Lisa Berecz-Davis Email & Phone Number

Detroit, Mi, Us

Recruited to leverage strategic network of relationships and contacts within the legal field to generate new leads and set appointments for sales representatives to promote the company’s filing platform. Schedule meetings and focus groups with attorneys, partners, general counsels, and owners to drive and maximize business development initiatives.Generating new business opportunities by identifying & qualifying leads. Setting up meetings for sales.Research and identify potential customers and decision-makers in target markets.Making initial contact and email prospective customers to generate interest and set up meetings.Qualify leads and conduct initial needs assessments to determine if our platform is a good fit.Maintain accurate and up-to-date records of leads and prospects in our CRM system.Collaborate with the sales and marketing teams to develop and implement effective outreach strategies.Attend industry conferences to promote our platform. Building relationships with potential customers.Extraordinary Achievements▬▬▬▬▬▬▬▬▬▬▬▬▬Help coordinate a focus group on the Corporate Transparency Act with high-level partners.Consistently exceed monthly and quarterly sales quotas.Key contributor to overall company growth.Gaining access into multiple large law firms.

Proactively recruited to return to the company to drive new business and renewals across the nation renewals by spearheading major Internet marketing campaigns for the nation’s #1 legal search sites including lawyers.com and martindale.com. Served as a trusted advisor, sales consultant and market industry expert responsible for the overall successful relationship as measured by retention and renewals, profitability, growth, and customer satisfaction.Extraordinary Achievements▬▬▬▬▬▬▬▬▬▬▬▬✔2022: Attained 159% over goal for January and 186% over goal for February.✔2021: Achieved 129 % over goal Q1, 128% over goal Q2, 134% over goal Q3 and 158 % over goal Q4.✔2020: Attained 242% over goal Q3 2020 and 170% over goal Q4 2020.

Recruited to leverage strategic network of relationships and contacts within the legal field to drive new leads, set appointments for area representatives and generate new business. Emphasis on setting meetings with attorneys, partners, general counsel and owners to drive and maximize business development initiatives.Extraordinary Achievements▬▬▬▬▬▬▬▬▬▬▬▬✔Established and developed the inside sales department for the organization to generate new leads for the sales team including championing the implementation of Salesforce. Worked directly with the sales rep to get appointments. ✔Initiated sales strategies and increased territory business 20% in the first year. ✔Contributed more than $1.7MM in revenue, FY 2019.✔Consistently a top performer, meeting and exceeding monthly sales goals by an average of 154% each year during tenure.✔Key contributor to overall company growth, 2013-2020.✔Prospected for new business by researching the market, cold-calling, telephonic appointment setting, attending networking events, and developing strategic relationships with industry partners to generate leads and referrals.✔Delivered informative lunch presentations to generate company interest and set new appointments. ✔Called on qualified sales lists provided by reps and uploaded into Salesforce system. ✔Followed-up on marketing generated leads from marketing campaigns, webinars, white papers, conferences, and events.✔Assisted in national business expansion and support 15-20 sales reps in markets nationwide.

Accountable for managing a portfolio of accounts and developing significant new business promoting company products and services to businesses in SE Michigan. Extraordinary Achievements✔Exceeded quota and product goals the first 4 months in the field by 115%, 2012. ✔Exceeded year-to-date quota by 120%, 2013.✔Consulted with firms utilizing extensive analytics information. Developed strategic marketing plans, performed implementation, extended training on products, processes and tools, educated conversion skills and client management. ✔Built loyal client relationship and solidified partnerships. Presented industry information relating directly to clients’ specialty, adding value with every touch point while interlacing ROI in every interaction.✔Developed and implemented marketing strategies founded on research-based recommendations, through consulting utilizing extensive analytics. Provided ongoing analysis while building on client solutions.

Promoted to service accounts in the Michigan territory accountable for establishing new account sales and renewals by spearheading major Internet marketing campaigns for the nation’s #1 legal search site (lawyers.com and martindale.com). Provided motivational team leadership to Account Sales Executives in the Midwest Territory. Effectively communicated with team members relative to account targets and planning. Advised team members on client account development solutions in internet marketing strategies.Extraordinary Achievements▬▬▬▬▬▬▬▬▬▬▬▬✔Consistently met and exceeded sales quotas and goals as evidenced by numerous awards throughout tenure.✔Exceeded New Business Goal by 141% and Growth On Existing Accounts Goal by 139%, 2011.✔Exceeded New Business Goal by 129% and Growth On Existing Accounts Goal by 112%, 2010.✔Achieved New Business Goal of 100%, 2009.✔Exceeded Point of Sale (POS) Sales Revenue Goal by 113%, 2008.✔Exceeded Sales Revenue Goal by 100+% and Focus Revenue Goal by 200%, 2007.✔New Circle of Excellence (formerly Presidents Club) Annual Awards, 2000-2010 for exceeding $1MM in new and renewal sales.✔Voted Exceptional Team Player by the Account Team, Territory and Regional Managers, 2009.

Selected as one of five people out of 1200 Sales Representatives in the country to be part of an elite Focus Product Field Sales Group to identify viable markets for new revenue sources and call on elite accounts, critical to the long-term health of the organization. Extraordinary Achievements▬▬▬▬▬▬▬▬▬▬▬▬✔Exceeded goal by 150%, 2006 and by 192%, 2005. ✔Team of the Year Award for Overall Production, 2005.