Oneonta, NY | Albany, NY | Grover Beach, CA
Also known as: NotesonTech
I am a formally educated project manager with a background in CRM implementation and corporate change management. Throughout my career I have worked with several different CRMs including Salesforce.com and smaller proprietary CRM tools. I have trained thousands of users on the use and optimization of CRM workflows and data management. Interpersonal skills are a vital part of any project especially in CRM implementations. The ability to speak knowledgeably and effectively to any person in an organization can affect the overall attitude toward CRM adoption. I have trained enterprise level organizations in their entirety, from interns to CEOs. I am able to quickly adapt training style and goals to maximize new user engagement and and make training interesting and functional. Creating an atmosphere that allows non-technical users to be comfortable with new technology is essential to adoption success. -Formally educated in project management methodologies and strategy. - years experience implementing and training CRMs in multiple industries. -The ability to tailor training methodologies to both different industries and to user ranging from brokers to CEOs. - years experience with Salesforce.com. -Proven experience leading projects. - years SaaS experience. -Experienced in building requirements for clients. -Experienced in creating user documentation for global organizations. -A strong understanding of the sales process and benefits of proper workflows. -The ability to approach change management creatively and effectively to match the client culture. Specialties Project Management, Software Implementation, Salesforce.com, Change Management, Policy Implementation, Process Development, Training, Requirements Building, Saas Depolyment, Microsoft Office Suite, Logistics.
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