Savi Kaur Email & Phone Number

Tarneit, Vic, Au

Australia

Melbourne, Victoria, Australia

Melbourne, Australia

Icon Global Link provides solutions for integrated risk planning, document management and distribution, compliance implementation, monitoring, data capture and reporting. REFSS works closely with the Australian independent retail grocery industry such as IGA, Foodworks & Tasmanian Independent Retailers to deliver Food and Safety Compliance and continues to support them to manage risk and strengthen compliance with COVID-19 regulations.I do fulfil all the responsibilities of a Salesforce Administrator; however, the scope of my role has increased in the following ways-Sales Cloud:Streamlined and Implemented new sales processes when joined IGL. Take pride in managing and improvising our sales support processes as an ongoing project.Service Cloud:Implemented Service Cloud independently in 2020 to bring sales and support under one CRM platform - Salesforce.Knowledge Base:Working on implementing Knowledge Base in Salesforce with the goal of helping our Refss support team to achieve their goals and provide a better user experience for our customers by creating a self-serve online help platform.CTI Implementation:Integrating support phone lines with Salesforce. I am very excited about my new project – CTI in Salesforce.Database Management:Manage and maintain Marketing and Client database in Salesforce.Email Marketing Campaigns:Design and carry out Email campaigns in Salesforce. Followed by the Campaign Reporting & Analysis.Data Analysis and Reporting:Create and manage reports and dashboards in salesforce and in MS Excel. Sales Reports, Financial Reports, Trend Analysis.Xero:Carry out monthly invoicing in Xero using Salesforce reports.Support:Onboarding New clientsProvide email and Phone support to our clients.Created processes to manage customer requests through Service Cloud in Salesforce.Training New Staff

Gurgaon, India

During the 7 years spent at Cvent I witnessed the company grow from 400 to a 1900 people strong organization, spread across globally, with the key presence built in India.● As an AM, I coach, mentor, provide feedback and improve the skill set and overall productivity of the team of 3+ analysts to deliver accurate sales analysis & reporting.● Single point of contact between sales team (across globe) & India Sales support team ensuring smooth communication flow of requirements. Provide ongoing sales support to the team.● Initiate weekly connects with enthusiastic Sales team and Sales Management operating from different geographical location, like Virginia (USA), London, Australia and India, to understand and gather their requirements & create appropriate reports & dashboards to enable sales.● Provide constant and real time business intelligence to Sales Management on the globe; by creating Sales Performance reports after every month close.● Interpreting and analyzing the sales reports created by team and present the trend to the Sales and Senior Management, help them to take strategic decisions.● Actively participate in the acquisitions made by organization. Analyze their client database and drive discussions with Senior Management on strategies to integrate their clients to our current CRM system. Furthermore, move and manage the acquired client database to Salesforce by working relentlessly with Salesforce developers and Senior Management.Produce detailed monthly analysis on the progress by capturing the trend.● Produce customized and strategic reports to support Sales Forecast/Budget.● Conduct formal annual reviews for all direct reports to ensure necessary goals are being metto advance within their role/career.● Facilitate on-boarding and training for new associates.

Gurgaon, India

Working closely with Salesforce Developer and the Sales and Marketing teams, Administering the Sales pipeline through Opportunity management and creating reports and Dashboards.● Producing Customized and Strategic Reports by exporting data/custom reports fromSalesforce(SFDC).● Working with Senior Management in drafting and running Sales team’s annual sales quotas basis historical trends and Renewal rates.● Preparing Commissions data every quarter to roll out the commissions to the sales team, it also includes Cancellation analysis.● Managing Sales territories and aligned new territories in salesforce (SFDC). Implemented theterritory changes on the client database in Salesforce, aligning the future business and prospecting funnel accordingly with effect to territory.● Funnel Management for Sales Team. Guided Sales team in managing their funnel in CRM and generate Sales reports from the database to manage their daily activity.● Produce Strategic reports for Marketing team, these reports help them to make important business decisions to drive future Marketing campaigns, by doing detailed analysis on business generation by marketing campaigns.● Conducting quantitative analysis including ROI (Return on Investment) trending for all majorclients.● Produced Renewal rate analysis for all product lines and teams.● Creating a comprehended process to capture the detailed information on the clients we are losing, capturing the reason of the loss. And then initiated the loss to competitor analysis.● Taking initiative in creating performance report cards of Sales team, this helped Senior Management to measure their team performance.● Meeting with department heads from time to time to get their feedback and check reporting requirements.● Providing constant and real time business intelligence to Sales Management by timely summarizing and detailed analysis of Sales data.● Prepare Ad-Hoc requests quickly and independently but also be able to prioritize these requests.

Gurgaon, India

● Implementing the Sales contracts/deals brought in by the Sales team. We update our CRM tool(Salesforce) with the client contractual information on the daily basis. It is a complete cycle of converting leads into contacts, followed by creating opportunities in SFDC & follow up tasks for the sales team; furthermore assigning the appropriate sales rep to the client account responsible for renewing the client.● Maintaining Client database in CRM tool (Salesforce.com).● Creating Workflows and Validation Rules for Email Alerts, automate tasks, field updates to help improve data quality by preventing users from saving incorrect data.● Working extensively on demand tools/Apex data loader for various types of uploads and keeping the database up to date.● Managing the lead flow from Marketing to Sales.● Responding to ad-hoc requests from senior management in a timely manner with a high level of accuracy.● User Administration in Salesforce.● Working on various standards or on demand Sales reports and dashboards needed by Sales or Sales Management, drawing custom reports from Salesforce.

Cvent

As a Sr. Associate, Sales Operations, I work on the prospect/marketing database. Cvent conduct online demos and product seminars to educate the Event Planners on the best practices in Meetings & Event Industry. ● Managing the customer responses on the various marketing campaigns. It included appropriatetask creation for the sales team to follow up with the warm leads.● Monitor public mailboxes to ensure important communications are directed to the correct territoryowner.● Lead creation in salesforce.● Tasks creations for the sales team to manage the prospects and convert them to client.● Monitoring public mailboxes & create tasks for valid communications coming to the mailbox in CRM.● CRM maintenance - deletion of obsolete tasks, leads, accounts etc.● Processing and conversion of raw marketing data as effective Sales/Business intelligence.

Gurgaon, India

Bachelor Of Technology (B.Tech.), Bio-Technology, Honors

Activities and Societies: • Won second prize in fashion event called Resurgence, the annual cultural fest organized in collaboration.

Higher Secondary, Science

- Worked as Senior Prefect in school as per leadership quality demonstrated. - Rewarded with Golden Badges for excellent performance.