Charlotte Bergan, Salesforce Admin/Consultant with 10+ Years Exp.

Top skills

Additional skills (11)

For the last 10 years I've implemented Salesforce in a variety of different companies, ranging in size and industries. My primary focus has been on sales process design, end-user best practice implementations and salesforce adoption.

My design principals are:

1. The sales process must reflect client's best practices

2. Salesforce must easily facilitate execution of the sales process and achieving sales objectives

3. Salesforce must increase everyone's speed and efficiency

4. The solution must be simple and intuitive to use on any device

Sales Optimizer

Senior Consultant and VP of Apps

CONSULTING & AUDITS

November 2014 - December 2020 (6 years)

Orlando, États-Unis d'Amérique

Oversaw product management of Sales Optimizer’s Salesforce apps: Account Optimizer (AO), Sales Process Optimizer (SPO), and Mass Edit Optimizer (MEO), a subset of our diverse portfolio of Account and Sales Planning apps.

Primary responsibility was to work directly with our clients and development teams alike, to help design, review, and release new functionality within our Salesforce Apps to enhance end-users’ value of Salesforce as a sales tool.

Managed design/redesign of Salesforce orgs as well as global deployments of Sales Cloud involved from end to end. Writing User Stories, Configuring Sales Cloud and Lightning (objects, process builders, workflows, profiles, security, approval processes, lightning layouts, etc.)

Sales Optimizer

Client Success Manager & Consultant

CONSULTING & AUDITS

August 2010 - November 2014 (4 years and 3 months)

Orlando, United States of America

Project Manager for some of Sales Optimizer's most strategic clients

Assist in running Business Process Reviews to gather technical and functional business requirements for implementations of salesforce.com that align to current business needs and pain points.

Provide on-going communications between client executives and Account Managers, as well as ongoing training, customizations, and support.

Act as Delivery Lead for various clients, participating in declarative customizations and data migration efforts.

Deliver formal in-person and web-based Salesforce.com training sessions to client's managers & sales level roles.

(1 rating)

Quality
Respects deadlines
Communication

Helga-Making Science

18/3/2022

Charlotte was hired to carry out some data imports and rules in sales cloud in Salesforce, among other tasks. She has given us advice on how to improve and has always been willing to help us with requests, being patient and understanding the internal processes.