Posts Tagged ‘eCommerce’

Sales Logix CRM Implementation

Managed a team of four people in the installation and extensive customization of the Sales Logix software.  Planned and directed the data conversion efforts and  import of several purchased prospecting databases.  Developed interface to external data sources.  Conducted training seminars at various locations throughout the United States for the sales force.

We made extensive customizations to this Delphi based product. This involved an intensive period of training for the programming team to learn the internal structure of the product.  I also led a number of training sessions teaching the team the basics of Delphi.

Additionally, I developed a custom module for Sales Logix and a series of Excel macros and VBA modules which facilitated the exchange of data between a large number of custom spreadsheets used by the sales force and Sales Logix.  This saved hours of re-keying and preserved the accuracy and integrity of the data.

CRM Software Selection

Working with senior-level management, developed the criteria and features selection matrices required for the evaluation of several different CRM software solutions for an eCommerce firm. Led the team in evaluations of the various packages and worked with management to select the winning solution.

Second – CRM Software Selection

TEAM LEAD (4)

Working with senior-level management, developed the criteria and features selection matrices required for the evaluation of several different CRM software solutions for an eCommerce firm. Led the team in evaluations of the various packages and worked with management to select the winning solution.