Evan Patrick Email & Phone Number

San Diego, Ca, Us

Responsible for identifying issues and opportunities, recommending solutions and ideas, to rework the Marketing lead life cycle and sales process for a more efficient, measurable, and manageable model.Accountable for analyzing, defining, and building actionable reports and dashboards to measure and present core metrics and trends to support business decision-making.Designed documentation and training for Marketing and Sales reps on lead life cycle, lead qualification process, and best practice SalesForce.com database usage.Currently working with a SalesForce.com Unlimited Edition instance with extensive Marketo marketing automation integration.

Responsible for selling, delivering, and servicing SalesForce.com consulting packages. Services include end-to-end implementations, administration, analysis, and optimization. Examples of recent SalesForce consulting experience include: Implementing new instances of SalesForce, optimizing current instances, creating custom objects, fields, layouts, profiles, roles, and complex reports, setting up and managing marketing automation, integrating with custom apps, offering best practices for data management and sales processes, refining lead life cycles, sales team and management training.FlatRate CRM Consulting offers rapid, low cost, flat-rate, SalesForce.com CRM implementation, optimization, and service programs for small and medium-sized companies. Programs are designed to quickly and effectively implement, optimize, and/or support a SalesForce instance that mirrors your sales processes, drives productivity, increases efficiency, and measures sales performance with accuracy. www.flatratesalesforceconsulting.com

Dallas, Tx, Us

Responsible for analysis and implementation of a SalesForce CRM enterprise instance conversion from B2B to B2C, including reconfiguring and/or merging data in a system with over 1.5M records. Conversion included reconfiguring every data field, workflow, rule, use, process, and component of the lead lifecycle for our Marketing and Sales teams. Led various business improvement projects across multiple divisions at different site locations to find efficiencies and improve performance, including mapping current work flows, analyzing and identifying problem areas, providing innovative solutions, and managing and training teams to implement changes to improve processes and increase sales.Responsible for administration of SalesForce for the business, including managing fields, objects, accounts, layouts, rules, workflows, users, and all aspects of Marketing reporting and analysis.

Atlanta, Ga, Us

Produced a wide variety of reports used by managers and leaders for monitoring activity, customer statistics, and trends. Contributed to campaign planning activities, including direct mail list production, telesales list development, and segmentation strategy implementation.Performed ongoing analysis of business activity and provided ad hoc insights and recommendations of actual performance, business trends, and current marketing opportunities.