Ilan Levi

At the world leader in biometric and cryptographic solutions (presence in 180 countries for €3 billion in revenue). AMOA mission for the BOOST project (300 sales representatives) – Salesforce Sales Cloud

• Gather business needs and coordinate stakeholders.

• Administer Salesforce: manage roles, profiles, licenses, permissions

• Create UAT interfaces, objects, fields, relationships on objects

• Create reports and dashboards for monitoring key performance indicators

• Organize meetings around opportunities and manage opportunities,

• Manage leads

• Create product catalog, map, manage and import data,

• Train sales teams on using Salesforce (create video tutorials, guidance apps; webinars)

• Deploy Outlook for Salesforce

Results: Reduction of sales data entry time by 30% through screen simplification and user adoption measured at +85% after training

At the leader in content for global aeronautics and space,

• Gather client business needs, work with Sales and Finance teams

• Create UAT interfaces, objects, fields, and relationships with objects

• Migrate data from Salesforce to Hubspot. Coordinate implementation phases (analysis, development, UAT tests, production)

• Export objects (Accounts, Contacts, Opportunities, Cases, Products, Quotes, and Invoices).

• Create product catalog,

• Use API queries to create fields, to map, and to import data. Primarily develop Flows via Sprints (every 2 weeks).

• Track tasks in Jira, Gather feedback to improve the interface.

• Create reports and dashboards to monitor relevant KPIs for the company.

• Results: Increase conversion rates, improve customer experience. Migrate a CRM from Salesforce to Hubspot.

• Gather business needs from the Association.

• Work with different departments (Finance, Marketing) for CRM implementation.

• Coordinate implementation phases (Analysis, UAT, Prod).

• Track risks and issues, ensure mitigation and escalation plans, manage profiles, roles, users, permissions,

• Map data from Excel to Salesforce,

• Test and implement flows,

• Lead workshops and train users

• Create reports, dashboards, and marketing campaigns

• Maintain and improve the Salesforce Non-Profit CRM.