Travis Tucker Email and Phone Number
Travis Tucker personal email
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Experienced and dedicated 7X certified Salesforce Functional Consultant with over six years of successful project implementation and support engagements. Passionate about helping clients achieve their business goals through standard and tailored Salesforce solutions, including integration with ERP systems. Skilled in understanding client needs, designing effective solutions, and ensuring smooth implementation. Known for clear communication and building strong client relationships.
Kliqxe
View- Website:
- kliqxe.com
- Employees:
- 69
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KliqxeHouston, Tx, Us -
Senior Salesforce Functional ConsultantKliqxe Jan 2018 - PresentKuala Lumpur, My -
Senior Salesforce Functional ConsultantKliqxe Jan 2024 - Jun 2024Kuala Lumpur, MyHäfele (Sales Cloud Greenfield)- Played a key role as a functional consultant in a in-person workshop gathering and rationalizing business requirements, leading to a comprehensive solution design.- Leveraged Miro Board for solution design and business collaboration, enhancing communication and project clarity.- Developed robust solutions using standard and custom objects and fields, incorporating the latest Lightning Page functionalities (Dynamic Forms, Dynamic Related List, Dynamic Buttons) to improve user experience and maintain optimal system performance.- Integrated parts of the business’s SAP Enterprise Structure, effectively managing user access to data and facilitating the addition of products to opportunities in Salesforce.- Guided a junior consultant in designing and building Lead, Account, and Contact standard objects, ensuring high-quality output and professional growth.- Created Flows, Validation Rules, Lead Assignment Rules, Case Assignment Rules, Role Hierarchy, and Sales Territory Hierarchy to meet business requirements, increase user adoption and experience, and ensure data integrity.- Leveraged Declarative Lookup Rollup Summaries (DLRS) to aggregate values to parent objects, supporting the company’s sales process and enhancing data insights.- Collaborated with developers to create a streamlined solution for adding products and checking ATP and pricing from SAP via Lightning Web Components, accessible on both laptop and mobile app for Opportunities and Quotes.- Worked with the integration team and client to map objects needed for SAP integration using Overcast, providing key information in Salesforce to support the sales process.- Assisted with SIT and UAT, ensuring solution quality and performance.- Built global reports and dashboards, enabling enhanced data analysis and informed decision-making.- Supported on-site training sessions in multiple cities in Australia, ensuring smooth adoption and maximizing user competency. -
Senior Salesforce Functional ConsultantKliqxe Jan 2019 - May 2024Kuala Lumpur, MyWeir Minerals (Project & Support Work)Performed in a Functional Lead role overseeing a six-month implementation project, led post-go live support and system enhancements for over 1,000 users across all global regions using an internal Ideas process. Worked closely with a company representative and collaborated with a team in gathering requirements, designing, building, documenting, and testing solutions. Built solutions through configuring, developing, and integrating Salesforce to SAP ERP. Managed and performed data migration activities using Data Loader from an external source from all six global regions. Supported training sessions (train the trainer) onsite for superusers as regions went live in the Netherlands, Scotland, and Turkey, and was Lead Trainer in Canada for North America go-live.Performed and oversaw the configuration, development, and maintenance of the Salesforce platform which included the following:1. Objects and Fields2. Junction Objects3. Record Types4. Security related tools like Organisational Wide Defaults, Profiles, Sharing Rules, Teams (Account Team, Opportunity Team, etc.) Role Hierarchy, and Enterprise Territory Management for 1,000 plus users5. Validation Rules spanning across multiple standard and custom Objects6. Automation Tools (Workflows, Process Builder, Flows, and APEX code)7. Integration to SAP ERP system8. Translated customised functionalities9. Reports, Dashboards, Dynamic Dashboards (Opportunity Pipeline, Sales Manager, Sales Person, User Adoption, Territory Management, Data Completeness, etc.)10. Advanced Currency Management for 67 currencies11. Researched, installed, and assigned apps from AppExchange12. Maintained user accounts through activities like creating, deactivating, and transferring records13. Set up Leads and Lead queues for each global region and brand14. Successfully built out Quoting and related business process directly in Salesforce for Europe -
