• Assisting in creating training materials including videos and documents.• Proactively maintaining Zoho skills/knowledge with continuing education on changes/updates to Zoho software; keeping up with the newest capabilities.• Assisting in set-up and administration of CRM user accounts and subscriptions on an as-needed basis.• Collaborating with leadership and team members, to further optimize and advance effectively thecompany knowledge base, and Zoho Desk app.

Austin, Texas, United States

TengoInternet is an industry leader in outdoor WiFi, delivering complete WiFi network solutions from design to guest support. During my tenure I held a wide range of positions including Customer Success Manager, Account Manager, Network Field Consulting and Sales Support. Responsible for managing customer lifecycle, utilizing best practices and mission critical KPIs to create and lead customer engagement and communication. Coordinated with sales and business development on pipeline management and contributed to process optimization in workflow and documentation for CRM integration and training.

Austin, Texas, United States

Held the primary relationship with a targeted list of customers providing advice and sales support for maintaining their WiFi networks and serving their guests while driving repeat business for upgrade and development and referral sales for 107 accounts.

Austin, Texas, United States

In this critical role, supported sales representatives in contributing to achieving sales targets by acting as an extension of the sales force. As the first point of contact with prospects, pre-qualified incoming leads, assigned to sales reps and scheduled calls while maintaining accurate data in the CRM. Prepared sales proposals, quotes, and service contracts as well as booking sales orders. Produced lead and sales progress reports and developed strategies for improvement.

Austin, Texas, United States

Responsible for generating leads in a new market and territory. Building strategic partnerships while nurturing new and repeat customers. WiFi network design, revitalizing lost accounts, implementing new sales and marketing campaigns to target prospects in new markets. Identifying and executing sales and operational process improvements.

Austin, Texas Metropolitan Area

Managed a diverse team responsible for anti-money laundering monitoring, report analysis, case investigations, and funds capture for Enterprise Risk/Fraud Department. Worked with cross-functional management, senior management, and staff to promote an environment of loss prevention while providing quality service to customers. Responsibilities:-Set up and investigate fraud cases-Communicate with authorities and other thirds parties-Assist Customer Service team with fraud inquiries-Anti-Money Laundering monitoring including suspicious card-use activity-Assist with monitoring of account owner identification information to ensurecompliance-Performance management and career planning-Member of Change Management Committee