Salesforce CRM Implementation Lead to Opportunity
Industry: Exhibitions Industry Duration: Aug 2019 - Sept 2022 Role Project Manager
Discovery
Development
UAT & Deployment
Go-Live
A multi-entity Sales and Operations CRM implementation in the Exhibitions Sector, delivered on a hybrid cadence. Standarised Sales and Operations Processes allowing focus on the Sales and drives revenue growth by automating repetitive sales tasks, improving lead conversion, and enhancing customer retention through highly personalized experiences and proactive support.
Executive Summary
CONTEXT
A UK-based FTSE 100 publicly traded company had operations around the world and was spread across multiple different legacy or manual Sales Systems, limiting scalability, visibility, and posing a barrier to its growth in operations and revenue
MY ROLE
Owned the programme end to end: assessment, five vendor groups, cutover, and a realistic schedule under pressure.
RESULT
Implemented Salesforce as the Core CRM platform for the entire company with multiple 3rd party integrations, co-ordinating with different custom app owners, with every milestone met before Go-Live.