Salesforce, Field Service lighting, Service cloud, CPQ
Aktualisiert am 20.12.2024
Profil
Freiberufler / Selbstständiger
Remote-Arbeit
Verfügbar ab: 02.01.2025
Verfügbar zu: 100%
davon vor Ort: 100%
Salesforce
CPQ
Salesforce Service Cloud
English
Proficient
German
Beginner

Einsatzorte

Einsatzorte

Deutschland, Schweiz, Österreich
möglich

Projekte

Projekte

2 years 5 months
2022-08 - now

Forecasting & Opportunity Pipeline Management

Senior Salesforce CRM Consultant
Senior Salesforce CRM Consultant
  • Forecasting & Opportunity Pipeline Management. Expertise in managing sales forecasting and Opportunity pipeline utilising Sales Cloud features like Opportunity Stages, Reports and Dashboards for accurate tracking and analysis of sales performance.
  • Implemented an End-to-End CPQ (Congure, Price, Quote) solution, enhancing sales processes (Lead to Quote) of Proglove Hardware & Software products and their certain conguration with features, product options, bundled products, and price rules.
  • Salesforce-SAP Integration ( Enosix APP) experience in integrating Salesforce with SAP for seamless data synchronization Using Connected APPS, REST API's to enable real-time data ow and operational efciency across platforms.
  • Sales and Service Cloud Implementation and solutions, conguring custom objects, automating workows, and ensuring scalability to meet business needs. Expert in Lead to Cash Process and Sales Process , Custom Price books.
  • Implemented a Lead-to-Cash process that reduces quote generation time by 30%.
  • Experience in complex pricing models, tiered pricing, volume-based discounts, and subscription-based billing customisation in Saleforce.
  • Collaboration with Sales and Order Management to improve the processes.
  • Worked closely with Sales Development Representatives (SDRs) and Technical Account Managers (TAMs), providing them with tools and insights to improve lead generation, customer engagement, and account management strategies.
  • Experience in second-level support for business change requests, working closely with stakeholders to gather requirements, implement solutions, and resolve complex issues efciently.
  • Experience in Reports and Dashboards to showcase KPI's and Management Reports.
  • Experience in End to End Implementation from Lead to Cash and Global Support on Change Request and Enhancement?s.
  • Supporting on User Support Requests (L2 and L3) in dened SLA and following the Escalation Matrix.
  • Very Good Knowledge in Sales and Revenue Tools Like Clari, Congo, Outreach, Grove and Tableau.
  • Experience in Custom Development (LWC) and Apex Coding.
  • Experience in Agile Practices and Jira and Conuence Tools to document the process and Bussiness process Improvements.
ProGlove
Munich
2 years 9 months
2019-11 - 2022-07

Configured Custom Objects

Salesforce Technical Consultant
Salesforce Technical Consultant
  • Configured Custom Objects, Page Layouts, Record Types, and Lightning App Builder in Sales Cloud and Service Cloud to meet complex business needs, ensuring optimal UI/UX for end-users.
  • Developed and optimized Process Builder workows to automate Opportunity management, including creating dependent tasks, updating custom elds, and sending notications based on Opportunity Stage changes. Integrated with Apex Triggers, Validation Rules, and Lightning Flows for advanced automation and efcient business logic execution.
  • Congured and maintained User Security settings using Proles, Permission Sets, Sharing Rules, and Role Hierarchies to ensure appropriate data access and security, aligning with organizational policies and compliance standards.
  • Integrated Salesforce with third-party systems using REST APIs and external applications like HubSpot to facilitate seamless data exchange, improving operational efciency and cross-system reporting.
  • Managed data migration processes using Data Loader, ensuring data integrity and compliance with organizational data governance policies.
  • Assisted in sandbox refreshes and post-refresh activities.
  • Experience in Managed Package Installation and Post Deployment Activities and Flows.
  • Experience in Agile Methodologies and Jira/ Conuence.
HCL GmbH (E-On Client)
Munich
4 years 5 months
2015-06 - 2019-10

