Perri Lavergne Email & Phone Number

Ottawa, ON, CA

Ottawa, Ontario, Canada

Ottawa, Canada Area

Membership retention, Sales ( memberships, advertising inventory and hosted event sponsorship's) and training.

Optimized and Enhanced the use of SalesForce.com CRM within the Global Sales TeamDesigned individual reports for the CEO, COO and Global VP's of Sales. Provided ongoing CRM training to new and existing Sales Team membersMonitored the sales pipeline for accuracy on a weekly basis and followed up with the Sales and Executives TeamsWorked closely with the.

• Optimized and Enhanced the use of SalesForce.com CRM within the Sales, Marketing and Professional Services Teams by implementing the Forecasting tool, automating Lead scoring, tracking outgoing contracts and.
• Monitored the sales pipeline for accuracy on a weekly basis and followed up with the Sales Directors
• Qualified incoming leads prior to assigning to territory Sales Director, nurtured future prospects
• Improved internal processes to support the Sales function, specifically to expedite proposals within 2-3 days a decrease of 150%
• Prepared proposals for RFP requests and pricing quotes for RFI’s and coordinated delivery to the potential client
• Provided input to various enterprise pricing models

• Implemented rules and definitions for lead scoring in SalesForce.com to streamline prospects.
• Provided timely and accurate quotes by creating a new template with dropdown menus and auto calculate fields.
• Supported the Finance team by explaining the credit terms to clients resulting in fewer customer credit issues.
• Produced sales related reports for Sales management; tracking sales performance against pre-determined objectives, analyzing results and identify trends and issues.

Coordinated and launched new programs within the National Capital areaProvided support and guidance to tenant organizations by providing education and planning sessions.Prepared and presented presentations to Executive Committees Monitored allocated budget expenditures for special projects as assignedWorked closely with internal Marketing and Communication.

Controlled, monitored, and reported on the Branch budget for salaries, operating and maintenance expenditures and ensured the proper processing of related documentation. Monitored the processing, completion and submission of daily, weekly, monthly and quarterly financial reports for 32 branches within Ontario North and East Division.Identified marketing.

Education record

Customer Service, Marketing Skills, Personal Credit, Effective Supervision

Investment Funds Canada -Certificate