Sales System

Richard M. Bellefond

**** ***** *** *****, #*** San Diego, CA 92111

Phone: 858-***-**** E-Mail: ****@******.*** Website: www.rbdata.com

Experience

RB Data Services 9/1989 - Present

Customer Relationship Management (CRM) subject matter expert having been involved with hundreds of CRM implementations with the primary focus being the use of CRM to increase sales while lowering costs.

Experienced with all of the leading CRM technologies including: Microsoft Dynamics CRM; Salesforce.com; SalesLogix; GoldMine; Sage CRM; and TeleMagic.

Extensive Microsoft Dynamics CRM experience goes back to before Microsoft Dynamics CRM 1.0 was released to the current version, Microsoft Dynamics CRM 2011.

Skills

Customer Relationship Management skills include:

Product Selection Business Process Automation (Workflow)

System Design Business Intelligence/Analytics/Dashboards

Implementation Custom Reports

Customization Training

Data Migration Support

Integration System Review & Enhancement

Recent Projects

High Tech Recovery Systems Manufacturer

CRM Business Systems Analyst

• Implemented Microsoft Dynamics CRM 2011.

• Performed systems analysis to gather requirements and then built custom system to those requirements.

• Migrated data from GoldMine CRM into Microsoft Dynamics CRM 2011.

• Created custom fields and screen layouts.

• Created custom reports.

Leading Hedge Fund Analytics Software Developer

CRM Business Systems Analyst

• Implemented Microsoft Dynamics CRM 2011.

• Performed systems analysis to gather requirements and then built custom system to those requirements.

• Created custom entities.

• Created custom fields and screen layouts.

• Created custom dashboards.

• Used xRM capability of Microsoft Dynamics CRM 2011 to enhance system capabilities.

• Created workflow to simplify data entry.

• Provided guidance to developers

Ruggedized Military Computer Systems Manufacturer

CRM Business Systems Analyst

• Implemented Microsoft Dynamics CRM 2011.

• Performed systems analysis to gather requirements and then built custom system to those requirements.

• Migrated data from their old CRM system (Act!) into Microsoft Dynamics CRM 2011.

• Created custom fields and screen layouts.

• Integrated CRM with their phone system so that a batch search automatically generated for the incoming number retrieved the appropriate contact record.

• Created custom reports.

Specialty Printing Machine Manufacturer

CRM Business Systems Analyst

• Implemented Microsoft Dynamics CRM 4.0.

• Performed systems analysis to gather requirements and then built custom system to those requirements.

• Migrated and integrated data from Microsoft Dynamics Great Plains into Microsoft Dynamics CRM 4.0 which allowed the client to create highly targeted marketing campaigns based on financial information.

• Created custom fields and screen layouts.

• Created custom reports.

• Used xRM capability of Microsoft Dynamics CRM 4.0 to enhance system capabilities.

Software Systems Integrator

CRM Business Systems Analyst

• Implemented Salesforce.com to run an outsourced telemarketing campaign.

• Performed systems analysis to gather requirements and then built custom system to those requirements.

• Created custom fields and screen layouts.

• Imported the prospect list.

• Automated sales and key business processes.

• Trained sales team on the proper use of CRM.

• Developed custom email templates and custom reports.

• Created custom dashboards to determine telemarketer effectiveness.

• Created standardized sales pipelines used for improved sales forecasting.

Major Healthcare Provider

CRM Business Systems Analyst

• Implemented GoldMine CRM.

• Performed systems analysis to gather requirements and then built system to those requirements.

• Migrated data from old CRM system (TeleMagic) into GoldMine CRM.

• Responsible for all facets of CRM system technical design.

• Created custom fields and screen layouts.

• Implemented custom workflows to improve patient acquisition and retention.

• Integrated the corporate website with their CRM system in order to have information entered on their website forms automatically imported into CRM, assigned to the appropriate salesperson and have the correct sales process initiated.

• Created custom reports using enhanced reporting tools.

• Created systems for the client to be able to better segment data base and then created marketing campaigns based on that segmentation.

• Suggested and implemented third party add-on products to enhance the system’s capabilities.

• Provided on-going guidance to help client maximize their ROI from their CRM project.

Education

University of California, San Diego

Leadership and Management Program (LAMP) for Scientists and Engineers

Duke University, Master of Arts

Major: Computer Science

Minor: Electrical Engineering

University of South Carolina, Bachelor of Science

Major: Computer Science

Minor: Business Administration

Professional Affiliations

Certified Professional, Microsoft CRM Implementation

International Association of Microsoft Certified Partners (IAMCP)

The Association of Microsoft Dynamics Resellers (TAMDR)

Microsoft CRM Users Group (CRMUG)

Salesforce.com Users Group

SalesLogix Certified Engineer

GoldMine Certified Professional

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