Sr. Solutions Analyst
Current* Utilized Salesforce Service Cloud to streamline customer engagement, manage quotes, and resolve inquiries and played a key role in CRM process mapping for departments like Sales, Estimating, Purchasing, Dispatch and Accounting.* Engineered a system for automated quoting, PO generation, Work order creation and invoicing which aided in expediting repairs and upgrades. Developed workflows for generating certificates validating gas detection services, inspections, and compliance with… Show more * Utilized Salesforce Service Cloud to streamline customer engagement, manage quotes, and resolve inquiries and played a key role in CRM process mapping for departments like Sales, Estimating, Purchasing, Dispatch and Accounting.* Engineered a system for automated quoting, PO generation, Work order creation and invoicing which aided in expediting repairs and upgrades. Developed workflows for generating certificates validating gas detection services, inspections, and compliance with codes. This automated report and certificate generation process via CRM ensures accurate and efficient daily operations and removes the dependency on Excel templates. This further led to a decrease in 30% of manpower spent on manual work. * Oversaw a team of seven international professionals, utilizing digital collaboration tools to enhance operational efficiency, resulting in cost savings for the company.* Developed Business Intelligence (BI) dashboards like Quarterly/Monthly/Weekly Sales Pipeline, Open Opportunities by Location, Open P.O, Open Work Order by Customer etc. using data from Salesforce Service Cloud and gas detection services. I have enabled real-time insights for informed decision-making, enhancing sales trends and service performance visibility. Show less