About Ilan
- Salesforce Sales Cloud Deployment
- Salesforce Service Cloud Deployment
- Implementation of Sales and Customer Service processes
- Automation of workflows and approvals
- CRM architecture redesign
- User adoption optimization
- Functional audit and recommendations
- Salesforce CPQ Implementation
- Product catalog configuration
- Complex bundles and pricing rules
- Automated quote generation
- Contract and renewal management
- Quote-to-Cash process optimization
- Agentforce Deployment
- Salesforce Generative AI Integration
- Intelligent conversational agents
- Customer support automation
- Leveraging CRM data for contextualized responses
- Reduction of operational load for teams
- B2B and B2C portals
- Partner spaces
- Employee portals
- Custom LWC developments
- Advanced user experience customization
- ERP Integration (Sage, SAP, etc.)
- Connection via REST and SOAP APIs
- CRM / ERP synchronization
- HubSpot to Salesforce Migration
- Zendesk to Salesforce Migration
- Data recovery and quality
- CRM Analytics
- Tableau CRM
- Business intelligence dashboards
- Sales and operational KPIs
- Real-time reporting
- Apex
- Lightning Web Components (LWC)
- Visualforce
- SOQL / SOSL
- Salesforce Flows
- APIs
- Aircall
French
Native or bilingual
English
Conversational
Experience
- GescimeSalesforce Expert (Rescue Project) – Sales Cloud, CPQ, Pardot & TableauTECHMay 2025 - May 2026 (1 year)Client Context:Gescime was facing a highly troubled Salesforce project following an implementation by a previous integrator. Teams were losing confidence in the platform, and several strategic components were unstable or unusable.Mission AccomplishedI was called in as a Salesforce expert to conduct a comprehensive audit of the existing system, secure technical choices, and take over project management.The main actions taken:
- Complete technical and functional audit of the Salesforce organization
- Analysis of technical debt and identification of blocking risks
- Redesign of the Sales Cloud architecture
- Complete re-implementation of Salesforce CPQ
- Implementation of a contract management process
- Deployment of Pardot for marketing automation
- Implementation of Tableau for sales steering
- Design of an architecture allowing business teams to adapt their processes without technical intervention
Expertise and tools used- Salesforce Sales Cloud
- Salesforce CPQ
- Pardot / Marketing Automation
- Tableau CRM
- Salesforce Audit
- CRM Architecture
- Contract Management
- CRM Governance
Results Achieved- Project turned around and put back on a viable track
- Significant reduction in inherited technical debt
- Streamlined sales processes
- Improved collaboration between sales and marketing teams
- Increased autonomy for business users
- Enhanced Salesforce adoption thanks to a simpler platform to maintain and evolve
- YomoniSalesforce AI Expert – Agentforce, Service Cloud & Zendesk MigrationPRIVATE EQUITYDecember 2024 - February 2025 (2 months)Client ContextYomoni wanted to modernize its customer service by replacing Zendesk with Salesforce Service Cloud and leveraging new generative AI capabilities to improve customer experience while reducing the operational load on support teams.Mission AccomplishedI supported the teams in designing and deploying a unified customer support platform based on Salesforce Service Cloud and Agentforce.Key achievements:
- Salesforce Service Cloud Deployment
- Complete migration of Zendesk data and tickets
- Configuration of Agentforce and AI conversational agents
- Connection of AI to CRM data and knowledge base
- Implementation of escalation mechanisms to human teams
- Structuring of support and request management processes
Expertise and tools used- Salesforce Service Cloud
- Agentforce
- Salesforce Data Cloud
- Generative Artificial Intelligence
- Salesforce Knowledge Base
- Zendesk Migration
- Customer support automation
Results Achieved- Complete centralization of customer support within Salesforce
- Reduction in the volume of manually handled requests
- Improvement in response times
- Contextualized responses thanks to real-time access to customer data
- Smoother and more consistent user experience
- Increased productivity of support teams
- Natural OriginsSalesforce Tech Lead - Migration, CPQ & Sage 100 IntegrationRETAIL (SMALL BUSINESS)December 2023 - December 2024 (1 year)Context:Strategic migration from Hubspot to Salesforce (Sales Cloud) to structure growth and connect CRM to production.🎯 Achievements & Technical Challenges:*Migration & Architecture:Complete execution and management of the Hubspot to Salesforce switch.*ERP Integration (Sage 100):Design of a complex bidirectional connector. Real-time synchronization of Accounts, Contacts, Approved Quotes, Products, and Stock.*CPQ Expertise:Implementation of Salesforce CPQ with advanced pricing calculation rules, directly dependent on stock/price data from Sage.*Custom Development (Build):Complete creation of an R&D module for new product tracking + Implementation of an SRM (Supplier Relationship Management) system for vendor management.*BI & Reporting:Deployment of CRM Analytics (Tableau CRM) for creating complex dashboards integrating CRM and ERP data.Environment: Sales Cloud, CPQ, CRM Analytics, Sage 100, Apex, API.
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Education
- 6x Salesforce Certified6x certifié Salesforce
- Double Master's DegreeParis 1 Panthéon-Sorbonne University2016Double Master
Certifications
- Salesforce AdministratorSalesforce2016
- Salesforce DeveloperSalesforce2016