Ryan Olbin Email & Phone Number

Developed customized Salesforce dashboards to show account managers, sales managers, and senior leadership accurate sales pipeline information. Developed customized Salesforce Flows to avoid redundancy, automate processes, and create warnings that help users remember critical details in unique situations. Presented and collaborated with multiple teams, departments, managers, and senior leadership both in person and virtually. Conducted Salesforce new hire training with a clear path for our users to get off to a great start. Created custom formula fields that flow from object to object for easier access to information with less clicks. Connected and integrated several other applications with Salesforce such as Hubspot, Apsona, and Scan to Salesforce.Created custom Salesforce/Formstack documents that map fields to the forms. Handle data imports and exports regarding account/territory management, pricing changes, and overall data integrity. Serve as a resource to users and managers and troubleshoot any issues that may arise. Segment list views for users to access specific account, equipment, and deal information on both desktop and mobile Salesforce platforms. Conduct user management, permission sets, and role hierarchies. Identify ways and implement changes to drive user adoption. Continuously look for new ways to improve, learning new technology and information along the way.

Listed skills include Management, Team Leadership, Customer Service, Telecommunications, and 14 others.

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  Indiana University—Purdue University Fort Wayne

  Economics