I have been using Salesforce since 2011. I am well versed with the Pardot integration for markting, as well as the Accounts, Opportunities, Dashboards and Reporting functions. I tailor solutions for clients to help them track pipelines, develop their sales teams and establish insightful analytics and reports.

I have also helped several clients migrate to and from Hubspot and Salesforce. I have used all aspects of Hubspot and have some experience with Microsoft Dynamics, ZoHo and PipeDrive,

Daily management of CRMs includes: campaigns, drip programs, integrations, website forms, monitoring, reporting and showcasing results to the team

  • Ensure contact records are filtered correctly, and lists are correct for matching campaigns

  • Provide insights into marketing campaign/asset/email results and measure effectiveness and provide alternate strategies

  • Maintain best practices for Marketing Automation Platforms, including naming conventions, list management, lead flow, etc.

  • Create flow maps of lead actions and results to routinely review with team

  • Create standardized templates and other assets for ease of campaign management

  • List Management, Campaigns, Report Creation, Lead Management and List Views Development

  • Create custom reports to track leads through the full sales funnel

  • List research, acquisition, segmentation, management and analysis

  • Complex drip campaigns

  • Creative idea generation and email building within Pardot environment

  • Copywriting and copy editing