Richard Potter

Richard Potter Email and Phone Number

Salesforce Practice Director | Enterprise Architect | CRM & AI Product Manager | Revenue Strategy & Digital Transformation Expert @ Agilidi
Richard Potter's Location
San Francisco, California, United States, United States
About Richard Potter

Versatile technology executive with over 15 years of experience driving business transformation through Salesforce implementations, AI integration, and strategic operational improvements. I excel in roles spanning enterprise architecture, product management, customer success, and go-to-market strategy. My expertise lies in bridging complex technical solutions with tangible business outcomes, leading digital transformation initiatives, and optimizing revenue operations.Key Highlights:- Led Salesforce practice delivering 200%+ increases in sales efficiency for clients- Pioneered AI-assisted modules for performance-based contract management, resulting in 30% improvement in KPI attainment- Designed and implemented CRM solutions that enabled organizations to triple sales volumes without adding staff- Expertise in SaaS solution selling, closing deals across industries- Co-founded a SaaS startup focused on AI-driven contract management and analyticsMy approach combines deep technical knowledge with a keen understanding of business processes, allowing me to:- Optimize operations and drive revenue growth- Enhance customer experiences and reduce churn- Implement data-driven decision-making processes- Lead cross-functional teams to deliver innovative solutionsWhether architecting enterprise-wide Salesforce implementations, developing AI-enhanced CRM strategies, or transforming business operations, I'm passionate about leveraging technology to create measurable business impact.Specialties: Salesforce, CRM Strategy, AI Integration, Revenue Operations, Business Process Optimization, Solution Selling, Cross-Functional Leadership

Richard Potter's Current Company Details
Agilidi

Agilidi

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Salesforce Practice Director | Enterprise Architect | CRM & AI Product Manager | Revenue Strategy & Digital Transformation Expert
Richard Potter Work Experience Details
  • Agilidi
    Director - Salesforce Practice
    Agilidi Oct 2020 - Present
    Miami, Fl, Us
    Lead and grow Agilidi's Salesforce practice, driving strategic direction and business development• Collaborate with Salesforce AEs to close deals and deliver innovative solutions across hundreds of clients• Designed systems that allowed clients to triple sales and service volumes without adding staff• Pioneered integration of AI technologies into Salesforce implementations, setting new standards in the industry• Oversee all aspects of practice operations, including resource management, financial performance, and talent development• Regularly present at industry conferences and Salesforce events, establishing Agilidi as a thought leader in the Salesforce ecosystem
  • Agilidi
    Associate Director - Salesforce Practice
    Agilidi Sep 2018 - Oct 2020
    Miami, Fl, Us
    Managed multiple project teams, overseeing delivery of Salesforce solutions across the practice• Developed standardized methodologies and toolkits to improve project efficiency and quality• Played key role in practice growth, contributing to year-over-year increase in revenue• Established strategic partnerships with Salesforce and other technology vendors• Led initiatives to expand service offerings, including Digital Engagement and CPQ
  • Agilidi
    Solution Architect
    Agilidi Nov 2016 - Sep 2018
    Miami, Fl, Us
    Architected comprehensive Salesforce solutions for large-scale, multi-cloud implementations• Led discovery workshops with C-level executives to align Salesforce solutions with business objectives• Developed and presented technical design documents and roadmaps to stakeholders• Oversaw quality assurance processes and ensured best practices in all implementations
  • Agilidi
    Senior Salesforce Consultant
    Agilidi Oct 2014 - Nov 2016
    Miami, Fl, Us
    Led complex Salesforce implementations for enterprise clients• Designed and implemented advanced Salesforce features including process automation, custom apps, and integrations• Mentored junior consultants and conducted internal training sessions• Contributed to pre-sales activities, including solution design and proposal development• Achieved consistently high client satisfaction ratings, resulting in multiple project expansions
  • Agilidi
    Salesforce Consultant
    Agilidi Oct 2012 - Oct 2014
    Miami, Fl, Us
    Implemented Salesforce solutions for clients across diverse industries• Collaborated with client stakeholders to gather requirements and design custom solutions• Developed custom Apex code, Visualforce pages, and Lightning components• Assisted in data migration and integration projects• Provided user training and support for new Salesforce implementations
  • Action360.Ai
    Product Manager
    Action360.Ai Oct 2020 - Feb 2024
    Boynton Beach, Florida, Us
    • Led product strategy and development for an innovative performance-based contract management solution tailored for enterprise outsource services companies in healthcare, hospitality, education, and defense sectors.• Spearheaded the design and implementation of the IQ Suite, a cutting-edge set of AI-assisted modules that revolutionized contract management and operational efficiency: - Developed KPI target optimization algorithms, improving client performance metrics by an average of 25% - Created an AI-driven contract generation system, reducing contract creation time by 60% - Implemented real-time alerting and corrective action plan generation, decreasing response time to performance issues by 40% - Designed predictive analytics and revenue forecasting modules, enhancing financial planning accuracy by 30% - Integrated natural-language query capabilities, improving user adoption rates by 50%• Orchestrated the development of a specialized defect tracking and alerting system for a leading manufacturer of baseball pitch analytics equipment, resulting in a 35% reduction in product defects and a 20% increase in customer satisfaction.• Collaborated with cross-functional teams including engineering, data science, and UX/UI to ensure seamless integration of features and timely product delivery.• Conducted extensive market research and gathered user feedback to continuously refine the product roadmap and maintain competitive advantage in the contract management software market.• Presented product demos and use cases to potential clients, contributing to a 200% year-over-year growth in user acquisition.
  • Honeywell
    Senior Sales Analyst
    Honeywell Nov 2010 - Aug 2012
    Charlotte, North Carolina, Us
    Designed and implemented Salesforce.com for the Sales, Sales Operations, Marketing, Service, Clinical, and Executive teams at the leading remote patient telemonitoring (telehealth) equipment and services provider.

