Rajeshwari Badhan

Project 1: One of the Health Partners.
Client: Confidential
Brief : Client is committed to helping healthcare payors manage the cost of care, improve their competitiveness and inspire positive change. Leveraging sophisticated technology, data analytics and a team rich with industry experience, Interprets clients’ needs and customizes innovative solutions that combine its payment integrity, network-based and analytics-based services.
Duration: 6 Months - till date.
Team Size: 12
Technologies & Tools: Analytics Cloud, Sales Cloud, CRM Analytics, google analytics.

Role & Responsibilities:

• Requirement Gathering from client.
• Appropriate Field mapping in salesforce org.
• Built Dataflow/Recipe for dataset.
• Built KPIs (Customization) using Binding & Interactions.
• Apply security predicates for particular user, profile.
• Creating dynamic dashboards for different types of profiles and roles.
• Creating dashboard for sales performance.

Project 2: One of the major IT hardware supplier.
Client: Confidential
Duration: 6 Months.
Team Size: 4
Technologies & Tools: Sales Cloud, Flow Builder, Approval Process, Email Templates and Triggers, Lightning Record pages, Validations, Reports, and Dashboards
Brief: This project is all about monitoring the activities of the sales engineer, as well as the Lead to Cash process and revenue analytics from all customers.

Roles & Responsibilities:

• Managed company products based on their product family, Pack size, and Individual Product Discount.
• Oversaw the management of new system users for the sales process. Created Objects & Relationships.
• Workflow rules are used to update fields, email triggers and validations, and list views with the required sharing setting for roles, profiles, public groups, and filters.
• Quote Approval based on the Product Discount is streamlined.
• Oversaw the deployment of the development components using Dev, QA, UAT, and Production sandbox.
• Configured reports and dashboards for ROI analysis using the Marketing cloud.

Project 3: Major Paper mill in India
Client: Confidential
Brief: The paper manufacturing company intended to organize its complete business on the cloud, eliminating the need for paper-based processes while also saving human work by utilizing Salesforce's advanced Sales CRM tool.
Duration: 6 Months
Team Size: 3

Roles & Responsibilities:

• Entire sales cycle from lead to order design.
• Data model & Data Security.
• Flows
• Created Email Template
• Quote generation
• Lead & Account duplicate rule