Certified Salesforce.com Consultant, Strategist & Change Management Professional with over 15 years of experience with CRMs & Salesforce.com, analytics, marketing and business development. Proven ability to advise clients on pre-purchase, implementation, maintaining and expanding Salesforce.com installations. Combined sales and marketing experience (since 2002) allows for selective customization of improvement processes with end-user optimization for increased adoption. Directing the C-Suite, key stakeholders, business users and business segment champions has provided opportunities that foster powerful solutions and strategies for growth while improving customer relationships and internal operations.• CRM Design, Implementation & Life-Cycle Consulting• CRM to Salesforce.com data cleansing & migration consulting• Customized development of data capture methods and automated workflows • Standard & Customized training for the Trainer and End-Users• Sales automation and Lead generation strategies • Manual & Automated Email marketing campaigns, A/B Marketing • Lead capture and routing• Improved communication and collaboration through Chatter• Reduction of data bottlenecks between Sales and Service/Operations • Instituting industry best practices or improving current practices of the CRMClient Verticals include:• Healthcare & Life Sciences• Financial & Insurance Services• Information Technology• Manufacturing• Media & Communications• Non-Profit & GovernmentExperience with:• Salesforce.com Sales Cloud, Data.com• Salesforce.com Service Cloud & Live Agent Console• Lightning & Classic• Salesforce Mobile App• Salesforce Force.com Platform

Founded Cloud113 as a Register Partner with Salesforce.com.

• Led the Transition & Migration Team for the SFDC Application of former Valspar Wood Coatings division• Coordinated with the current Axalta SFDC CoE Team to implement governance & best practices for the new Wood Team• Structured the event into 3 distinct migrations to coordinate with Oracle to SAP transition• Integration of Salesforce to SAP to Salesforce with Informatica & Talend• Developed infrastructure for the new team’s immediate success in addition to structured support and training• Assisted current Axalta team for best practices with international Governance & SOX compliance

Service Contracts / Customer Hierarchy and Custom Relationships • Led the Solution design team with stakeholder and sign-off meetings while presenting all solution Documentation• Led planning strategies for the development to process thousands of yearly Service Contracts and renewals• Re-designed current custom Asset functionality to work with Hardware and Software renewal sales• Designed solution to integrate with Oracle CPQ via web service calls that sync back to the Opportunity• Designed multiple best-practice processes for Renewal Opportunities created manually & automatically• Designed unique Visualforce solutions to mass create Renewal Opportunities using the Reporting REST API• Creatively incorporated the Reporting REST API in the design for the mass creation of Renewal Notices• Produced complete documentation including ERD, Visualforce Pages, Visualforce Email Templates and process flows• Analyzed current Accounts and relationship hierarchy including Partners, GPO’s, GSA’s, and Customer account types• Designed custom solution for non-standard relationships within Salesforce that integrates with PeopleSoft

Return Materials Authorization / Sales Return Authorization • Gathered and developed user requirements to lift and move the RMA / SRA process from PeopleSoft CRM to SFDC• Designed solution with specifications to integrate with Oracle CPQ quoting engine• Worked closely with the stakeholders including IT, Customer Service & Sales Operations Departments• Designed complex flowcharts, approval processes, custom objects, Visualforce and APEX customizations• Created and presented Process Design Documentation to all stakeholders for design sign-off• Worked directly with Blackboard’s off-shore SFDC advanced developers to coordinate the build to specification

• Led SFDC configuration team for Service Cloud to replace their 20 yr+ customer service & baggage systems• Worked closely with the stakeholders including IT, Customer Service & Baggage Departments• Configured standard Service Cloud with very custom business processes• Worked closely with business users to design and create Omni-Channel routing highly effective service teams• Designed and created a custom “compensation” app that created passenger remuneration that integrated with external systems which included monetary vouchers, gift baskets, Visa gift cards and other forms service recovery• API work with external systems included SOA services, custom ETL and Kana email• Assisted Developers with design of custom Lightning based user interfaces in classic view• Designed and built multiple complex Approval Processes for compensation with heavy use of Custom Settings• Live Agent setup and training

