Keith May Email & Phone Number

Minneapolis, Minnesota, Us

Working on the rebuild and modernization of the HomeSmart service at Xcel Energy focusing on a migration of HomeSmart from a legacy Salesforce org to a new Salesforce org with the addition of Service Cloud and Lightning Field Services. As part of my work, built and modified flows to support the HomeSmart enrollment app, built an Agent Console in Service Cloud, used Salesforce Connect and external objects to link two Salesforce orgs, used process builder, custom settings, and other customizations. Working on a very large team under Agile methodology that includes daily scrums, story assignments, documentation, and now source control (GitLab). Have completed all stories assigned to me within the assigned Sprint.

Duluth, Ga, Us

Provide all aspects of Salesforce and Salesforce ecosystem support. Design, build, and support customization projects, implement app-based solutions in Salesforce like Pardot, LinkedIn Sales Navigator, Mintigo, Engagio, D&B Hoovers, and others. Projects have included efforts in data quality, data governance, state-based territory realignment, and multiple ABM marketing initiatives. • Designed & built an internal Request (IT) tool that tracks user requests for support for Salesforce and our Salesforce ecosystem. The tool is key to our quick turnaround on and documentation of user requests and the solutions provided. • Collected requirements and then designed & built a set of customizations (fields, formulas, workflows, flows, page layout changes) to support an account’s movement through an ABM (account-based marketing) flow. This was part of a strong ABM effort involving Engagio, Mintigo, Terminus, and D&B Hoovers. • Took extensive D&B cleanse & append files provided by Dunn & Bradstreet, matched key values to our data using custom fields, and then used DemandTools, Data Loader, and many reports to clean our account data of 284,000 records. We eliminated bad account records, enhanced marginal account records, and raised D&B Confidence Code levels on most of our account records (all in one month). Our data quality has risen to having 79% of our account records at a D&B Confidence Code level of 10 and 85% having a 9 or 10. • Implemented, configured, & provided troubleshooting for D&B Optimizer & D&B Hoovers to support our data cleansing effort mentioned above. • Provided release management (sandboxes, change sets, change set troubleshooting) for myAgility, TOPS, and Intacct developer projects. • Reworked an earlier release of SalesLoft that was problematic. This included removal of ToutApp, remapping of data between Salesforce and SalesLoft, and troubleshooting the initial integration.

Germantown, Md, Us

Recruited as a SalesLogix expert to troubleshoot failing SalesLogix implementation. Adapted immediately to Salesforce and mastered Salesforce Administration. Excelled in providing timely support to business, developers, IT, and management. Served as administrator, customizer, and frequent troubleshooter for a Salesforce roll-out that started with one Enterprise Edition and 100 user, and now has grown to four Unlimited Editions and 1,100 users; expanded from a Sales Cloud-only solution to one that includes Sales Cloud, Service Cloud, Community Cloud, and Marketo; and advanced from one where the Salesforce Administrator provided all solutions and changes to one where the development teams are large, the projects are many, and the governance is complex. • Played a pivotal role in the implementation and roll-out of Salesforce to Large Enterprise, International, and Government Sales & Marketing Teams.• Merged separate Salesforce orgs belonging to the Partner and Franchise Sales & Marketing Teams into the primary North American Division org to facilitate collaboration across all teams, centralize reporting & analytics, and increase the 360-degree view of the customer.• Provided customization, design, data manipulations, and documentation as a key member of the development team for FOSS (IOES) project, which integrated Franchise accounts and opportunities in Salesforce with an in-house backend ordering system.• Designed and executed data de-duplication routines in DemandTools to improve data quality for all business groups using Salesforce. Supported the data de-duplication routines with use of PeopleImport & DupeBlocker to protect data during import of new account or lead records.• Leveraged a Salesforce unmanaged package to build a custom Marketing Development Fund (MDF) solution for the Key Cities Fund. The Sales team is now able to submit requests on the part of business partners for marketing funds that are tracked against a budget and approved by management.

Planned, designed, and managed SalesLogix customization projects for this SalesLogix Business Partner. Worked to troubleshoot client problems particularly as they pertained to the SalesLogix database and the ASP.NET-based web client. Designed and built Crystal Reports to support the business intelligence efforts of clients.• Used Scribe Integrate, Microsoft Excel, Microsoft SQL Server, and SalesLogix Import Wizard to import and export data from clients' SalesLogix databases.• Troubleshot database performance and database integrity issues.• Built and maintained development environments using multiple versions of Windows OS, Microsoft SQL Server, and related technologies. Trained on all of these systems to maintain a broad and flexible skill set.

Redwood City, Ca, Us

Recruited as a SalesLogix expert to help this provider of Monte Carlo predictive analytic software reverse a failed $25K implementation of their CRM system, generate confidence in SalesLogix, and maximize ROI of business intelligence. Supported a sales team of 36 and collaborated with 6 developers. Installed, monitored, and maintained 6 mission-critical servers running Microsoft SQL Server databases.• Implemented infrastructure improvements and provided sales business intelligence leading to significant sales growth from $5M in 2001 to $13M in 2006 resulting in acquisition by Hyperion and ultimately by Oracle.• Thoroughly assessed the situation and immediately collaborated with developers to integrate the modern CRM system with a Great Plains accounting package, support services, and sales activities. Addressed server hardware problems; restored Crystal and ad hoc reports. Modified user interface to facilitate easy data entry. Delivered more than promised to ensure management backing and user buy-in• Set up a desk in the Sales department to bond with the Sales staff, observer and understand their issues first-hand, and provide maximum accessibility. Rapidly increased confidence levels and system usage.• Enhanced the database, queries, and reports with additional fields giving visibility to broader and deeper data and enabling richer comparisons. Created more than 100 custom Crystal Reports.• Gathered business intelligence on major prospects including Johnson & Johnson, Intel, 3M, Raytheon, Air Canada, Chevron, Dell, Dow Chemical, General Electric, Hewlett-Packard, Motorola, Pfizer, and many more using Hoover & related research. Resulting deals with General Electric and Air Canada can be credited with turning around the company and leading to acquisition by Hyperion.

Gorey, Co Wexford, Ie

Joined the second largest SalesLogix Business Partner to create custom solutions for multiple clients using or implementing SalesLogix CRM. Designed solutions using Cypress Enable, Visual Basic, SQL, COM, Crystal Reports, Scribe Integrate, SQL Server, other Microsoft networking systems, and the SalesLogix CRM suite; performed on-site installations and troubleshooting of SalesLogix and Microsoft SOL Server.• Position eliminated when company was acquired by SPI Consulting.• Received certifications in SalesLogix Integration and Web Development, Seagate Crystal Reports, and Scribe Integrate. Advised, mentored, and trained co-workers on these tools.• Customized existing implementations for customers as well as designed custom solutions for the sales situations. Followed strict testing and release criteria ensuring error free releases of bundled changes.• Helped to save troubled key account, Chief Auto Parts, by establishing trust and working side by side with their employees to isolate and repair problems.