Richard Potter Skills

Salesforce.com Lead Generation Sales Cloud Computing Management Crm Marketing Automation Leadership Saas Sales Operations Salesforce.com Certified Sales Cloud Consultant Marketing Business Development Strategy New Business Development Salesforce.com Certified Administrator Sales Management Customer Service Professional Services Strategic Planning Start Ups Customer Relationship Management Account Management Enterprise Software Sales Process Contract Negotiation Product Management Customer Retention Integration Strategic Partnerships Selling Marketing Strategy B2b Direct Sales Online Marketing Cold Calling Demand Generation Cross Functional Team Leadership Project Management Software As A Service Product Launch Solution Selling Sales Presentations Competitive Analysis Product Marketing Program Management

Richard Potter Education Details

  • University Of Virginia
    University Of Virginia
    Psychology
  • Phillips Exeter Academy
    Phillips Exeter Academy

Frequently Asked Questions about Richard Potter

What company does Richard Potter work for?

Richard Potter works for Agilidi

What is Richard Potter's role at the current company?

Richard Potter's current role is Salesforce Practice Director | Enterprise Architect | CRM & AI Product Manager | Revenue Strategy & Digital Transformation Expert.

What is Richard Potter's email address?

Richard Potter's email address is ri****@****ter.com

What is Richard Potter's direct phone number?

Richard Potter's direct phone number is +195460*****

What schools did Richard Potter attend?

Richard Potter attended University Of Virginia, Phillips Exeter Academy.

What are some of Richard Potter's interests?

Richard Potter has interest in Instrument Rated Pilot, Multi Engine, Commercial.

What skills is Richard Potter known for?

Richard Potter has skills like Salesforce.com, Lead Generation, Sales, Cloud Computing, Management, Crm, Marketing Automation, Leadership, Saas, Sales Operations, Salesforce.com Certified Sales Cloud Consultant, Marketing.

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