Bruce H.

Salesforce Reporting & Pipeline Accuracy (Fixing Messy CRM Data)

Delivered +$100,000 P&L improvement project at the Bank of Montreal. 📈 Over 10 years of experience in bank operations, technology, process improvement and government. Specialized in Salesforce Sale Cloud which bring you sales processes and systems that make selling predictable and reliable. Message me to schedule a free 20-min Discovery Call today! WHY HIRE ME My Salesforce expertise -designed and implemented Salesforce process improvements for an educational nonprofit organization (JerseySTEM) -optimizing lead management processes and integrations for a consulting firm. -completed the Talent Stacker (Salesforce administration fundamentals) -completed the Cloud Code Academy (Salesforce development). MY 5 STEP PROJECT PROCESS Here's how I complete Salesforce projects for clients in 5 steps. 1️⃣ Discover your needs Fill out an online form, which I will provide, to share details about your business needs, current challenges and how you're using Salesforce. 2️⃣ Design architecture After reviewing your response to Step 1, I will design the architecture of the new solution. My approach is to focus on configuration (rather than custom code) whenever possible to enable easy maintenance. 3️⃣ Testing and feedback. In step 3, I will provide the new functionality in a test environment where you can test the new features safely without any damage to your business data or processes. Your feedback in this step will be addressed with additional improvements and changes as needed. 4️⃣ Change management and training I encourage clients to include a change management step - including training sessions - in all of their projects. Often, new ways of working are required to get the most out of Salesforce which ultimately means you can achieve your business goals faster. 5️⃣ Project Sign-off In the final step of the project, we will close the project with a Zoom call. We'll discuss how the project is performing and discuss potential options for additional projects. As a professional courtesy, my projects include a 30 day support warranty that starts on the day of final project project payment. SERVICES OFFERED Salesforce Reports and Dashbarods -Optimize existing reports and dashboards -Create new reports and dashboards Salesforce Flows (Salesforce Automation) -Optimize and fix broken or malfunctioning flows -Create new Salesforce flows Salesforce Data Cleanup & Enhancement -Review data client that impact sales and provide recommendations -Design processes to improve Salesforce data quality Salesforce Lead Management Optimization -Optimize lead quality -Improve lead handling and lead engagement strategies -Improve sales and marketing alignment Salesforce Administration -Data loading -User administration CONTACT ME TO DISCUSS YOUR PROJECT As a next step, let's meet for a free 20 minute discovery call so that we can discuss your business goals and project ideas. Then I can offer you a more detailed proposal suited to your objectives. SALESFORCE CERTIFICATIONS Salesforce Certified Sales Cloud Consultant Salesforce Certified Platform Administrator Salesforce Certified Platform App Builder Salesforce Certified Platform Developer Salesforce Certified Agentforce Specialist Salesforce Certified Business Analyst Salesforce Certified Platform Foundations