Steve Kagan Email & Phone Number

Vaughan, On, Ca

Mississauga, On

- Main responsibility is to increase utilization of the CRM by the sales reps- Creates Programmed Maintenance opportunity leads for the aftermarket sales reps- Creates expired Full Maintenance/Long Term Rental leads for the new equipment reps.- Create Leads for Units in Operation Campaign- Follow up on all leads to ensure they are updated and high converting- Run the CRM Sales Utilization Contest (in its 3rd year)- Follow up on marketing generated leads- Keep account and contact data records clean by updating- Offer HubSpot support to the Training Division- Work closely with IT support personnel to trouble-shoot application related issues

Vaughan, Ontario

Toronto, Canada Area

- Assist VP of Marketing in executing marketing concepts and activities; write content (including social posts) and coordinate graphic design operations for various types of media (e-flyers, flyers, brochures, PowerPoint presentations, banners, posters, press releases, etc.).- Maintain and update the Customer Relationship Management database and develop reports when required.- Coordinate and facilitate training of the CRM system for Territory Managers when required.- Monitor and maintain collateral inventory and replenishment activities.- Coordinate logistics and preparation of trade shows.- Support sales force with presentations and collateral requirements. - Prepare and execute tasks related to mailing campaigns (i.e. prepare lists, collect and prepare collateral material).- Monitor and maintain association memberships, directory listings and various yearly activities.- Work on special projects as they arise and as directed.

- Responsible for preparing the yearly Marketing Budget and then to execute the plan. Keep track of expenditures and invoices for real-time reporting to Finance and Management.- Conceptualized, co-wrote, and delivered (with the help of a 3rd party vendor) a new company website. Perform daily updates to the site using LEAP5 technology, and am solely responsible for adding new content to improve our SEO position. Analyze and report on our online position at quarterly meetings.- Initiated and lead the project to design and debut a new tradeshow booth. Responsibilities included: negotiating and approving budget, graphics approval, and to oversee logistics. - Lead weekly online meeting with my counterpart in our India location with accountability to make sure the sales pipeline is updated, growing, and our India sales staff are supported with marketing materials.- Contributed to overseas agent base sales efforts by developing and delivering marketing materials for their country and market which help them to close sales opportunities.- Developed and implemented the creation and completion of commercialization packages (which include a video, innovation brief, web newsletter, and spec sheet) for Sales arming them with materials to close potential deals. - Managing the lead process updating Microsoft Dynamics AX (CRM) and providing updates via Marketing Dashboard to the President on a weekly basis - Responsible for designing and executing online marketing initiatives including e-mail newsletter blasts, banner ads, and print for the sole purpose of lead generation. - Grew a public relations network by creating new actionable content allowing Samco to be published on a monthly basis on websites and in publications and be recognized as an industry leader.- Key member of the Samco Joint Health and Safety Committee where company safety policies are constructed and maintained through monthly review. As required by all members, I have my First Aid and CPR certification.

Markham, Ontario

- Participated in the evaluation of marketing activities working with external agencies to coordinate the execution of the item from concept to finished product. - Assisted with project management for POS materials and consumer programs, including execution, approval process, tracking, product profiles, reporting, fulfillment and database management.- Managed information and approval workflow – obtained quotes, negotiated and worked with external suppliers, issued P.O.’s, and maintained vendor file system. Provided communication to sales force regarding marketing programs, results, news as requested. - Assisted and liaised with internal and external teams for package design artwork projects.- Supported OTC department with monthly reports: sales by SKU, sample usage reports, coupon redemption, PR tracking and print materials.- Maintained OTC sample supplies in the storage room

- Managing Contact Lens, Lens Care, and Pharma co-op programs by logging incoming claims and tracking expenditure based on accrued budgets.- Validate and track expenditures by account and by program through monthly reviews with Sales and Marketing.- Collaborated with IT to implement a paperless Lens Care division and Pharma division co-op process, minimizing steps, and increasing the speed of claim processing. - Assisted in the creation and purchase of a new trade show booth with input on design and graphics.- Ensuring smooth execution of B&L presence at all major Canadian trade shows. Responsibilities include managing logistics, planning, execution, and tear-down. - Created a literature on-line ordering system for specific use of Vision Care and Pharma Territory Managers, customer service reps, and administrative staff.- Managing internal CRM logistics to enable timely systems operation for field sales force as required and developed on-boarding pathway for new Territory Managers.- Assist Vision Care sales force with weekly, monthly and quarterly reports utilizing EPM Cognos. - Maintain Bausch & Lomb retail database of products on GS1/ECC Net. - Maintain marketing image database ensuring all new skus have been photographed for marketing and planogram use.

- Prepared and arranged distribution of direct mail pieces, procured lists and monitored and analyzed results of campaigns. - Worked closely with the company president with preparation of visual materials for corporate presentations.- Provided inside sales support, looked after specific accounts and prepared job quotations for both my own accounts and other colleagues’ accounts.- Responsible for event planning and trade shows including the design, construction, and co - ordination of trade show booths and marketing materials. - Wrote and produced content for the company's corporate website www.icpinc.com and micro-sites: www.heelboy.net and www.documentcase.com. - Wrote and designed the quarterly company newsletter using QuarkXPress and coordinating its distribution.

A list brokerage firm in the direct marketing industry); Prepared and coordinated client direct mail campaigns. Prepared cost estimate spreadsheets for clients. Employed database to research and offer written list recommendations.

Graduate Certificate Of Journalism, Print And Video Journalism

Activities and Societies: * Editor in Chief of "Spectrum" Magazine, a Humber College project publication * Editorial and Sports columnist.

Bachelor Of Arts, History

Activities and Societies: Reporter for the Campus Newspaper