Designed and managed the full migration of all Oracle CRM data, custom configurations, processes, and reporting with a one-day cutover to Salesforce. Total project time under two months. ---Led sales-training and change-management initiatives for transition to Salesforce. ---Implemented Marketo eMarketing platform, including a migration of Eloqua automation and integration with Salesforce for opt-outs and bouncebacks. ---Implemented DiscoverOrg with integration to Salesforce, empowering sales with real-time insights about database and enabling new prospecting opportunities, while improving data-quality.---Implemented GetFeedback survey marketing platform tracking, tied into a total solution including eMarketing automation and Gmail integration (Cirrus Insight), with real-time Salesforce integration. ---Designed and implemented custom solution for new strategic business, tied into forecasting - adding value to Salesforce investment without additional software-purchase. ---Completed gap-analyses and infrastructure-adjustments to facilitate future “Lightning” upgrade to Salesforce.

Redesigned forecasting and app management processes and analytics - eliminating multiple hours/week of duplicative administrative work per sales-rep, drastically improving forecast accuracy and adoption. ---Soft integration with ERP for post-sales data to increase sales-team visibility to closed and won-but-open opps. ---Implemented Eloqua eMarketing, with Strikeiron email-validation, and integration to Oracle CRM. ---Designed and managed all technical aspects of automated eMarketing strategies, analytics and segmentation, along with process improvements considerate of CANSPAM and high-deliverability/open-rate requirements. ---Completed comprehensive audit of original CRM implementation to align with best practices to enhance sales team’s UX, improve existing data quality, and standardize new data. Deployed all practical measures for data security and database performance. ---Deployed best-fit email integration between Gmail and Oracle CRM to boost sales performance and reduce time spent logging activities. ---Designed and implemented new, comprehensive sales/sales-leadership dashboards with custom-extensions for daily process time-savings, while improving data-quality and usability overall.---Email-domain and G-Suite administration, including org-hierarchy design, de/provisioning of users, email- signature standardization and automation, security protocols and domain-health auditing.---Successfully completed secondary email-domain purchase and configured aliases to primary domain.

Managed 400+ User Oracle CRM Instance with users across Sales, Marketing, Finance, Operations, Legal, and Professional Services. ---Built 500+ custom reports/dashboards within Oracle Business Intelligence Enterprise Edition (OBIEE).---Developed and implemented custom, unified forecasting process for all business units while maintaining flexibility for distinct sales methodologies. ---Developed processes for Data Maintenance, Import/Export, De-Dupe and Cleansing with wide adoption. ---Managed daily system administration, user-support, and developed custom-solutions to fill functionality gaps from Salesforce transition. ---Designed and led all user-training and completed Eloqua eMarketing implementation with integration to Oracle CRM, involving three separate marketing teams with both unique and shared customer databases. ---CRM Steering Committee Member including stakeholders at departmental and executive leadership.

Led implementation of Oracle CRM onDemand for 400+ users with 1 million+ record data migration, working directly with executive leadership and external consultants. ---Responsible for technical documentation, user-acceptance testing, integration planning (Oracle EBS 12i, Custom Quote Portal), UX design (Layouts, Workflows, Reports/Dashboards, Data Validation, and Access/Permissions-Hierarchy) and ultimate implementation. ---Led consolidation of three separate Salesforce instances into unified Oracle CRM instance, while accommodating disperate business-processes with a combined reporting architecture. ---Managed three separate instances of Salesforce, building close relationships with business-leadership, across multiple industry focuses (VAR, Retail/POS and Proprietary-software), with international user-base (US, Canada, UK, and Hong-Kong/Macau) as a strategic liaison between sales/operations/marketing and IT, for both short and long-term initiatives. ---Primary POC for Salesforce Account Management (Contract Renewal, Upgrades, Licensing) Completed Manticore eMarketing Integration.