- Sales, Service & Marketing Cloud Management: Achieved a 20% uptick in user engagement through optimized configurations, including roles, profiles, permission sets, workflows, and custom fields.
- Data Quality & Reporting: Instituted data integrity measures via tailored reports, dashboards, and workflows, enhancing decision-making capabilities.
- Project Leadership: Pioneered initiatives to align Salesforce solutions with specific business objectives, following an agile approach in requirement gathering and implementation of SFMC.
- User Training & Support: Elevating Salesforce adoption by 30% through targeted training, continuous support, and real-time troubleshooting.
- Operational Highlights: Served as the principal Salesforce consultant for Inside Sales & Marketing teams, offering on-the-ground database management, data deduplication, and cleanup. Provided adaptive support and training modules, reacting to team adoption metrics and tailored training sessions accordingly. Orchestrated report design and management, alongside configuring Salesforce layouts, document templates, and data fields to align with business processes.
- Technical Achievements: Coordinated UTM parameter placements on Landing Pages, integrating them with Web-to-Lead codes for streamlined Sales Cloud functionalities. Leveraged Data Loader for bulk data operations, ensuring seamless data flow and integrity. Fortified data security via customized roles, profiles, and sharing settings. Developed workflow automation for lead routing, escalation, alerts, and coaching plans, contributing to a smoother sales pipeline.
- Projects:
Exact Target Integration(SFMC): Achieved seamless integration between Sales and Marketing Cloud using Marketing Cloud Connector. Utilized Salesforce Marketing Cloud for list creation, segmentation, and report generation. Employed Journey Builder for customer experience mapping, undergoing comprehensive QA checks prior to production deployment.
Salesforce Email-to-Case: Implemented Email-to-Case, allowing automated case creation from inbound emails. Enabled case owner notifications and task assignments for new emails, facilitating quicker resolutions.
No Paper Form: Assisted in the 6-month project focused on internal sales and marketing team support. Administered real-time report creation and data bifurcation for varied formats, catering to both team-level and executive-level needs.