Organic Endeavors

We focus on helping growing Marketing and Sales teams better utilize HubSpot or Salesforce CRMs to avoid MQL Hell.
• SalesForce CRM
• HubSpot Marketing & CRM
• HubSpot-2-Salesforce Integrations
• Business Development and Lead Generation
• Organizational Development & Alignment for Sales & Marketing Teams

Executive Director

Orange Business Services

I was the lead CRM consultant and administrator for the Digital Sales & Marketing Transformation program in the Americas region which was focused on the $10M international deployment of the SalesForce Sales & Marketing Cloud/CRM to over 2000 new users. This new collaborative platform enabled the Global Teaming of locally-based Sales & Marketing experts built around meeting the needs of our customers and facilitating their buying decisions.

Director of CRM - Americas

Internap

Developed, managed, and maintained SalesForce.com CRM system and associated applications for over 250 users.

CRM Business Analyst and Administrator

LexisNexis

•	Managed reporting, forecasting, process improvement, training and development for the Strategic, Enterprise, and Inside Sales teams of the $120M screening solutions department.
•	Facilitated process improvement project with Sales, Finance and IT vendor to define, design, and implement an innovative online commission payment application. The simplified process provided enhanced visibility and new metrics while also reducing delivery time by over 50%. 
•	Designed and led a new SalesForce.com CRM training program that allowed sales people more flexibility with, and enhanced visibility into, revenue trends and sales metrics by individual sales tier.
•	Facilitated process improvement project with Marketing, Sales, Customer Operations, and Finance to design and document product catalogs. By collaborating and mapping the workflow, the group produced a new automated, online price book that standardized pricing and contract approvals while providing greater control of exception requests.
•	Assisted with creation and facilitation of Lean Six Sigma Greenbelt training and development programs.

Sr. Sales Operations Analyst

Internap Network Services

•	Managed strategy, product development, pricing, non-standard requests, training and development of national sales force representing 75% of InterNap’s $136M in annual revenue.
•	Led a project team consisting of Marketing, Network Operations, Engineering, and Finance to complete a full life-cycle implementation of a new product into six markets contributing $1M of revenue the first year. 
•	Collaborated with Finance to design and implement a simplified IP pricing matrix for Sales that reduced confusion and exceptions while helping to increase sales by 5%.
•	Designed curriculum and trained all new sales hires on IP Products and order entry process for vendors such as AT&amp;T.
•	Collaborated with IT vendor to develop requirements for a new product catalog/order entry system designed to reduce entry, fulfillment, and invoicing errors by standardizing product lines and improving reporting metrics.

Sr. Product Manager

Product Manager for Private Line/Access (2000-2003)

•	Managed strategy, product development, pricing, vendor relationships, training and support for U.S. business market (Private Line: $800M Annual Revenue/Access: $2B Annual Revenue). Included monthly financial reporting, planning and trend analysis of operating metrics and revenue.
•	Developed branding, training, and operational support for implementation of new Metro Ethernet product across five new markets. 
•	Directed Building Add Request (BAR) business case process. Managed $15 million capital budget to increasing sales penetration an average of $100K annually per building. Streamlined process to decrease decision-making intervals and created guidelines that increase approval percentage by 40%.
•	Managed Direct Termination program contributing $6M annually in cost savings. Identified potential fraud and successfully decommissioned program when operational costs exceeded projected savings.

Local Service Business Development (1998-2000)

•	Responsible for curriculum development, training, and support of Business Development teams. Program included education on: pricing, regulatory/tariff guidelines, network feasibility, billing, and business policies. 
•	Facilitated special assembly process and standardized it to eliminate 2 day decision interval and decrease workload by 50%. 
•	Identified and compiled revenue and cost information to create margin analysis model used for city and customer-level detail reporting. Analyzed over 250 local service business cases in 81 different markets based on ROI and profit margins.

Product Manager

Interstate/Johnson Lane (Wells Fargo)

•	Originated research coverage focusing on the healthcare services industry.

Research Analyst

I implement SalesForce and HubSpot Customer Relationship Management (CRM) software systems for mid-sized Sales & Marketing teams so they can work together more effectively to develop stronger and more profitable relationships with their prospects and customers.

By implementing these CRM systems, I help companies organize, integrate and develop their inbound marketing channels along with their outbound sales processes into one online platform, so they can grow [organically] together and scale effectively and avoid MQL Hell🔥 

Specialties: 
•	Certified as BOTH a SalesForce & HubSpot CRM Consultant
•	Marketing Automation (MA) + Customer Relationship Management (CRM) working together
•	Lean/Agile Sales Process Improvement
•	Lead/Demand Generation
•	Sales Enablement & Playbooks

Taplio

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