Peter Katz

Peter Katz Email and Phone Number

Vice President of Sales and Marketing @ TrellisPoint
Cleveland, OH, US
Peter Katz's Location
Greater Cleveland, United States, United States
About Peter Katz

Information technology consultant with deep experience across delivery, pre-sales and sales roles within the mid-market and enterprise IT consulting space. Peter has a Master of Computer and Information Science degree, and he specializes specifically in customer relationship management consulting and technologies for sales, marketing, and service organizations:- Dynamics 365 Sales- Dynamics 365 Customer Service- Dynamics 365 Field Service- Dynamics 365 Customer Insights- Power Platform- Artificial Intelligence (Copilot)- Strategic Growth Consulting- Business Process Engineering- Organizational Change Management

Peter Katz's Current Company Details
TrellisPoint

Trellispoint

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Vice President of Sales and Marketing
Cleveland, OH, US
Website:
trellispoint.com
Employees:
29
Peter Katz Work Experience Details
  • Trellispoint
    Vice President Of Sales And Marketing
    Trellispoint
    Cleveland, Oh, Us
  • Trellispoint
    Vice President Of Sales And Business Development
    Trellispoint Nov 2022 - Present
    Brecksville, Oh, Us
    Engaging with customer-focused organizations and business leaders who look to TrellisPoint for expertise around automation and management of sales, customer service, field service, marketing and other critical business processes.
  • Trellispoint
    Director Of Sales And Marketing
    Trellispoint Jul 2017 - Nov 2022
    Brecksville, Oh, Us
    Engaging with customer-focused organizations and business leaders who look to TrellisPoint for expertise around automation and management of sales, service, marketing and other critical business processes.
  • Cincom Systems
    Senior Account Manager
    Cincom Systems Oct 2016 - Jul 2017
    Riverside, California, Us
    Responsible for direct business development and client relationship management in support of Cincom CPQ, an advanced Configure, Price, Quote solution designed for organizations that need to streamline the sale of configurable products and services.
  • Cincom Systems
    Partner Account Manager
    Cincom Systems Oct 2014 - Sep 2016
    Riverside, California, Us
    Responsible for channel partner development and relationship management in support of Cincom Systems' solutions for Microsoft Dynamics CRM and Dynamics AX
  • Avanade
    Business Solution Architect
    Avanade Feb 2011 - Oct 2014
    Seattle, Washington, Us
    Microsoft Dynamics CRM Pre-Sales Solution Architect responsible for pre-sales requirements gathering, analysis, solutioning, demonstrations and proposal generation.
  • Affiliated Resource Group
    Dynamics Crm Solution Specialist
    Affiliated Resource Group Jun 2007 - Feb 2011
    Dublin, Oh, Us
    Expert IT professional specializing in Microsoft Dynamics CRM and responsible for helping clients develop solutions that increase profitability, create competitive advantage, or address compliance requirements.
  • Paragon Consulting, Inc
    Delivery Manager
    Paragon Consulting, Inc Jan 2007 - Jun 2007
    Cleveland, Ohio, Us
    Responsible for management and delivery of all projects and services offered by firm.
  • Paragon Consulting, Inc
    Practice Manager, Iw Solutions
    Paragon Consulting, Inc Jun 2005 - Jan 2007
    Cleveland, Ohio, Us
    Responsible for developing the firm's Information Worker technology consulting practice. Responsibilities included both business development and technical delivery.
  • Paragon Consulting, Inc
    Systems Consultant
    Paragon Consulting, Inc Jun 1999 - Jun 2005
    Cleveland, Ohio, Us
    Consulting software developer and technical team lead for numerous projects and companies throughout Northeastern Ohio.
  • Alltel Information Systems
    Client Server Developer
    Alltel Information Systems 1997 - 1999
    Little Rock, Ar, Us
    Software developer for numerous projects developed for the telecommunictions industry.
  • Greenleaf Groceries, Inc.
    Owner
    Greenleaf Groceries, Inc. Mar 1992 - Sep 1995
    Owner and General Store Manager of 3,500 square ft. natural foods grocery store with sales of approximately $1.2M and 20 Employees.
  • Magic Mill Natural Foods Market
    Grocery Manager
    Magic Mill Natural Foods Market 1989 - 1992

Peter Katz Skills

Crm Software Project Management Business Analysis Consulting Enterprise Software Project Management Management Business Intelligence Microsoft Crm Training Pre Sales It Strategy Leadership Saas Software Development Business Development Microsoft Dynamics Application Architecture Sharepoint Enterprise Architecture Solution Architecture Business Process Cloud Computing Integration Erp Solution Selling Professional Services Requirements Analysis Microsoft Technologies Customer Relationship Management Sales Business Process Improvement Vendor Management Microsoft Dynamics Crm Analysis Requirements Gathering Software Implementation System Administration Team Leadership Team Building It Management Microsoft Sql Server Enterprise Resource Planning Requirements Workshops Requirement Specifications Proposal Generation Technical Demonstrations Miller Heiman Strategic Selling Miller Heiman Conceptual Selling

Peter Katz Education Details

  • Wisconsin School Of Business
    Wisconsin School Of Business
    & Banking
  • Cleveland State University
    Cleveland State University
    Computer And Information Science
  • Hawken School
    Hawken School
  • Leadership Geauga
    Leadership Geauga

Frequently Asked Questions about Peter Katz

What company does Peter Katz work for?

Peter Katz works for Trellispoint

What is Peter Katz's role at the current company?

Peter Katz's current role is Vice President of Sales and Marketing.

What is Peter Katz's email address?

Peter Katz's email address is ke****@****hoo.com

What is Peter Katz's direct phone number?

Peter Katz's direct phone number is +121625*****

What schools did Peter Katz attend?

Peter Katz attended Wisconsin School Of Business, Cleveland State University, Hawken School, Leadership Geauga.

What skills is Peter Katz known for?

Peter Katz has skills like Crm, Software Project Management, Business Analysis, Consulting, Enterprise Software, Project Management, Management, Business Intelligence, Microsoft Crm, Training, Pre Sales, It Strategy.

Who are Peter Katz's colleagues?

Peter Katz's colleagues are T.s.vinay P, Chris Johnson, Philip Frederick, Seamus Malley, Jazmine Thomas, Samuel Ford, Gabe Falcone.

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