An experienced Salesforce Consultant and sales operations business analyst. Focused on helping companies gain increased adoption, automation and insights from their Salesforce instance. Responsible for directing strategy on business process improvements. Credentials: Salesforce Certified Sharing and Visibility Designer Salesforce Certified Sales Cloud Consultant Salesforce Certified Service Cloud Consultant Salesforce Certified Community Cloud Consultant Salesforce Certified Platform App Builder Salesforce Certified Advanced Administrator Salesforce Certified Administrator Dreamforce Presenter Lowell, MA User Group Leader Co-Organizer of Northeast Dreamin’ Functional and technical SFDC expertise including: Campaigns Custom Fields and Objects Dashboards Data cleansing Email templates and mass mailings List imports New Implementations Process Automation Reporting Training and educating users User, Profile and Permission setup Views and page layouts Workflows Validations Speaking Engagements: Dreamforce 2017, 2018, 2019 Big Sky Dreamin’ 2019 Czech Dreamin’ 2019 DreamOle’ 2018 FrenchTouch Dreamin’ 2019 Florida Dreamin’ 2019 Midwest Dreamin 2018 Phillyforce 2019 Snowforce 2019 Southeast Dreamin’ 2019 Salesforce World Tour Boston 2018, 2019 Salesforce World Tour New York 2019 YeurLeadin’ 2019
Founder & Principal Consultant at Hat-Trick Consulting
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