Custom CPQ Application designed within Salesforce.com• Assisted in Configure-Price-Quote comparison and demonstrations of Apttus, Steelbrick CPQ & Custom Design• Advised stakeholders and SFDC Committee of best practices for CPQ process• Led the implementation of a custom CPQ application designed on top of the Sales Cloud• Developed and built custom quoting & contracting application connected to Opportunities with functionality far beyond standard SFDC contract and quote objects• Created complex approval processes across multiple divisions to achieve a smoother and faster production of signed agreements• Designed custom home pages, dashboards and reports to monitor contracting throughput and time to sign• Designed integration with Oracle SOA & J.D. Edwards external systems to complete Quote-to-Cash design• Led monthly meetings with COO, CFO, Sales, IT and Finance stakeholder

• Report directly to the VP of Residential Sales supporting over 4500 SFDC users• Directly responsible for all 16 Regional Markets & Admins across the United States• Responsibility for regular reporting and updates to Senior Leadership• Overall responsibility and oversight of our Vendor Partner: Acumen Solutions• Direct responsibility and oversight of the custom Direct Sales Mobile App• Redesigned lengthy Excel Spreadsheets into actionable Analytics for performance auditing

One of three team members responsible for supporting over 1200 SFDC users across 12 national markets. Directly responsible for the NE Ohio Media Group (Cleveland.com) & NJ Advance Media (NJ.com) Salesforce instances• Completed 4 month Salesforce merger project between The Star Ledger and NJ.com where the merger created New Jersey Advance Media (http://www.njadvancemedia.com/)• Coordinating the Change Management Committee with local Admins, developing best practices nationally Streamlined the user activation / de-activation process from 10 minutes per request to a single button click Improved data visibility with custom Visualforce pages to provide a heads up display; faster access to data• Created custom functionality to decrease data entry; improving speed of client touches & response times• Re-designed a post-sale fulfillment process for orders within Salesforce.com; increasing data awareness with visual display• Responsible for supporting Chatter / Salesforce1 Mobile rollout, training and best practices

Responsible for supporting all global SFDC users and the business segment Admins (Channel Admins.) Coordinated closely with Channel Admins in development of analytics and dashboards for Management and Senior Leadership• Developed and managed the SFDC change control process utilizing Agile/Scrum project management methodologies• Introduced, setup and implemented the SFDC Partner Portal for external sales & lead generation partners• Managing and coordinating the Dell/Boomi SAP to Salesforce.com implementation• Sourced vendor for integration of Microsoft SharePoint and Salesforce backup and documentation mirror• Conducted regular and irregular bulk data imports using Dataloader API, Jitterbit Dataloader, and Dataloader I/O• Analyzed and improved business process, approvals, workflows within the sales, operations, marketing and customer management departments• Responsible for planning and managing the 2013 MEI Salesforce.com budget• Began conducting user-security audits to determine proper hierarchy role, user security and data visibility

Targeted mid-Atlantic territory focused on growth within Hospitals and Medical Centers. Key clients include University of Pittsburgh Medical Center, Duke University Medical Center, Johns Hopkins Hospitals, Cedars Sinai Medical Center, ARAMARK, Compass, Sodexo, and Tenet Healthcare. • Coordinated and communicated each project with C-Suite, Directors, Nurse Managers and Medical Staff to ensure timely project completion and client satisfaction.• Assisted in migration from MS Access to ACT! then to Salesforce.com inside of 3 years• Coordinated with administration, operations and sales teams to create internal process improvements • Improved cash flow with a decreased service-invoice-pay cycle using Visualforce for expedited information• Developed strategic data reporting and dashboards for administration, operations, sales and Board of Directors• Responsible for company data management, integrity and security

Grew territory to one of the company’s top four sales districts. Worked in a consultative sales mode to access client needs, recommend strategic office setup and provide customized solutions and in-service training. Reported directly to President and VP.• Sold and in-serviced Colposcopes, Bone Densitometers, Fetal Dopplers, EKG’s and various other medical devices

• Developed large opportunity to work with a major pharmaceutical manufacturer• Completed an extensive relationship sales training course