Created Advanced fields

Salesforce Specialist
Salesforce Specialist
  • Automotive Giant Company with 1900 Salesforce Licenses for Internal users and 12000 Community Licenses for Customers and Service Partners.
  • Created Advanced fields like Pick list, Custom Formula Fields, Field Dependencies, Validation Rules, Process Builder, Sharing rules and Approval Processes for automated Alerts, field updates, and Email Notifications according to the business needs.
  • Good Expertise in Reports and Dashboards and Audit Trails.
  • License Management and approval process for new managed packages to install in Salesforce.
  • Excellent team player, self-motivated, quick learner with good communication skills and trouble-shooting capabilities.
  • Experience working with salesforce.com Sandbox environments and refreshing the sandbox.
  • Supporting Global users and deliver the functionalities in given service level agreements.
  • Email to case and Call to case Functionality using Contact Centers and using Omni channel.
  • Experience Knowledge Articles , Skill and Queue based routing systems in Salesforce.
WABCO ( ZF Group)
Chennai, India

Aus- und Weiterbildung

Aus- und Weiterbildung

2023

  • Salesforce CPQ Specialist - Salesforce.com

2020

  • Salesforce Sales and Service Cloud Consultant - salesforce.com

2014

  • Salesforce Administrator - salesforce.com

Kompetenzen

Kompetenzen

Top-Skills

Salesforce CPQ Salesforce Service Cloud

Produkte / Standards / Erfahrungen / Methoden

Salesforce.com
Custom Price Books
Approval Process
Reports dashboards
Data Loader
Agile / Scrum
SFMC ( Marketing Cloud). Opportunity Management
Sandbox Refresh Activities
Omni Channel
Case Management
SLA
Objects
Basics of Tableau. Basics of SAP
Jira/ Conuence CPQ
Einstein Activity Capture
Project Management BRD & FRD
Process Builder & Flows
OWD / Profiles and Roles / Contact Center / Validations
Customer Communities
Email/ Call to Case / Bulk DATA Migrations / Connected APP's / HubSpot

Profil:

  • Experienced Salesforce Consultant with over a decade of expertise, including 7+ years in Sales Cloud & CPQ Proven ability to develop, propose, and review scalable and maintainable Salesforce solutions that adhere to best practices.
  • My key achievements include successfully working with global team to implement end-to-end service solutions for Different Clients resulting in a streamlined customer journey, and managing the deployment of a comprehensive CPQ solutions signicantly enhancing sales processes.
  • Procient in leveraging Salesforce?s standard functionality, with additional experience in Marketing Cloud and HubSpot in developing proposals and managing Delivery timelines. Well-versed in Agile methodologies and Salesforce certied.

Einsatzorte

Einsatzorte

Deutschland, Schweiz, Österreich
möglich

Projekte

Projekte

2 years 5 months
2022-08 - now

Forecasting & Opportunity Pipeline Management

Senior Salesforce CRM Consultant
Senior Salesforce CRM Consultant
  • Forecasting & Opportunity Pipeline Management. Expertise in managing sales forecasting and Opportunity pipeline utilising Sales Cloud features like Opportunity Stages, Reports and Dashboards for accurate tracking and analysis of sales performance.
  • Implemented an End-to-End CPQ (Congure, Price, Quote) solution, enhancing sales processes (Lead to Quote) of Proglove Hardware & Software products and their certain conguration with features, product options, bundled products, and price rules.
  • Salesforce-SAP Integration ( Enosix APP) experience in integrating Salesforce with SAP for seamless data synchronization Using Connected APPS, REST API's to enable real-time data ow and operational efciency across platforms.
  • Sales and Service Cloud Implementation and solutions, conguring custom objects, automating workows, and ensuring scalability to meet business needs. Expert in Lead to Cash Process and Sales Process , Custom Price books.
  • Implemented a Lead-to-Cash process that reduces quote generation time by 30%.
  • Experience in complex pricing models, tiered pricing, volume-based discounts, and subscription-based billing customisation in Saleforce.
  • Collaboration with Sales and Order Management to improve the processes.
  • Worked closely with Sales Development Representatives (SDRs) and Technical Account Managers (TAMs), providing them with tools and insights to improve lead generation, customer engagement, and account management strategies.
  • Experience in second-level support for business change requests, working closely with stakeholders to gather requirements, implement solutions, and resolve complex issues efciently.
  • Experience in Reports and Dashboards to showcase KPI's and Management Reports.
  • Experience in End to End Implementation from Lead to Cash and Global Support on Change Request and Enhancement?s.
  • Supporting on User Support Requests (L2 and L3) in dened SLA and following the Escalation Matrix.
  • Very Good Knowledge in Sales and Revenue Tools Like Clari, Congo, Outreach, Grove and Tableau.
  • Experience in Custom Development (LWC) and Apex Coding.
  • Experience in Agile Practices and Jira and Conuence Tools to document the process and Bussiness process Improvements.
ProGlove
Munich
2 years 9 months
2019-11 - 2022-07

