Nancy Jacobs Email & Phone Number

Atlanta, Ga, Us

Atlanta, Georgia, United States

AllSherpas is a new breed of Salesforce consultancy, offering flexible solutions with top-tier talent for both full-time and fractional consultants/engagements. On a mission to be the most consistent, flexible, and talented Salesforce Partner and AI focused technology consultancy in the ecosystem. Excited to join this talented team as we work to achieve great things for our clients, people, and community!

Greater Atlanta Area

Salesforce Product Owner (IT) for global manufacturing company* Developed standard operating procedures (SOPs) for the Salesforce platform, and was used as a baseline for other enterprise applications* Managed business relationships for 3 distinct business units, and developed processes to achieve global alignment where possible* Managed internal team and partner resources, to achieve continuous delivery* Setup and managed support processes* Responsible for the overall success and value Salesforce brought to the company

Greater Atlanta Area

Alpharetta, Ga

Alpharetta, Ga

• Standardized BA processes, standards & documentation to be used in collaboration with the design team for new configuration.• Introduced the BA Tower of Excellence which was adopted. The purpose of this document was to provide the team with standards and practices for the BA throughout the Software Delivery Lifecyle (SDLC); and to provide a framework for BA’s to champion requirements from discovery through implementation.• Negotiated collaboration with another team in the same Salesforce instance which hadn’t been achieved until then. Began discussions on standardizing Accounts and held bi-weekly informal discussions to ensure both teams were aware of new developments.• Presented to management a proposal to establish User Support in a phased-approach which would include the use of Cases, Salesforce Knowledge, Chatter, and an Employee Community. All but the Employee Community was launched with a small user-base. Previously, the COE had blocked the team from using the cases object. In order for this to happen, I also had to present the proposal to the COE and gain their approval to move forward, which was done successfully.• Introduced the concept of HyperCare to the team and successfully managed the first HyperCare phase with the last project. We received extremely positive feedback with how this project was run compared to the last rollout.• Worked with the Credentialing team to understand their business process in detail, which hadn’t been done when solutioning for them in the past. Recommended enhancements based on their processes which are now in the backlog. • Completed discovery for Recredentialing and championed for their work to be prioritized due to the government mandate• Trained & supported new users

Greater Atlanta Area

Program Manager• Responsible for overseeing all efforts related to Salesforce due to changing data source system of record from SAP to Workday• Created & executed cutover strategy & plan including resource managementProject Manager• Salesforce projects due to the impact of changing to Workday: Reconfiguration of cases, changes to contacts, reports & dashboards, new front end for payroll process, updates to community portal, improvements to chat, upgrade inContact, 3 integrations• Both Waterfall and Agile methodologies• End-user trainingSr. Business Analyst• Collaborate with business owners to identify and document business processes and requirements for the development and implementation of internal systems: Salesforce, Workday, and many 3rd party systems to integrate with Salesforce & Workday• Anticipate the needs of stakeholders affected by process change• Design processes that can be implemented with minimal disruption to supporting systems and that are cost effective• Document business requirements (BRRs) and functional design specifications for conversions, interfaces and reports; using both waterfall and agile methodologies following the SDLC process• Engage with IT partners to ensure business needs are correctly translated to support processes and systems changes with high quality results• Lead design sessions to identify functional gaps and opportunities of improvement • Create/deliver presentations on requirements and solution to internal partners for review and input.• Work closely with users to define and document use cases, scenarios and test scripts• Prepare and execute test plans to ensure solution/design meet business requirements• Create documentation for processes, training and operational support• Conduct technical due diligence for HR/Comp/Ben contracts which involve externally hosted employee data

Greater Atlanta Area

Putting our Salesforce Certification Study Group Students with Small to Mid-size Corporations for affordable Salesforce Implementation, Administration & Development. All work is overseen and reviewed by Salesforce Certified Professionals.Prospective study group students, please visit http://www.ovalisgroup.org/events-1.html for a schedule of active sessions. If there is room, you may join during the course. Also, we will soon be needing volunteer group leaders for ADM201, DEV401, Sales Cloud Certification, and Service Cloud Study Groups. Please contact me through the Ovalis Group site if you are interested in learning more about the 9 week volunteer commitment. All study groups are free and lead by certified salesforce people (volunteers). Study group leaders may add this to their resumes, too!

Atlanta, Ga

Project related to the Service Cloud

Atlanta, Ga

Salesforce Administrator responsible for new implementation which included merging 4 companies into one Salesforce instance. Responsibilities included understanding the business needs from multiple stakeholders, creating workflows, profiles, roles, permissions, groups, integrating Chatter, training newly merged sales teams, integrating marketing, merging data, recommending and creating reports and dashboards.

Kennesaw, Ga

Salesforce Administrator for 130+ global users including sales, marketing, customer service & finance. Heavy concentration on customization, training, reporting & dashboards.

Greater Atlanta Area

• Identify opportunities to drive stronger marketing and sales performance through enhancements to Salesforce.com, integration of new tools, new workflow processes, and creation of reports and dashboards• Provide training for new Salesforce.com users and updates for others per new releases/capabilities• Develop, document, maintain and enforce data processes and procedures designed to improve and maintain a high level of data quality and integrity• Keep up-to-date on technology trends, developments & best practices• Research, compare and enable 3rd party offerings using the AppExchange• Develop and execute multiple Inbound Marketing strategies which have resulted in 400% growth• Understand B2B2C lead management and marketing automation processes using Eloqua

Greater Atlanta Area

• Successfully leverages Solution Selling approach: identify and ask questions to uncover customer problems, help customer “own” problems, define Solution that resolves problems, build business case to validate Solution ROI, and close• Manages cross-functional response teams on critical RFPs: define win strategy, create & defend cost estimates, capture assumptions/conditions, manage legal and financial risks, and draft winning responses• Manage internal website projects: develops concept, defines strategy, writes content, tests usability, oversees creative, manages interaction with IT team• Obtains & analyzes customer feedback to identify commonalities and provide suggestions for improvement• Optimizes website key performance metrics through ongoing data discovery, analysis and reporting • Develops and executes multiple Inbound Marketing strategies which have resulted in measured growth• Develops outbound sales campaigns which have resulted in up to 400% growth

Atlanta, Ga

All Online

Serving on the Steering Committee for the 2009 & 2010 B2B Twitterer of the Year Awards. http://www.b2btoty.com

Atlanta, Ga

Developed process for extracting business intelligence form patents and took it to market. Sold process to a Fortune 50 company.

· Analyzed strategic Internet investments and partnerships for Cox Enterprises resulting in over $1 million in revenue· Identified, evaluated and negotiated strategic partnerships for CIM’s network of 33+ city sites (the CIM network) resulting in over $1.2 million in revenue· Co-managed Product Development Team to ensure successful implementation of new partners

·Reviewed business plans, met with CEO’s, and conducted in-depth interviews to predict the next “Who’s Who in the Internet Industry”·Grossed approximately 60% of Jupiter’s revenue for FY97 and FY98·Re-engineered and oversaw all aspects of Jupiter’s conference business with full P&L, operational, content, marketing & PR responsibilities·Oversaw all product marketing including: copy, artwork, production, direct mail, print ads, web advertising (banners, strategic links), and public relations

Researched, developed and brought to market new products in Finance - mutual funds, offshore funds, cash management

- Launched their Sales & Marketing division in New York City with expansion plans across the east coast.- Established budgets, financial statements, ROI- Direct sales to IP Attorneys involved in corporate litigation

Researched, developed and brought to market new products in Health, Life, Worker's Comp, Technology (it was just getting hot then with Claims Processing and Automation)