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With 20 years of CRM (and related tech-stack) experience with a Sales, Service and Marketing operations mindset, my consulting firm places an emphasis on user adoption and coaching towards self-empowerment. Our end goal is to bring a company's CRM to life. In doing so, we often change a company's culture. As Chief Carrot, I am proud to share that as of the end of 2023 we have transformed 49 companies in 11 different industries. Companies include nonprofits, startups, and small and large entities (from 10 to 7,000 users). Our results are timely, effective, and focused on all stakeholders.Answer the questions below to discover whether your company is having the success it could. If not, it might be time to consider the boutique consulting firm CRMcarrots, Inc. * Has your company spent tens (or hundreds) of thousands of dollars on Salesforce and other tools in order to increase revenue and productivity-without the returns you expected?* Are all your business divisions and functions using the tools provided collaboratively and effectively?* Are management and the front lines seeking a more operationally efficient end-to-end sales process?* Is the data in different systems in sync? Are the data sets consistent?* Do your end users still look at salesforce as a data entry tool that management asks them to use? * Does your company lack game changing and actionable reporting/marketing analytics? How about dashboards that convey a story? Every click of the mouse should serve a purpose!****************To request a free assessment and discuss how we can make a difference and bring your CRM to life, contact me. It will be a pleasure to share my experiences, 917-470-6425.****************TOOLS: Salesforce.com (Sales and Service Cloud and NPSP) | CPQ | Conga | Docusign | Panda Docs | Adobe Sign | Pardot | HubSpot | Classy | Marketing Cloud | Constant Contact | Salesforce Inbox | MixMax | Maxio | NetSuite | Geopointe/Maps | Formstack | Salesloft | Outreach | Orum | Engage | Hoopla | DiscoverOrg/ZoomInfo | DemandScience | LeanData | Dooly | Rollup Helper | Sales Navigator | Vidyard | Chorus | Validity/Demand Tools | Advanced MS Access, Excel SKILLSETS and ABILITY: CRM Fundamentals | Scorecards | Reports & Dashboards | System Administration | Marketing Analytics/Automation | Standardization | Data Normalization, Data Mining, Data Quality Controls | Sales Productivity Gains | Business Process Re-engineering | Coaching & Training | Leadership & Innovation | Strong Business Acumen | Tech-Stack Administration
Crmcarrots, Inc
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Chief CarrotCrmcarrots, Inc May 2013 - PresentAs a boutique consulting firm specializing in salesforce.com, our focus is on user adoption and coaching towards self-empowerment. We begin with a free assessment of your configuration, data, processes, analytics, and the understanding that adoption of Salesforce.com is often difficult. To work smoothly, it must meet the needs of both management and the end user. Management requires actionable and standardized KPIs for informed decisions, while end users want to boost productivity, sharpen customer knowledge, increase professionalism, and improve time management. If executed effectively, most of these goals can be achieved through “carrots” such as mass updating, automation, and less clicking.What’s behind our success? For each client, we take into consideration poor implementations, dirty data, complex business processes, ineffective analytics and dashboards, coaching methods (not training), and most important, the incentives put forth to use the tool itself. By asking the right questions and coaching towards self-empowerment one-by-one, naysayers become believers, cultures change, and employee morale soars.
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Martial Arts InstructorYai Network Apr 1999 - Apr 2015New York, New York, UsWith the support of the World Seido karate organization, I taught, empowered, and built confidence to those with developmental disabilities and led demonstrations throughout the year. http://www.youtube.com/watch?v=dBelKhBPGXk -
Salesforce.Com ConsultantFxall Apr 2013 - Mar 2015Toronto, On, CaContracted to act as an in-house Salesforce.com subject matter expert and bring their CRM to life. Drive culture change and behavior through instituting CRM fundamentals, streamlined business processes, and ultimately institute changes that will provide value for not only Sales, but Finance, Product Heads, HR and Compliance.Data Quality- Programmatically closed 2500 stale opportunities- Normalized data for 50K+ records; contact address and opportunity fields- Purged 80K+ emails from contact records that were uploaded in error over the years- Purged 1K+ unused reports- Reconciled unique identifiers between three different independent tools and presented solution for harmonizationDeployed/Enabled Enhanced Functionality with quick reference guides- In-line editing, salesforce touch, salesforce for outlook, standardized global reporting platformEnriched the user experience with a more intuitive feel- Purged 300 stale/unused fields from salesforce and hid another 50- Simplified and strategically grouped fields on all page layouts- Created mini views when hovering over account and contact fields - Enhanced searches to included additional, relevant columns in result sets- Re-ordered and displayed tabs most commonly used as well as related list’s (sections) for accounts, opportunities, and contactsAddressed new compliance regulations with defined process, functionality, and documentation - SEF, KYC, EMIR -
Global Head Of Performance EnablementThomson Reuters Apr 2007 - Dec 2012Toronto, On, CaMultiple positions in my tenure, all more senior than the former. In Oct 2011, elected to manage the Salesforce.com global sales reporting platform for Thomson Reuters, a $7 billion business. The intent of this position was to lay the foundation, implement fundamentals, increase visibility, but most importantly provide consistency and standardization across the globe to drive cultural change. In 2012, success was demonstrated through increased performance & productivity for all 6,000 end users resulting in saved business and increased revenue. As Head of Performance Enablement, I was also steered towards improving the overall Salesforce.com end user experience. In turn, simplified business processes and workflows while increasing the data standard through normalization and standardization.Key Accomplishments:- Engineered a common Salesforce.com platform for increased dashboard adoption, resulting in a 60% productivity jump within the first 6 months after its release.- Identified and translated requirements into functional design documentation for the marketing, finance, and customer administration teams leading to increased user adoption of 90%.- Traveled extensively domestically and internationally to assure competency and comfort levels of auxiliary personnel were met.- Minimized gaps between financial & sales reporting.- Identified user interface drawbacks, data inconsistencies, and uncovered fundamental flaws and technical limitations in customer administration processes. Advised appropriate teams of respective actions.- Provided impact and end-to-end strategic assessment for most enhancement, integration, and migration requests.- Monitored/updated segments of customer data, making it over 80% more accurate and reliable.- Uncovered technical and process inefficiencies in account team assignments as well as inaccuracies in statistics on product migrations produced under the corporate umbrella. Both achievements led to company wide recognition.
Michael Baumgarten Skills
Michael Baumgarten Education Details
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Monash University -
University At BuffaloBusiness Administration Finance & Marketing Concentration
Frequently Asked Questions about Michael Baumgarten
What company does Michael Baumgarten work for?
Michael Baumgarten works for Crmcarrots, Inc
What is Michael Baumgarten's role at the current company?
Michael Baumgarten's current role is Salesforce Consultant.
What is Michael Baumgarten's email address?
Michael Baumgarten's email address is ou****@****ail.com
What is Michael Baumgarten's direct phone number?
Michael Baumgarten's direct phone number is +191747*****
What schools did Michael Baumgarten attend?
Michael Baumgarten attended Monash University, University At Buffalo.
What are some of Michael Baumgarten's interests?
Michael Baumgarten has interest in Social Services.
What skills is Michael Baumgarten known for?
Michael Baumgarten has skills like Operational Efficiency, Salesforce.com, Siebel, Requirements Gathering, Business Objects, User Acceptance Testing, Crm Fundamentals, Actionable Reports And Dashboards, Scorecards, Data Quality Control, Data Mining, Data Normalization.
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