Salesforce ConsultantKliqxe Feb 2021 - Jan 2024Kuala Lumpur, MyRWC1. Reduced the approval process for two business processes from 50+ to 152. Moved the business from an inefficient custom quoting process to the standard quoting process3. Worked closely with a developer to enhance the user experience when quoting4. Gathered requirements to enhance business processes through automation using Flow5. Worked closely with an integration specialist to extend SAP integration of Accounts, Products, FOCs, and Orders to multiple countries6. Created training material and documentation7. Troubleshot any issues8. Adjusted profiles and roles9. Created and deactivated user accounts -
Senior Salesforce Funcational ConsultantKliqxe Jan 2023 - Aug 2023Kuala Lumpur, MyBathroom Brands- Led multiple remote workshops, gathering and rationalizing business requirements for a UK company, resulting in a comprehensive and tailored solution design.- Utilized Miro board to design solutions and facilitate collaboration with the business, enhancing project transparency and stakeholder engagement.- Built robust solutions using standard and custom objects and fields, maintaining system functionality and enhancing user satisfaction.- Implemented Sales Agreements, enabling accurate demand forecasting for products related to Projects over a set period of time, increasing planning efficiency.- Created Flows, Validation Rules, Record Types, Quote Approval Process, and Role Hierarchy, improving data quality, user experience, and compliance with business requirements.- Leveraged Declarative Lookup Rollup Summaries (DLRS) installed app to rollup values to parent objects, supporting the sales process and enhancing data visibility.- Collaborated with a developer to build a product selection tool based on characteristics, increasing efficiency for users to find and add products to Opportunities and Quotes.- Worked with the integration team and client to field map objects for SAGE and PIM integration, streamlining processes using Dell Boomi as middleware.- Authored and executed SIT and UAT scripts, ensuring solution reliability and performance- Created training material for key end users, facilitating smooth adoption and maximizing user proficiency. -
Salesforce ConsultantKliqxe Jul 2022 - Jan 2023Kuala Lumpur, MyBlueScope -
Salesforce ConsultantKliqxe Sep 2022 - Oct 2022Kuala Lumpur, MyAnglo American1. Setup the data model for custom objects2. Created custom fields to meet the business requirements3. Setup Lightning pages for all standard and custom objects4. Worked closely with Salesforce developer to develop solutions5. Loaded data in Sandbox for users to test the current design -
Salesforce ConsultantKliqxe Feb 2022 - May 2022Kuala Lumpur, MyBrompton 1. Implemented a complex approval process for Accounts and Retail Stores2. Built out flows to support the complex approval process3. Loaded data using dataloader -
Salesforce ConsultantKliqxe Jan 2018 - Dec 2018Kuala Lumpur, MySales Cloud Consultant - (AssetFuture)Sales Cloud Consultant - (IRB Law)Sales Cloud Consultant - (Hmlet)Sales Cloud Consultant - (Solas)Sales Cloud Functional Support - (Calmal) -
Human Resource Manager / Procurement Assistant / Executive AssistantTruewater Jan 2011 - May 2012Houston, Tx, UsHuman Resource Responsibilities • Screened candidate’s resumes through Outlook to ensure their qualifications met open positions• Conducted first level phone and in person interviews to determine candidate’s viability• Oversaw the multilevel interview process• Posted job ads using multiple online services• Administered tests to gauge candidate’s skills match company needs• Responsible for post hiring paperwork including background checks • Analyzed weekly time sheets and expense reports in ConnectWise to insure entries were accurateProcurement Assistant Tasks• Quoted and updated accurate quotes using Quosal to clients• Shipped items to clients• Created work tickets for incoming computersExecutive Assistant Duties • Organized and filed data for Executive staff in Excel spreadsheets so data could easily be accessed• Kept inventory and ordered Flavia Coffee for helpdesk techs so they could stay alert• Hosted Entrepreneur’s Organization (EO) Forum in order to have a smooth six hour meeting• Regularly updated phone extension sheet to ensure extensions contacted correct technician or account manager• Ran errands for Executive staff in order for them to focus on tasks related to running a successful business• Received and routed phone calls -
