Architect, configure and deploy Salesforce.com for Non-Profits (Enterprise Edition). Services include systems and data architecture, data migration strategy planning and overall deployment program management. Both of these organization have extensive data stores requiring careful ETL (extraction, transform and load) of historic donation, household, event and organizational data from legacy systems to SFDC.
Customer Support
Development of a customized SFDC Client Services Portal for a world-wide software publisher in Boston. The portal uses the SFDC Self-Service functionality to allow secured web access to named customers in the SFDC Contact record to log and view Cases, display version-specific technical documentation and provide custom reporting. AppExchange product used for ETL is Informatica On-Demand. I am providing overall program architecture, design and management, while CV is providing web development and coding services.
Sales and Marketing Optimization
Salesforce.com Health Check - Perform an overall useability study and optimization of the data schema, page layouts, web-to-lead functionality and importation of purchased lead data. Integration of AppExchange products (Vertical Response and Google AdWords).
