Responsible for the roll-out of Salesforce Sales Cloud to multiple companies owned by Novanta onto a single, multi-tenant Salesforce org.
Manage the process of gathering business requirements, responding to requirements, and then designing and implementing Salesforce elements to meet each business's needs.
Assist with integration of Oracle R12 database with Salesforce to improve access to sales information.
Assist with the integration of Pardot marketing automation with Salesforce to enhance business units' marketing efforts.
Salesforce CRM Support and liaison between all user groups and the development team for improvements to the Avid CRM environment.
Development of business requirements and user acceptance testing, project management, and support of a worldwide Salesforce environment of almost 1,000 users.
Work closely with Sales Operations to ensure accurate reporting on the sales metrics that drive management of the business - both realtime and historical perspectives.
Oversight of sales and operations; developing the pipeline, managing strategic account relations, and ensuring transactions are profitable and moving through the pipeline, closing correctly, and closing in a timely manner.
Successfully targeted and closed sales to C-Level executives in banks, credit unions, hospitals and a few commercial accounts for information security services such as network penetration testing, system audits, and forensic investigations. .
Sold and delivered marketing workshops to VP and C-level executives in Fortune 1000 companies or larger. Led “Science of Selling” marketing initiatives throughout the US, UK, Germany and Switzerland. Products I consulted on included services, technology products (hardware, networks, software), and covered multiple industries (high tech, publishing, graphic arts, and more).
Planning and execution of incentive awards trips for approximately 150 people (hotels, air travel, on site events, dinners and entertainment)
Planned and constructed a 20,000 square foot executive briefing center, complete with conference rooms, demonstration rooms, raised floor computing environment, and on-site catering kitchen. Ordered all the hardware, network components, software, furniture, and hired the staff to get it operational - on time and on budget.
Managed the on-boarding of 9 different companies onto a common Salesforce instance, with more to come this year.