Experience

Macy's

• Retail Apparel and Fashion
• 700 & Above Employee

• CRM -Administrative Support

  • Oct 2020 - Present



Laffey Real Estate

• United States
• Real Estate
• 300 - 400 Employee

• CRM Office Administrator

  • Apr 2019 - Present

  • Helped migrating Laffey Real Estate Salesforce CRM to Dynamics CRM on cloud.• Mapped Salesforce CRM data into Dynamics CRM Account, Contact, Opportunities, Leads, Cases, Activities and number of custom entities.• Daily CRM Project meetings with several international CRM users and development team. • Developed number of workflow diagrams to map existing business flows into Microsoft Dynamics CRM O365 workflows, dialogs and business process flows.• Created Word Template Account and Customer Tier sheet to snapshot a company profile. Sales lead uses prior to meeting with client. • CRM data Security (Business Units, Teams, Access Team, and Hierarchy model).• Pipeline Dashboard development for the sales team and executives.• Customized CRM UI’s, Sub-Grids, Data modeling, SSRS reports, and charts.• CRM sitemap, CRM Ribbon menu adjustments as per business needs. • Configured Entitlements, SLA’s Case assignment to an appropriate CRM Queue.• Client Services Entitlements, SLA, Case automation through CRM workflows.• Configured Product Hierarchy in CRM, Product, Product Family, Product Bundle • Configured Server-Side Synchronization with Exchange/Outlook.• Worked with 3rd party vendor to integrate Telephony system with Dynamics CRM 365. Call centers integrations throughout the globe. Customer calls are recorded, searched, updated, alert sent to customers/internal team using Microsoft Dynamics CRM.• Review daily exception reports, investigate issues work with team to resolve. • Fulfil daily CRM View requests for the sales team. Export CRM data to xls and PDF for the sales team. • Trained the trainers, created short training video on how to log activities in CRM.



Kärcher Middle East كارشر الشرق الأوسط

• Retail Office Equipment
• 1 - 100 Employee

• Microsoft Dynamics CRM Business Analyst, CRM Customizer, Sales Team CRM Support.

  • Feb 2008 - Jan 2019

   CRM Business Analyst SupportMet with business Stakeholder to convert their business requirement into BR document then coordinated with CRM to develop and deliver CRM requirements back to the business. CRM Admin SupportReporting to the Sales Director, and manage the administrative affairs of the Sales Department for all CRM Needs CRM Order Satisfaction AutomationCreated number of process flows automated workflows to route order for shipment configure to auto send thank you letter to new customer through auto CRM process  CRM Team CoordinationCoordinating sales-related activities within CRM. Created number of Sales Reports, Dashboards, System and Personal view to support company initiatives.  CRM ReportingUse Dynamics CRM to Create and maintain sales records as a basis for reports to the senior management team / Sales Director. Evaluates the performance of salespeople, monitor the progress. Prepare reports on sales for individual Area Sales Managers, Export countries, Sales report by product line, Sales forecast, Sales report of Dealers/ Partners/Customers. • Directly reporting to the MD and perform executive support.• Key person to coordinate and arrange all CRM related tasks.• Manage communication with sales department.• Help configure automated in CRM to process all customer orders- shipment of order and ensure delivery on time. • Prepare and update various sales orders through CRM. • Documentation related to Dynamics CRM Project.  As Marketing Assistant: -• Added Click Dimension a 3rd party add on to Dynamics CRM• Creating Marketing Lists based on business criteria within Dynamics CRM• Created leads based on Marketing mass email responses automatically in CRM• Scheduled daily, monthly, quarterly mass email campaigns from CRM• Auto added CRM activities under each Contact and Account record