Configured Custom Objects

Salesforce Technical Consultant
Salesforce Technical Consultant
  • Configured Custom Objects, Page Layouts, Record Types, and Lightning App Builder in Sales Cloud and Service Cloud to meet complex business needs, ensuring optimal UI/UX for end-users.
  • Developed and optimized Process Builder workows to automate Opportunity management, including creating dependent tasks, updating custom elds, and sending notications based on Opportunity Stage changes. Integrated with Apex Triggers, Validation Rules, and Lightning Flows for advanced automation and efcient business logic execution.
  • Congured and maintained User Security settings using Proles, Permission Sets, Sharing Rules, and Role Hierarchies to ensure appropriate data access and security, aligning with organizational policies and compliance standards.
  • Integrated Salesforce with third-party systems using REST APIs and external applications like HubSpot to facilitate seamless data exchange, improving operational efciency and cross-system reporting.
  • Managed data migration processes using Data Loader, ensuring data integrity and compliance with organizational data governance policies.
  • Assisted in sandbox refreshes and post-refresh activities.
  • Experience in Managed Package Installation and Post Deployment Activities and Flows.
  • Experience in Agile Methodologies and Jira/ Conuence.
HCL GmbH (E-On Client)
Munich
4 years 5 months
2015-06 - 2019-10

Created Advanced fields

Salesforce Specialist
Salesforce Specialist
  • Automotive Giant Company with 1900 Salesforce Licenses for Internal users and 12000 Community Licenses for Customers and Service Partners.
  • Created Advanced fields like Pick list, Custom Formula Fields, Field Dependencies, Validation Rules, Process Builder, Sharing rules and Approval Processes for automated Alerts, field updates, and Email Notifications according to the business needs.
  • Good Expertise in Reports and Dashboards and Audit Trails.
  • License Management and approval process for new managed packages to install in Salesforce.
  • Excellent team player, self-motivated, quick learner with good communication skills and trouble-shooting capabilities.
  • Experience working with salesforce.com Sandbox environments and refreshing the sandbox.
  • Supporting Global users and deliver the functionalities in given service level agreements.
  • Email to case and Call to case Functionality using Contact Centers and using Omni channel.
  • Experience Knowledge Articles , Skill and Queue based routing systems in Salesforce.
WABCO ( ZF Group)
Chennai, India

Aus- und Weiterbildung

Aus- und Weiterbildung

2023

  • Salesforce CPQ Specialist - Salesforce.com

2020

  • Salesforce Sales and Service Cloud Consultant - salesforce.com

2014

  • Salesforce Administrator - salesforce.com

Kompetenzen

Kompetenzen

Top-Skills

Salesforce CPQ Salesforce Service Cloud

Produkte / Standards / Erfahrungen / Methoden

Salesforce.com
Custom Price Books
Approval Process
Reports dashboards
Data Loader
Agile / Scrum
SFMC ( Marketing Cloud). Opportunity Management
Sandbox Refresh Activities
Omni Channel
Case Management
SLA
Objects
Basics of Tableau. Basics of SAP
Jira/ Conuence CPQ
Einstein Activity Capture
Project Management BRD & FRD
Process Builder & Flows
OWD / Profiles and Roles / Contact Center / Validations
Customer Communities
Email/ Call to Case / Bulk DATA Migrations / Connected APP's / HubSpot

Profil:

  • Experienced Salesforce Consultant with over a decade of expertise, including 7+ years in Sales Cloud & CPQ Proven ability to develop, propose, and review scalable and maintainable Salesforce solutions that adhere to best practices.
  • My key achievements include successfully working with global team to implement end-to-end service solutions for Different Clients resulting in a streamlined customer journey, and managing the deployment of a comprehensive CPQ solutions signicantly enhancing sales processes.
  • Procient in leveraging Salesforce?s standard functionality, with additional experience in Marketing Cloud and HubSpot in developing proposals and managing Delivery timelines. Well-versed in Agile methodologies and Salesforce certied.

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