Managing CRM Operations

Vision-e is a premier provider of Salesforce.com solutions.Vision-e helps businesses of all sizes and budgets streamline their Salesforce organization and become more productive, efficient and profitable. We are more than just consultants; our company was founded by sales professionals who believe customers come first—no matter what.From one-of-a-kind business productivity applications to customized services from certified Salesforce Administrators, Vision-e drives the ROI… Show more Vision-e is a premier provider of Salesforce.com solutions.Vision-e helps businesses of all sizes and budgets streamline their Salesforce organization and become more productive, efficient and profitable. We are more than just consultants; our company was founded by sales professionals who believe customers come first—no matter what.From one-of-a-kind business productivity applications to customized services from certified Salesforce Administrators, Vision-e drives the ROI customers want and expect from their Salesforce investment.Vision-e… We are Customer Everything.- Oversee all daily operations including but not limited to data analysis & migrations, customize development, Saleforce updates & configuration, mobile development, special projects and client communications- Manage personnel and monitor all projects to ensure expectations and delivering expected requirements- Gather requirements with stakeholders, communicate functionality and objectives with internal departments and conduct demos/proof of concepts- As a Certified Salesforce Developer, create solutions within Salesforce based on requirements using out-of-the-box configurations and customized development. Show less

- Implement CRM solution based on client's in-depth requirements utilizing Salesforce and all its functionalities.- Developed customized solutions for a Real Estate Investment firm in Orlando, FL

- Oversaw all mission critical applications and acted as a lead Business Analyst in a team of seven BAs. Reported directly to the CIO as the BA Manager.- Assigned project management responsibilities for the following business units; CRM, Audit, Tax, Marketing, Finance, Human Resources, Corporate and Business Investigative Services. - Directed all projects, implementations, upgrades, business workflows and processes conducted within the Business Analyst department and enforced policy… Show more - Oversaw all mission critical applications and acted as a lead Business Analyst in a team of seven BAs. Reported directly to the CIO as the BA Manager.- Assigned project management responsibilities for the following business units; CRM, Audit, Tax, Marketing, Finance, Human Resources, Corporate and Business Investigative Services. - Directed all projects, implementations, upgrades, business workflows and processes conducted within the Business Analyst department and enforced policy ensuring compliance and integrity including but not limited to Document Management and Disaster Recovery. - Managed the entire Software Development Lifecycle process within the IT Organization which encompassed five departments ensuring that each budgeted project followed the same guidelines. - Developed workflow processes within the Business Analyst department confirming that all documents provided to the business and vendors were in its standard format and met all criterias.- Managed vendor relationships including but not limited to product/service comparisons, contractual agreements and maintaining ongoing partner relationship. - Established technical and business process templates utilized within all departments which included business cases, RFI/RFP, technical application comparison and pilot surveys. - Worked closely with customers to establish streamlined requirements that were feasible and within scope. Provided detailed documentation for approval and to be used throughout all development processes (development, testing, implementation and training).- Oversaw tier 3 end user support for all assigned applications using the Firm’s ticketing system and provided status updates to Senior Management. - Directed all quality testing scenarios and worked closely with staff in implementing stress testing, performance testing and user acceptance testing.-Presented proof of concepts and demonstrations to C-Level Management including the Firm’s CEO, COO and CFO. Show less

- Implemented and managed the CRM initiative throughout the firm for 650+ users. - Enforced policies and procedures ensuring that all business requirements were met and exceeded objectives.- Promoted the “true” vision of CRM and integration into end-user workflow with Senior Management guidance. - Served as the sole organizer for all internal operations including all business units, support/service centers and Senior Management in order to enhance and incorporate CRM into everyday… Show more - Implemented and managed the CRM initiative throughout the firm for 650+ users. - Enforced policies and procedures ensuring that all business requirements were met and exceeded objectives.- Promoted the “true” vision of CRM and integration into end-user workflow with Senior Management guidance. - Served as the sole organizer for all internal operations including all business units, support/service centers and Senior Management in order to enhance and incorporate CRM into everyday operations. - Analyzed all corporate business practices and implemented a CRM solution for each one, involving most departments within the Firm. - Administered all marketing/mailing processes within the CRM application, to guarantee data integrity both on insert and returns of company contacts. - Developed technical requirements that consisted of testing and migrating to the production environment. Created test cases which were delivered to Quality Assurance for end user testing following requirement guidelines.- Introduced new technology to the existing CRM methodology increasing value across the Firm utilizing Dun & Bradstreet data, USPS address verification, automation to the various mission critical applications and applying dynamic on-line reporting tools. Show less

- Develop business and technical requirements, including project management, database design, implementation and support. - Worked cross-functionally throughout the organization to stay within set parameters of time and budget as well as to establish a stable environment. - Acted as first level support for 260+ end users on several stand alone SalesLogix 6.2 applications. - Managed 254 product sets and 11 unique sales forces across the U.S. within one SalesLogix application… Show more - Develop business and technical requirements, including project management, database design, implementation and support. - Worked cross-functionally throughout the organization to stay within set parameters of time and budget as well as to establish a stable environment. - Acted as first level support for 260+ end users on several stand alone SalesLogix 6.2 applications. - Managed 254 product sets and 11 unique sales forces across the U.S. within one SalesLogix application maintaining integrity and up to date data. - Worked closely with the company’s Marketing department and conducted routine meetings outlining status and scope.- Created and maintained all corporate, sales and ad hoc reports using all versions of Crystal Reports and Crystal Enterprise. - Met client standards by including all “in-the-box” functions, customized procedures written in Crystal and Basic syntax and encompassing Crystal SQL Designer. - Liaised with development team to create database and front end enhancements as well as back end functionality SQL scripts. Responsible for regression, validation and functional testing of all requirements. - Managed all service pack installs and version upgrades. Developed standards and procedures affecting database management, design and maintenance. - Updated all technical and end-user documentation. - Managed 250+ pick lists within the application, product table, synchronization process DB and user security; created complex “data groups” (queries) within SalesLogix for distribution to end users. - Conducted application training as well as focus groups for new ideas. - Managed KnowledgeSync for SalesLogix, an alert application for all technical and business needs. Show less

- Developed and maintained several in-house applications for Customer Service, Human Resources and other internal business units and operations. - Project leader for all actuarial based projects using FoxPro and Access. - Implemented the customized process of reviewing all insurance companies’ operating results on a quarterly basis.- Lead Business Analyst for the Capital Assets Premium Calculator which entailed working closely with business leads and actuaries for requirements and… Show more - Developed and maintained several in-house applications for Customer Service, Human Resources and other internal business units and operations. - Project leader for all actuarial based projects using FoxPro and Access. - Implemented the customized process of reviewing all insurance companies’ operating results on a quarterly basis.- Lead Business Analyst for the Capital Assets Premium Calculator which entailed working closely with business leads and actuaries for requirements and assisted underwriters for support and training.- Worked with Sales and Marketing defining the requirements to create an Access database so the Sales organization can utilize their everyday sales process and status.- Automated loss cost and premium calculations in Excel using VBA enhancing ISO's standard circulars which was then provided to underwriters. Show less