Joseph Cram Email & Phone Number

Boise, Idaho, United States

- Conducted workshops and training sessions for client teams, empowering them to utilize the full potential of Dynamics CRM. - Provided training and support to end-users- Led data migration projects, successfully transferring data from legacy systems to Dynamics 365 with minimal downtime and data loss.- Led blueprinting sessions with cross-functional teams to define project scope, objectives, and deliverables, ensuring alignment with business goals and technical feasibility.-… Show more - Conducted workshops and training sessions for client teams, empowering them to utilize the full potential of Dynamics CRM. - Provided training and support to end-users- Led data migration projects, successfully transferring data from legacy systems to Dynamics 365 with minimal downtime and data loss.- Led blueprinting sessions with cross-functional teams to define project scope, objectives, and deliverables, ensuring alignment with business goals and technical feasibility.- Customized Dynamics 365 CRM to meet specific business requirements, including entity creation, form design, business rules, and workflows, enhancing system usability and efficiency.- Created detailed process maps and user journey diagrams to visualize current vs. future state processes, identifying opportunities for automation and optimization within Dynamics 365. Show less

Bothell, Washington, United States

- Developed comprehensive documentation, including functional specifications, design documents, and user manuals, to support project implementation and ongoing system maintenance.- Customized Dynamics 365 CRM to meet specific business requirements, including entity creation, form design, business rules, and workflows, enhancing system usability and efficiency.

Bellevue, Wa

- Requirement Gathering- System Design and Architecture- Screen Mockups for Initial Design, Modification, and Enhancements- Implement and Configure Customizations for Business needs- Solution Management- End User and System User Training for Current Environment and CRM Best Practices- Manage Monthly Change Control Process and Bug Fixes- Troubleshoot Defects- CRM Reports and Reporting Using Refreshable Reports in Excel- Complete CRM Upgrades

Bellevue, Wa

- Analyze large sets of data and ensure data integrity and accuracy- Work in high-paced environment where I have to continually adapt to changing work environments- Utilize and combine several data sources for building and maintaining reports- Use MS SQL to pull data for reporting and data analysis- Use MS Excel to organize large sets of data and create various reports- Work with stakeholders to drive reporting requests- Perform mockup of CRM UI for modifications and… Show more - Analyze large sets of data and ensure data integrity and accuracy- Work in high-paced environment where I have to continually adapt to changing work environments- Utilize and combine several data sources for building and maintaining reports- Use MS SQL to pull data for reporting and data analysis- Use MS Excel to organize large sets of data and create various reports- Work with stakeholders to drive reporting requests- Perform mockup of CRM UI for modifications and enhancements- Work with numerous business owners to insure accuracy and completeness of all requests Show less

- Manage Excel spreadsheets for calling lists- Work to obtain goals each quarter- Use lists provided to interpret and sort customer data for calling- Open and Maintain Deposit Accounts (Checking, CD’s, Savings, etc)- Take credit applications- Act as conduit for information passed between bank and client- Maintain client files and correspondence, while ensuring bank policy and procedure is adhered to- Solid knowledge of products and services offered by the… Show more - Manage Excel spreadsheets for calling lists- Work to obtain goals each quarter- Use lists provided to interpret and sort customer data for calling- Open and Maintain Deposit Accounts (Checking, CD’s, Savings, etc)- Take credit applications- Act as conduit for information passed between bank and client- Maintain client files and correspondence, while ensuring bank policy and procedure is adhered to- Solid knowledge of products and services offered by the bank- Research and resolve complex issues for customers by partnering with other departments within the bank- Serve as contact for bank client’s questions and account support- Motivate a team of tellers Show less