Experience

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  Meehan Consulting

  • Los Angeles Metropolitan Area

  • Independent CRM Consultant

    • Jun 2011 - Present
    • Los Angeles Metropolitan Area

    I currently provide specialist services for the design and implementation of database and CRM applications. This includes project management and support services in the development, implementation and training for GoldMine CRM, Salesforce, Microsoft Dynamics 365, Act! and other major contact management applications. I also specialize in the integration of web, e-mail, fax and data synchronization solutions.

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  Copyfax Communications

  • Copyfax Communications - CRM Training Manager

    • Oct 2009 - Apr 2011

    For approximately five years I designed and maintained the infrastructure of a call center in Manila, Philippines for a major office equipment vendor in Huntington Beach, California. I was based in Los Angeles, but made frequent trips to Manila for the purposes of designing and maintaining the hardware and software infrastructure and training all levels of staff. I managed the staff remotely, using our centralized database application. I was also responsible for tasking the call center staff with setting appointments for account reps based in the Los Angeles area.

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  Toshiba

  • CRM Training Manager

    • Jul 2001 - Sep 2009

    I provided corporate training on the company's CRM software "Toshiba SFA" (a corporate branding of the CRM application "Soaring") to the company's many authorized resellers throughout the US. I was responsible for the oversight of the Electronic Imaging Division and tasked to train sales staff on sales techniques and the comprehensive use of the CRM application. During this period I trained approximately 4,000 account representatives and sales staff.

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  GoldMine CRM

  • Los Angeles, CA

  • CRM Project Manager

    • Jan 1995 - Jun 2001
    • Los Angeles, CA

    I was employed as a Project Manager to oversee the implementation of contact management software, primarily GoldMine CRM sales tracking software. I provided technical service in the installation and design of the software, training on it's use and follow-up support services. Our clients included Toshiba, Bank of America, Merril Lynch, Futuredontics and many other large corporations.

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  United Tax Filing Group

  • Partner - CTO

    • 1991 - 1994

    As a start-up business, we designed and utilized software which provided electronic tax filing services for our customers, in which we processed and printed checks on behalf of the IRS for Refund Anticipation Loans. We were contracted with major US banks for the RAL service and processed approximately 120,000 electronic tax returns.

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  E-Z Data, Inc.

  • Technical Support Agent

    • 1989 - 1991

    I provided technical support for the company's CRM software "Smart Office". Tasks included remote installation and support of the product and resolving issues related to the software and it's use.