With over 15 years of experience in CRM platforms, and a deep understanding of Salesforce, I can help your financial organization achieve maximum ROI on your Salesforce investment. My expertise includes:
- Salesforce product management and ownership
- Sales Cloud consulting, including business case development, requirements analysis, solution design, roadmap development, configuration, and implementation
- Financial Services Cloud expertise
- CRM analytics
- Salesforce ROI in Asset Management and Corporate and Investment Banking
- Business analysis, data management, and reports and dashboards
- End-user training and support
I can help you plan and structure your Salesforce implementation, whether working with a consulting partner or internal resources, to design a solution that meets your specific needs. Let me help you maximize your Salesforce ROI, so you can achieve greater success with your business.
I am certified as a Salesforce Administrator, Salesforce Sales Cloud Consultant, Salesforce Platform App Builder, and Salesforce Business Analyst.
Contact me here.