Sales Operations
Sales Funnel Methodology and Process Development
Methodology & Process KPI and ROI Analysis Opportunity Coaching & Development for Sales Team
End User/Help Desk Support
Respond to user questions & requests Issue resolution with Salesforce.com or other third party integrators New user account creation Creating reports & dashboards Outlook and mobile configuration
Change Control
Guide user steering committee meetings Perform system health checks
CRM & Reporting Customization/Configuration & Administration
Provide advanced support for customizations & setup Post-deployment enhancements & new functionality design Report & dashboards Security, role hierarchy, sharing rules Approvals & workflow rules Custom field/object development Page layout enhancements Territories & assignment rules Web-to-Lead and Web-to-Case Provide support for advanced Salesforce.com
Development Support
Scope custom Visualforce, Heroku, Apex code, & API work Analyze, implement, recommend, and support third party applications as needed
Training & Adoption
Execute corporate adoption strategy Ongoing user training and refresher sessions New hire training
Data Quality Support
Data cleansing Importing lists & migrating data files Adding new data quality controls Supporting integration points
Project Management
Planning & project management Review release notes and create feature implementation road map Build and execute plan for ongoing enhancements & issue resolution