Sara Forbes Email & Phone Number

Toronto, Canada Area

We provide high-quality salesforce.com training and outsourced system administration to small and medium sized businesses in Canada. I focus on helping under-used technology become a major value-add. I take a holistic approach and address everything from defining KPIs, streamlining sales processes, • Manage a team of 6+ people to deliver Salesforce projects and services in the SMB space in Canada. As a team we have delivered 100+ projects of varying complexity. • Sell, scope, and solution design new projects for the delivery team.• Demo Salesforce capabilities to all types of users to encourage buy in and validate solution design. • Manage operational procedures; gather and implement feedback to increase efficiency.• Manage close partnership with Salesforce account executives and managers.• In-depth business analysis activities including requirements gathering workshops, interviews, documentation, and diagramming.• Customization of salesforce.com platform in all declarative features across Sales Cloud, Service Cloud, Experience Cloud, and Pardot.• Work closely with developers to deliver custom features and integrations.• Training of end users, management, and executives on platform best practices.

• Determine salesforce.com requirements based on existing and desired future sales and business processes and provide recommendations• Manage client expectations of project timelines and training outcomes• Deliver training to end users based on best use practices o In-person group training sessions of up to 25 peopleo Focus on development of habits and routines to incorporate salesforce day to dayo Monitor adoption and usage rates o Development of strong relationships with trainees in order to generate insight into their unique problem areas o Customization of training schedule as per individual trainee progress, aptitude, and requirements

Toronto, Canada Area

For over 30 years, OnX has helped clients overcome challenges and identify opportunities to achieve exceptional business results. We draw from today’s best technology offerings, and have the technical expertise, professional services know-how and financial strength to move your ideas forward. We assess, design, build and manage solutions that optimize or transform your IT infrastructure to better align with your business. • Managed business relationships of our strategic hardware partners F5, Cisco, HP, EMC, NetApp, IBM, Brocade, Hitachi Data Systems• Aligned business strategy objectives with partner goals• Developed initiatives to drive sales with particular partners and solution areas including call campaigns, dinner events, training sessions, and seminars• Analyzed sales data to determine trends, potential problems, and opportunities for improvement• Improved communication and working relationships between OnX and partner companies• Developed skills in value selling and requirements gathering for IT projects and solutionsCisco Partner Sales Academy • Three month IT sales training program with industry experts

Calgary, Canada Area

Grassroots Naturopathic Medicine is committed to developing the foundations of our patient’s health. With compassion, education and guidance, we are dedicated to helping our patients find their own unique path to healing. Our team includes seven naturopathic doctors, two chiropractors, two massage therapists and an athletic therapist providing craniosacral therapy.• Developed time management and organizational skills to keep up in a fast-paced and growing small business environment• Worked pro-actively with business owners and managers to create process efficiency• Used technology expertise to provide assistance with small business software and hardware requirements

Calgary, Canada Area

• Excellent customer service skills developed by being the first point of contact with customers• Received knowledge of SAP for inventory management • Developed strong selling skills in order to consistently meet company goals, including placing within the top ten CER’s of the region for selling loyalty cards

Certificate In Business Analysis

Bachelor Of Commerce (Bcom), Finance

Activities and Societies: Commerce Undergraduate Society, AIESEC

French Studies

École de langues - Five week immersion program