Customer – Prisme Solutions SAS
Prisme Solutions SAS was an offset printing company that was carved out from its Nordic mother company, and therefore needed very swift branding and marketing efforts. Additionally the export and migration of their existing CMR system into a new one was required and improvement on how the sales tools were used.
I had the responsibility of making sure all of above happened swiftly and in a successful fashion. In addition to the typical marketing skills this project highlights, I’d like to point out the Salesforce Administration capabilities as a prime example of my fast-learner capabilities.
Project Skill Highlights
Can-Do
Attitude
What I’m most proud of during my time in this project was when I got tasked with the CRM migration as a part of the IT-carve-out activities.
The old data came from Microsoft Dynamics and I was tasked to migrate it to a brand new Salesforce instance – without having any experience in either, or any other CRM at the time. But, as I’m more than capable of doing everything I put my mind and effort into – I rolled up my sleeves and got to it!
I didn’t only execute the integration of the different CRMs successfully, but then got to act as the sole Salesforce Administrator ensuring everything was input in the system properly and high levels of data-hygiene were adhered to.
Graphic
Design
As a part of the carve-out, I got to utilise my skills in Graphic Design and conducted the full rebranding of the business. This included a multitude of different designs, such as a new logo and other assets, such as presentations, brochures and leaflets – and of course a brand-new website that portrayed the Security Printing focused offering of Prisme in a more customer and solution oriented way.
Salesforce
Administration
As mentioned above, I got to act as the sole Salesforce Administrator after completing the migration successfully, effectively improving the sales process and ensuring the CRM was used in the best possible way.
I had to quickly learn the majority of the platform (Lightning Experience), both front end as a user and back end as the administrator, in order to successfully customise everything necessary from Permission Sets to Page Layouts – ensuring the CRM could be used most effectively!
I continually improved the adoption and usage of the platform, making sure all users were using it to their benefit as well, as much as to the benefit of the company. The adoption rate was greatly improved by listening to the needs and wants of the salespeople, which resulted in introducing additional features such as Outlook integration and other ways of making Salesforce more friendly and suited for the purpose.
Analytics &
Reporting
As the Salesforce Administrator it was only natural for me to conduct granular reporting based on the data from leads and opportunities that were either won or lost, and the general performance of the business.
I was tasked with biweekly reporting that included everything from the performance of the sales department (what leads were being worked on, won, lost, meetings, calls, etc.) to identifying and helping to rectify issues with certain leads or accounts. I also provided numbers for forecasting, which enabled the business to keep track of their budget and spend.
