Project Sales

Objective

I am seeking a Salesforce.com consulting position to leverage my full

life cycle implementation experience. I am available for travel and

possibly relocation.

Profile

Certified Salesforce.com Consultant with 7-year track record of

successful project work. I have worked with many clients from various

industries; assisting them maximize their investment in Salesforce.com.

I specialize in fostering user system adoption and designing the

analytics executives need to make organizational decisions.

Skills Summary

. Consulting Skills

o Project Coordination with Stakeholders and Team Members

o Implementation Planning

o Requirement Gathering and Documentation

o Best Practice and User Adoption Strategies

o User Interface Optimization

. Salesforce Configuration and Customization

o Custom Fields, Objects, and Tabs

o Roles, Profiles, Public Groups, Queues, Sharing Rules

o Workflow and Approval Automation

o Data Migration\Import

o Reports and Dashboards

. Data Quality

o Validation Rules

o Data Scrubbing & De-Duplication

o Import from Excel, Access, ACT!, Goldmine, Filemaker, .CSV,

SQL Server

. Modules

o SFA - Salesforce Automation

o SSS - Service and Support

o MA - Marketing Automation

o PRM - Partner Relationship Management (Authorized Consultant)

o Mobile - Handheld Deployment

. Training

o Curriculum Development

o End User On-Site\Remote Training

. Other Software Skills

o MS Access - Expert

o MS Project and MS Visio - Intermediate

o MS Excel, Word, PowerPoint - Intermediate

Professional Experience

crm cONSULTINg

o 11 Years of CRM Software Implementation Experience

o 4 Years - Epicor's Clientele CRM Software

o 7 Years - Salesforce.com

Custom application development

o 7 Years of MS Access and Excel Consulting

o MS Excel VBA Macros, Charts, Pivot Tables

o MS Access Custom Databases, Queries, User Interface, Reports

Employment History

The Mark of Excellence - Portland, Oregon

Self Employed, 1993 to 1998

o Microsoft Access and Excel Consulting

Epicor software, Clientele CRM Group - Tualatin, Oregon

Senior Implementation Consultant, 1998-2002

o 80% Nationwide Travel

o Installed Clientele CRM and Companion Software

o Configured and Customized Per Client Requirements

o Lead On-Site End User Training

o Instructed Administrator Classes in Corporate Training Center

MB Consulting - Beaverton, Oregon

Self Employed, 2002 - Present

o Expert Salesforce.com Implementation Consulting

o Representative Clients Below

o Project Coordination using Microsoft Project

o Business Process Mapping using Microsoft Visio

o Continued MS Access Custom Development

Education

Oregon State University - Corvallis, Oregon

Bachelor of Science 1986, General Business

Salesforce.com Project Experience

Client Approximat Project Details

Name e Dates

Qwest Summer Engaged through Statera Consulting

2010 Member of 20 person consulting team implementing

Salesforce SFA for approximately 1000 Users

Responsible for Security Model including Role

Hierarchy, Profiles, and Sharing Rules in multiple

Sandbox environments.

Assisted in initial User management.

Implement Salesforce Ideas

Meet w/ business stakeholders and other team

members on a regular basis

California June 2010 Developed training curriculum for SFA Pilot

Bank & Conducted 3 on site training sessions for SFA Pilot

Trust

Envision May 2010 - Optimization of PE Implementation.

Present Streamlined Lead and Account page layouts

Shared Best Practices

Implemented Salesforce Content

Reports and Dashboards for Inside Sales

Accenture Feb 2010 - Requirement Gathering for 300 EE User + 50 Mobile

@ March 2010 User Project

Fireman's Built clickable prototype in preparation for

Fund demonstration to senior management and end users at

national sales meeting

Worked closely with business users and IT resources

to share best practices, deployment strategies, and

design recommendations.

Adknowledg Aug 2009 - Ongoing re-implementation for 120 users.

e Present Conduct business process review sessions in Los

Angeles, Kansas City, and Fort Myers

Shared best practices to maximize user adoption.

Optimized all configurations (Page Layouts, Record

Types, Roles, Profiles, Reports, Dashboards, Lead

Assignment Rules, Workflow Rules, Extensive Work

with Cases and Approval Processes)

Merged two other instances of SFDC operated by

other companys purchased by Adknowledge.

Implemented DupeBlocker 2.0.

Utilized crmFusion's DemandTools for data

de-duplication and overall data quality.

Supervised development of APEX Triggers

Implemented CongaMerge

Attensity, March 2009 Optimization of Previous Configurations

Inc Report & Dashboard Re-Design

Proposed Partner Portal Deployment

Booz, Inc. May 2006 - Extensive custom object development in conjunction

March 2009 with Campaigns and Campaign Members. Created 3 new

custom objects, workflow rules, validation rules.

Extensive customization to Accounts and Contacts

Supervised 3 development projects involving

sControls, APEX, and VisualForce.

Copious Winter Customized Accounts, Contacts, and Cases.

2008/09 Implemented Person Accounts for Copious B2C client.

Implemented Workflow Rules

OpSource Dec 2007 - Implemented SFA Automation for 75 Users

Jan 2009 Full Life Cycle Implementation included Business

Process Review, Customization, Configuration,

Reports & Dashboards, Workflow Rules, Custom

Objects. Heavy customization to Leads, Accounts,

Contacts, and Opportunities.

Tenacious Nov 2006 - Implemented SFA Automation for Sales and Marketing

Offense Mar 2007 Consulting\Venture Capital Company.

(Now Atlas This was an unconventional project where we needed

Accelerato to setup Salesforce for 5 separate small startup

r) companies under the one single Salesforce instance.

We implemented complex Role Hierarchy, Profiles,

and Sharing Rules to ensure proper security between

companies.

BCD Travel Fall/Winte Salesforce Enterprise Project consisted of

r 2007 expanding from 350 US based users to 700.world wide

SFA users.

Project included detailed Business Process Review,

extensive customization to Accounts and

Opportunities, and Workflow Rules.

Consulted on data scrubbing and de-duplication.

Implemented DemandTools software.

Old Mutual Spring Project consisted of providing Best Practice

Financial 2008 Strategies to customer implementation team

Network including on site meetings and conference calls.

Tamarac Winter Customize and Configure SFA and SSS for 20 Users.

2008

Splunk Summer I was part of a team of 5 consultants who

2008 implemented SFA, SSS, and Marketing for 50 EE

Users.

My role consisted of BPR, documenting requirement,

produced Scoping and Requirement Documents.

My role also consisted of customizing Campaigns,

Leads, Accounts, Contacts, and Cases.

My role also consisted of conducted 4 different end

user training classes.

Fujitsu Dec 2008 - This project's goal was to update the configuration

Consulting Jan 2009 for two groups of customer support reps based in

/ Tampa and San Antonio, totaling 300 Users.

Citigroup I had a limited but very detailed role as a

Business Analysis. I conducted numerous on site

interviews with multiple groups. I was responsible

to produce a detailed Scoping Document and

Requirements Document.

Not the project was cancelled in mid January due to

a resetting of corporate priorities and budget.

SkyPort Dec 2006 - Full Life Cycle SFA and PRM deployment for 35

Satellite Jan 2008 Users. Extensive customization to Leads, Accounts,

Contacts, Opportunities, and Partner Portal.

Conducted 2 day detailed BPR Partner session in

Washington DC.

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