Julie E. Email & Phone Number

Fishers, Indiana, Us

York, Maine, Us

I started my own company so I can bring my extensive Salesforce and Pardot knowledge directly to my clients. I continue to work frequently with the best Salesforce Partners in the industry, including: Coastal CloudStreamline Business AdvisorsOffPremInvado SolutionsHarborcoat ConsultingSeaport Consulting Swiftriver Consulting Enable Consulting www.simplifiedsolutions.cloud

Boston, Massachusetts, Us

Palm Coast, Fl, Us

Austin, Texas, Us

Work closely with Invado clients to implement Salesforce and Pardot systems to streamline sales and marketing processes , reporting, and alignment.

Durham, Nh, Us

Dover, Nh, Us

Working as a Salesforce Business Analyst Consultant for small businesses across varied industries. Experienced in working with new Salesforce clients to map out their existing business process and provide custom solutions in Salesforce that increase efficiency. Strong Requirements gathering experience. Involved in business and end user meetings for discovery, and business needs gathering. Work closely with client to develop the most efficient business processes in Salesforce. Customize the application based on their user requirements through custom objects, page layouts, establishing pick lists, custom lookups and formula fields. Involved in data migration from legacy systems. Comfortable with various data import and cleanup tools such as Dataloader, Jitterbit, and DemandTools. Experience with Integrating Salesforce with HubSpot, Marketo, Pardot, and Outlook 365. Skilled in customizing standard objects like Accounts, Contacts, Opportunities, Products, and Leads.Excellent communication and interpersonal skills. Collaborate with and train clients on Salesforce effectively using GotoMeeting and Basecamp.

Marco Island, Fl, Us

Working as a Salesforce Business Analyst Consultant for small and medium businesses across varied industries. Many implementations include large universities. Experienced in working with new Salesforce clients to map out their existing business process and provide custom solutions in Salesforce that increase efficiency. Strong Requirements gathering experience. Involved in business and end user meetings for discovery, and business needs gathering. Work closely with client to develop the most efficient business processes in Salesforce. Customize the application based on their user requirements through custom objects, page layouts, establishing pick lists, custom lookups and formula fields. Involved in data migration from legacy systems. Comfortable with various data import and cleanup tools such as Dataloader, Jitterbit, and DemandTools. Experience with Integrating Salesforce with HubSpot, Marketo, Pardot, and Outlook 365. Skilled in customizing standard objects like Accounts, Contacts, Opportunities, Products, and Leads.Excellent communication and interpersonal skills. Collaborate with and train clients on Salesforce effectively using GotoMeeting and Basecamp.

Guide and train Marketing teams for organizations in varied industries on Pardot digital marketing functionality, Salesforce integration setup, and Pardot best practices.To The Point Marketing was sold and bought out by another firm in 2019.

Boston, Ma, Us

Saxa Solutions was bought out by V2 Management Consulting in 2018Background: Experienced in working with new Salesforce clients to map out their existing business process and provide custom solutions in Salesforce that increase efficiency. Strong Requirements gathering experience. Involved in business and end user meetings for discovery, and business needs gathering. Work closely with client to develop the most efficient business processes in Salesforce. Customize the application based on their user requirements through custom objects, page layouts, establishing pick lists, custom lookups and formula fields. I have developed processes in the new Process Builder and Workflows to customize email alerts, automatic record creation, and field updates using complex rules. Involved in data migration from many legacy systems. Comfortable with various data import and cleanup tools such as Dataloader, Jitterbit, and DemandTools. Experience with Integrating Salesforce with Pardot, HubSpot, Marketo,, and Outlook, and Gmail. Extensive experience customizing standard objects like Accounts, Contacts, Opportunities, Products, and Leads and creating custom objects.

Portsmouth, New Hampshire, Us

Contracted to manage customer relationships and website development projects from site design to launch for a small web development company.Identified business requirements and ensured web development projects were delivered on time, with functionality that exceeded the clients expectations. Successfully managed the agency partnership relationship with HubSpot, a leading inbounding marketing platform. Managed Partner Relationship with HubSpot. After achieving a certification in HubSpot, I developed and manage digital marketing campaigns for clients, including blogging, email, and social media initiatives using the HubSpot system.

Us

After my previous company was acquired by Vignette in June 2000, I was brought on as a technical sales lead to the Vignette sales team for the Vignette Personalization Solution, formally the Datasage Business Intelligence Reporting Solution. I trained the sales team on the functionality and business benefits of the newly acquired product. Facilitated discussions with customers on personalization and communicated their user requirements to the development team. Acted as the liaison between the customer and product development

Us

Managed the top 5 corporate accounts through relationship building and on-site consultations for a small, privately held business intelligence company.Contributed to the group wide sales goals of over $5 million annually, which lead to a $600+million company acquisition by Vignette Corporation.

Portsmouth, Nh, Us

Successfully lead the design and release of Global SFA that specialized in international hotel sales automation and centralized inventory management. This was an innovative accomplishment at the time since there was no cloud or mobile solution available.Advised Corporate Sales Directors on writing effective proposals for multi-million dollar sales efforts and delivered lively demonstrations.Counseled Enterprise Project Managers on appropriate product mix and implementation solutions for our customers’ most complex automation scenarios.Consulted Fortune 500 companies on streamlining an enterprise through cost effective sales and marketing automation that would reduce costs and increase revenue

Portsmouth, Nh, Us

Worked closely with Corporate Sales Directors as a product specialist to assist in closing agreements of top Corporate Accounts. Top accounts include Hilton Hotels, Wyndham Hotels, Hyatt International, and Starwood Hotels and Resorts. Managed top 10 Corporate Accounts including Four Seasons Hotels and Hilton Hotels Accountable for Project Management and Customer Service for 1200 Accounts worldwide Developed corporate standards, training policies, and procedures Directed international user groups in Europe and Asia to ensure efficient usage of the software and develop product specifications for future product design.

Portsmouth, Nh, Us

Trained up to 50 people simultaneously on sales automation and custom report writing in over 200 hotels, casinos, and sales offices worldwideCounseled hundreds of Directors of Sales on CRM implementations at hotels selling up to 5000 guestrooms per night .Restructured sales offices through cost effective automation, including defining and documenting new business processesTested the new application to ensure it was installed correctly and met the client’s custom standards.