Cécile Bénard

Support in the implementation and deployment of their Salesforce CRM to structure and modernize commercial processes (Management, Sales, Marketing, Sales Administration).

Facilitation of business workshops, needs formalization, prioritization, and reporting to the integrator.

Operational monitoring of the integrator, leading project committees and steering committees, supervising the schedule, budget, and progress.

Writing acceptance test plans, functional acceptance testing, UAT coordination, and go-live arbitration.

Design and delivery of training, adoption support, and post-deployment assistance.

✅ **Result**: deployment of a CRM aligned with business processes, secure adoption, and structured management.

Overhaul of a strategic dashboard that had become unsuitable for business needs.

Business workshops, analysis of actual usage and discrepancies with existing indicators.

Functional configuration in Tableau, complete restructuring of indicators.

KPI definition, data reliability, optimization of decision-making insights.

Supporting teams in mastering the tool.

✅ **Result**: a decision-making tool actually used by business teams.

Supporting clients on Salesforce CRM and Tableau data projects, from needs expression to adoption and performance management.

Clients: RD Convoyage, SMEs & entrepreneurs

Workshop facilitation, formalization, prioritization, identification of tool/process gaps.

Team coordination, Salesforce functional configuration, design and deployment of Tableau dashboards.

Indicator definition, reporting setup, operational performance monitoring.

User training, adoption support, long-term assistance.

✅ **Result**: tools actively used, data-driven management, clarification of business processes.