Salesforce/ Dynamics CRM Enablement

CRM Enablement

Having worked in many organisations using Salesforce & Dynamics I have a wealth of experience to draw on, I have seen chaotic structures, unworkable order processes and sales personnel enslaved by poorly thought through metrics. To really drive a modern sales organisation you need to ensure your CRM/ sales technology investment is optimised.

I can help with your CRM challenge. With experience ranging from working with Salesforce as a quota carrying sales user, sales leader & sales director. I can help with workflows, forecasting, reviewing the standard reports and dashboards you may use to steer the business through to a major projects. I have been involved with delivery partners on projects running from initial design through to data clean up's and migrations. I have run two large salesforce enablement programs from initial workshops through to training design & delivery, owning communications leading up to a global go live one day roll out to 2,000 users on Salesforce Lightning in December 2018 and did it all again in 2021.

​

• Go live preparation, planning, enablement and training

• KPI and metric setting

• Pipeline management & coaching

• Dashboard design & reporting

• Enablement around new features / upgrades

• Migration from Classic to lightning

​

I have access to a team of experienced personnel that can address any Salesforce challenge you may have.