ManagerChick-Fil-A Apr 2010 - Aug 2011Atlanta, Ga, Us• Through the efforts of leadership training I contributed to the stores ability to achieve a 15% increase in sales over the previous year.• Managed a team of 12 to 16 employees, Led and/or trained employees in an effort to reach desired sales goals established by the Operator/Owner.• Scheduled weekly training sessions for team members to further their understanding of the position they hold and how they can carry out the desire goals of the company.• Assumed responsibilities for all inventory control activities that involved ordering for daily operations, scheduled/unscheduled sales promotions and increased seasonable needs.• Aggressively pursued a high level of controls to ensure best possible product for the customer.• Carried out or supervised data entry activities to insure accurate data information.• Analyzed monthly financial reports in order to accurately assess trends affecting the store.• Composed and submitted weekly reports to measure past week’s operations and future plans.• Implemented cash procedures according to established company policy.Store Grand Opening: March 2008 and January 2007• Provided the desired expertise to insure smooth grand opening events, which included new employee training, supplying and organizing areas to control waste, inventory, and ordering. -
English TeacherDynamic Language Center Aug 2008 - Feb 2010Dynamic Language Center offers many modes of study of the English language. We run standardized programs in-house, but also have a wealth of experience in serving the specific needs of a diverse client base.• Developed measurable skills enabling international students from Asia, North Africa, and the Middle East to attain competency in the English language• Supervised and instructed English classes of varying levels of competency ranging from 4 to 15 international students• Carried out daily flexible lesson plans• Counseled and Evaluated student performance through tests and writing assignments• Created a comfortable environment to which differing cultural perspectives could be discussed in the classroom • Achieved a satisfactory understanding of the local language through a language program set by the language center • Provided personal educational experiences at quarterly meetings with the purpose of improving institutional effectiveness
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Assistant ManagerChick-Fil-A College Station Oct 2002 - May 2008Through the efforts of leadership training I contributed to the stores ability to achieve a 15% increase in sales over the previous year. Managed a team of 12 to 16 employees, Led and/or trained employees in an effort to reach desired sales goals established by the Operator/Owner. Scheduled weekly training sessions for team members to further their understanding of the position they hold and how they can carry out the desire goals of the company. Assumed responsibilities for all inventory control activities that involved ordering for daily operations, scheduled/unscheduled sales promotions and increased seasonable needs. Aggressively pursued a high level of controls to ensure best possible product for the customer. Carried out or supervised data entry activities to insure accurate data information. Analyzed monthly financial reports in order to accurately assess trends affecting the store. Composed and submitted weekly reports to measure past week's operations and future plans. Implemented cash procedures according to established company policy. Store Grand Opening: March 2008 and January 2007 Provided the desired expertise to insure smooth grand opening events, which included new employee training, supplying and organizing areas to control waste, inventory, and ordering.
Travis Tucker Skills
Travis Tucker Education Details
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Texas A&M UniversityPolitical Science And Business Administration -
Malaysia University Of Science And TechnologyMaster Of Business Administration (Mba) -
Blinn CollegeGeneral Studies -
Bridge-Linguatec Inc.Tefl (Teaching English As; Foreign Language; International Studies -
Dyned International, Inc.Teaching English: A Brian-Based Approach
Frequently Asked Questions about Travis Tucker
What company does Travis Tucker work for?
Travis Tucker works for Kliqxe
What is Travis Tucker's role at the current company?
Travis Tucker's current role is 7X Certified Salesforce Solution Architect & Consultant | MBA.
What is Travis Tucker's email address?
Travis Tucker's email address is tr****@****ail.com
What schools did Travis Tucker attend?
Travis Tucker attended Texas A&m University, Malaysia University Of Science And Technology, Blinn College, Bridge-Linguatec Inc., Dyned International, Inc..
What skills is Travis Tucker known for?
Travis Tucker has skills like Leadership, Microsoft Office, Training, Human Resources, Customer Service, Project Planning.
Who are Travis Tucker's colleagues?
Travis Tucker's colleagues are Catherine Tan, Subramanian Subbiah, Teddie Goh, Torres Ngo, Alviss Gui, Isabella Yeoh, Shahril Ameerul Ashraf Rahizan.
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