Karen A.

Salesforce Experience Managed all new user set-ups and deactivation, including transferring ownership of accounts/contacts/opportunities for deactivated users. Provided admin support for 75 users. Customization of fields, page lay-outs, list views for leads, contacts, accounts and opportunities. Created various profiles and record types and configured the permissions based on the organizational hierarchy requirements. Created custom page lay-outs per custom profiles and record types. Implemented security and sharing rules at object, field, and record level for different users at different levels of organization. Creation of custom reports and dashboards. Installation of App Exchange Apps. Implementation of Salesforce 1 Mobile and set up of new users. Provided end user training and support Data imports and field mapping Formulated and prepared excel csv files for data import . Created custom objects, triggers and workflows. Professional Experience Salesforce.com Consultant Boise, Idaho November 2009 to Present Salesforce Consultant offering the services of Salesforce Administrator. Work with many companies that vary in size and industry backgrounds. I have served companies that have up to 75 Salesforce users. Paladin Legal Advocacy Center Las Vegas, NV March 2009 to July 31, 2009 Sales Force Administrator Designed, configured and implemented Sales Force .com CRM for loan modification, litigation and short sale clients in new startup company. Set up new users and passwords. Created custom fields and page lay-outs, managerial reports and dashboards. Trained all new and existing staff members on the use of the program. Integrated Salesforce with Outlook. Set up office business process, created policy and procedure and coordinating documents. Processed client documents into loan modification or short sale files. Determined if all necessary documentation had been submitted. Worked with client and/or affiliate to gather missing or outdated documentation. Created new client record in sales force database. Submitted third party authorizations and qualified written requests to lenders. Updated clients on the progress of their case. Researched lender requirements for loan modifications and short sales. Prepared and submitted lender packages. ATP Personnel Houston, TX October, 2008 – December, 2008 Sales Representative/HP Inbound Call Center, Boise Temporary position as an inbound call center representative in Boise selling HP computers and products. Gained inbound call center experience selling product with time constraints and quotas. Trec Investments Las Vegas, NV February 2007 to March 2008 Senior Business Development Coordinator (Telecommuting position) Reported and worked directly with the VP of the Sales Department. Assessed needs of sales department and sales representatives in a new start-up company. Implemented policies and procedures for the department and sales representatives relating to new hires, territories, seminars and trade shows. Coordinated procedures with marketing, finance, and IT departments. Created corresponding documents: informational, request forms, budget and expense forms. Organized, implemented and coordinated all regional seminars. Researched and recommended regional and national trade show participation and speaking engagements for sales representatives and VP of Sales. Directed IT department on configuration and customization of Salesforce.com for the sales and marketing departments to capture pertinent data. Developed seminar tracking system, online registration and reports within system for management, sales representatives and events. Responsible for all new hire training and business development of sales representatives. Developed materials for seminars and trade shows. Maintained online registration page on company website. Created sales information for company website. Spectrus Real Estate Group Boise, Idaho May, 2004 – December, 2007 Inside Sales Representative (Sales Support) Supported seven to twelve sales representatives in the Pacific NW territory with lead generation, seminars, business development and customer service. Organized and implemented the logistics for investment seminars. Duties would include: Email marketing of seminar invitations. Tracking open and response rates of email invitations. Tracking and monitoring of reservations to include confirmation emails. Responded to direct inquires regarding seminar content, product inquires, venue information. Organized logistics for venue, catering, seating, room set-up, and equipment. Assembled seminar materials and arranged for shipment to venues. Tracked and recorded seminar attendance/non attendees. Followed up with appropriate correspondence. Responsibilities also included lead generation for sales representatives by means of cold calling, internet research and list building by means of data extraction loaded into an excel formatted csv file ready for import into database system. Residential Real Estate Agent Boise, Idaho July 1997-December 2003 Licensed Residential Real Estate Agent/state of Idaho, Pioneer Real Estate School, Boise, Idaho. 1997