Lynn Shield

Lynn Shield

Summary

  • SalesForce.com implementation, training and customization
  • Provide key sales analysis & strategic support for sales, sales operations, marketing, customer service and financial teams. (KPI's)
  • Passionate and proactive visionary in driving the adoption and value of the usage of CRM Tools.
  • Strong quantitative analysis skills.
  • Experienced in leading change.
  • Clear presentation of metrics and data.
  • High level problem solving skills.
  • Demonstrated ability to select, organize, lead and facilitate a team to produce results.
  • Demonstrated ability to train, guide and assist others to perform complex assignments and to improve troubleshooting, decision making, organization, time management and communication skills.
  • Ability to produce high quality work with key attention to detail, detail-oriented and quality minded.
  • Strong commitment to customer service.
  • Strong communication, planning and influencing skills. (bilingual English/French)
Specialties

Sales Operations Management. SalesForce.com and other CRM Administration.

Skills

Skills

Sales and Support Management

Managed:  administration, sales order processing, shipping, customer service, sales, inside sales and technical support teams. Managed third party Manufacturer Sales Representative contracts, tracked sales and processed commissions. Managed third party logistic companies. Recruited, interviewed, hired and trained new staff. Supported individual professional development through training, mentoring and promoting team spirit. Created processes and procedure manuals for administration, sales and technical support. Two years of software sales, successfully met sales targets with growth over target from 125% to 150%. Maintained the highest sales record for three consecutive quarters, closed the two largest deals for the company.

CRM Database Administration

SalesForce.com implementation. Administration of SalesForce Database. SalesForce.com Training. Implementation of new processes in SalesForce.com to enhance sales results, including automated approval processes. All training and processes are implemented from a Sales Operations perspective ensuring the sales team adopts the usage of the software. Provide Key sales analysis & strategic support with reports and dashboards to give clear presentation of metrics and data. Experienced with CRM Fusion (PeopleImport, DupeBlocker, DemandTools) for SalesForce.com data quality. Implemented Strike Iron for data quality Used Birst (BI) for more indepth analytics and KPI's Administered Manager 2000 (M2K) database at Excel Tech.

Sales Operations Management

 Collaborate with executives and sales management to ensure timely, appropriate implementation of processes to enhance sales results. Responsible for creating, implementing and monitoring infrastructure to enhance and support operations of the sales force, including sales reporting and sales analysis. Generated pipeline reports, worked with inside and outside sales teams on their forecasts reviewing win strategy, key risks and corporate requirements to ensure successful completion of sale. Worked in partnership with finance regarding reconciliation of bookings and audits. Identified tools, processes and technologies to enhance sales force effectiveness and productivity, mobilized the appropriate support functions necessary for successful completion. Built and maintained strong business relationships with channel partners and global field sales team and educated both on company initiatives as they pertain to sales operations. Timely and accurate implementation of local and corporate initiatives with the ability to contribute directly to solutions concerning complex client account issues.

Work History

Work History
Sep 2008 - Present

President

PCC393 Eagle Ridge - Board of Directors

Director, and Shared Facilites Representative for PCC 393

Feb 2011 - Present

Consultant

ShieldForce Inc.

  • Managed Users, Roles, Currencies, Company Hierarchy and Profiles for 75+ users
  • Defined Security Settings, Sharing Setting and Field Accessibility.
  • Customized Lead Tabs to include fields that required reporting on, Defined Field Accessibility as required,
  • Maintained and up-dated field picklists as required, created validation rules and field dependencies,
  • Created Workflow for Automated emails to Channel Partners when status was set to “Forwarded to Channel Partner”,
  • Configured automatic leads assignment rules to forward leads by product, geography, house and government accounts (29 rules).
  • Customized Opportunity Tabs to include fields required for reporting, Defined Field Accessibility as required.
    • Created Workflow for processing Quotes.
    • Created Workflow for accepting Purchase Orders.
    • Created Workflow and Approval process for Closed-Won Opportunities requiring Management approval prior to processing order.
    • Managed and up-dated products and product fields as required.
  • Member of Change Management and SalesForce Support teams, providing helpdesk style support (Using CASE in SalesForce) implementing ad-hoc requirements (new fields, notifications etc.), training and general support.
  • Ensuring Management needs were developed  in a stream-lined process to encourage sales rep usage.
  • Evaluated and tested software when the granular need of de-dupping went beyond SalesForce.com’s capabilities, presented key values to Management team and implemented CRM Fusion (PeopleImport, DupeBlocker, DemandTools) for SalesForce.com data quality.  Over 50,000 duplicate leads/accounts and contacts were deduped and the new PeopleImport not only avoided duplications but provided a breakdown of new leads updated leads and updated contacts.
  • Worked closely with Marketing team to assist with campaign management, provided training and created Campaign Import templates to ensure proper import of information in SalesForce.com.
  • Created new merged documents for streamlined sales tasks Using Draw Loop (DDP’s).
  • Migrated Sugar Database into SalesForce.
  • Birst Administrator, managing users, creating reports and dashboard for business intelligence (BI solutions) analytics and metrics beyond what SalesForce.com can provide.
Feb 2001 - Jul 2005

Sales Operations Manager

http://www.logitech.com

From February 2001 to May 2004 the company was Intrigue Technologies Inc.

Title: Sales & Supprt Manager.  Logitech purchased Intrigue Technologies May 2004

Jul 1998 - Nov 2000

Inside Sales Manager

Excel Tech Inc.

Education

Education
Sep 1989 - May 1993

Bachelor of Arts

University of Guelph