Customer Relationship Management (CRM)

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Program Assessment and Evaluation
Eric A Canny

$5.00/min

Phoenix, Arizona

I have doctoral level training in both qualitative and quantitative research. My experience includes development of new, globally scaled, assessments and evaluation systems in the areas of; program satisfaction, stakeholder/customer satisfaction, academic program outcomes, employee and stakeholder success and wellness. Data driven decision making is necessary for organizational success, the challenge is to get to the data and then what to do with it. I have a proven track record in both.

  • Business Strategy & Planning
  • Design Thinking
  • Business Innovation
  • Customer Relationship Management (CRM)
  • Customer Service
  • Human Resources
  • Professional Development
  • Operations & Management
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Executive Sales, Business Development, Marketing
Abraham Levine

$4.00/min

Minneapolis

Created sales for 70,000+ trucks in a channel-based SaaS environment, $20 million sales to an automotive company via opening up that new market, winning Vendor of the Year in China, first for a foreign company turning around a consumer wireless business from subscriber losses to gains and cah flow from negative to positive. Having run sales, marketing and business development teams in the US and worldwide, I am ready to help develop sales and marketing plans that encompass direct sales, channel-based sales along with supporting marketing plans to both drive and augment sales efforts. I can help evaluate current sales teams, help create new ones, and work on innovative marketing plans to complement sales programs. Indirect, or channel-based sales in particular need a different approach to sales, marketing and support for channels. I can help design these programs and create a seamless operation from strategy through sales and marketing, through support. In one engagement, for example, I created and deployed a sales channel and all the requisite marketing programs for a company with no prior experience in the industry which resulted in sales of a SaaS-based product deployed on over 70,000 trucks. I also won vendor of the year from one of China's largest companies, first for a foreigner, and working with them to deploy the software and services throughout Africa and the Middle East. I also developed unique marketing programs and became a staple for call-ins and interviews on Sirius/SM, for example in addition to speaking at conferences, featured in publications, managing trade shows and more.

  • Strategic Partnerships
  • Customer Relationship Management (CRM)
  • Personal/Professional Branding
  • Marketing
  • B2B and B2C Marketing Strategy
  • Product Marketing
  • B2B Sales Execution
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Process Improvement
SCOTT YOUNG

$3.75/min

Meridian, TX

Process Improvement strategist; I have helped businesses of all sizes grow substantially in sales and profits while keeping costs low. I build high-performance teams and execute strategic assessments coupled with executive advisory services. Clients recognize that I listen to them and solve their problems. I never try to force them into a platform or direction against their will and I work well with their teams to identify solutions that are cost-effective and timely. I have held the positions of CFO, CIO, Executive Consultant, Controller, General Manager and Director of Business Development with various companies and I thrive on learning and growing.

  • Business
  • Business Strategy & Planning
  • Business Transformation
  • Customer Relationship Management (CRM)
  • Functional Leadership
  • Corporate Finance
  • Professional Development
  • Leadership & Management
  • Executive Coaching
  • IT Strategy
  • Change Management
  • Management Consulting
  • Operations & Management
  • Project Management
  • SaaS
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Entrepreneurial Operating System (EOS) Implementation
Gail Woronick

$2.00/min

Los Angeles

EOS is a simple set of concepts and tools that synchronize how organizations meet, solve problems, plan, prioritize, follow processes, communicate, measure performance, clarify roles and manage. It helps firms gain traction.

  • Business
  • Business Strategy & Planning
  • Business Transformation
  • Technology
  • Customer Relationship Management (CRM)
  • Functional Leadership
  • Leadership & Management
  • Executive Coaching
  • Productivity Coaching
  • Start Ups
  • Management Consulting
  • Organizational Leadership
  • Operations & Management
  • Start Up Strategy
  • Small Business Coaching
  • Tech Start ups
  • Scaling a Start Up
  • Banking & Financial Services
  • Real Estate & Construction
  • SaaS
  • COO
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Strategic planning and optimization of people, processes and systems
Gail Woronick

$2.00/min

Los Angeles

Assist firms with strategic planning and optimizing people, processes and systems by putting the right people in the right seat, streamlining workflow processes and using technology to automate.

  • Business
  • Business Strategy & Planning
  • Business Transformation
  • Technology
  • Customer Relationship Management (CRM)
  • Functional Leadership
  • Leadership & Management
  • Executive Coaching
  • Productivity Coaching
  • Start Ups
  • Management Consulting
  • Organizational Leadership
  • Operations & Management
  • Start Up Strategy
  • Small Business Coaching
  • Tech Start ups
  • Scaling a Start Up
  • Banking & Financial Services
  • Real Estate & Construction
  • SaaS
  • COO
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Interactive Dashboards (Excel and PowerBI)
Omar Arias

$5.00/min

Caracas, Venezuela

Eye-catching interactive dashboards fed automatically online or from files. Great for real-time KPIs, Balanced Score Cards, Management Control. Well designed and tailored for different levels of the organization.

  • Business
  • Global Strategy
  • Data Science
  • Customer Relationship Management (CRM)
  • Corporate Finance
  • CXO Corner
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Operations Strategist
Jay Milligan

$5.00/min

Houston

Working jointly with a $140 million National Real Estate Title Insurance Underwriter and their Private Equity investor, responsibilities included developing the planning and execution of the strategies of the holding company to meet near term and long-term organizational objectives. This included M&A, strategic partnerships, top line growth and sales and marketing. • Captured fast growth in customer satisfaction scores with YoY revenue upturn of 19% by building a comprehensive customer experience program. Leveraged lead generation, pipeline management tools, customer journey touch points, training, customer survey and loyalty data. Phase 2 roll-out across national platform completed in Q4 2017 with YOY revenues in excess of $40 million. Headed 2000+ user CRM platform implementation and adoption initiative while successfully developing and testing predictive analytics, artificial intelligence and machine learning tools to provide additional insights. Spearheaded 500% growth leading 14 offices across the Southeast and Southwest regions from $31M annual revenues to $200M to become the second largest region. Retained to expand and improve global performance. Relocated overseas to open, build and execute Asian market strategy. Participated in Deloitte management spinoff and initial public offering [IPO]. Implemented new data management structure to enable monthly standardized management reporting, identification of key performance indicators, territory management and strategic accounts program.

  • Business Strategy & Planning
  • Business Transformation
  • Growth Strategy
  • Artificial Intelligence (AI)
  • Customer Relationship Management (CRM)
  • Functional Leadership
  • B2B and B2C Marketing Strategy
  • Big Data, Analytics & BI Strategies
  • Mergers & Acquisitions
  • Organizational Leadership
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Leadership Development
Elise Nobileau Forget

$3.50/min

Montreal

Effective leadership is based on a multiple set of skills that lead to high performance from the executive team and employees across the entire business. Its essential ingredients are trust which then leads to effective a defined mission with matching values, a vision, sound strategic planning, a consistent communication strategy, developing KPIs, following and publishing its metrics, implementing performance management systems, increasing safety, and ultimately influencing followers to perform in ways that advance the mission of the company. Coaching services focus on providing the training, brainstorming, consulting and accountability necessary to advance leaders to the next level helping them to: • Create space for strategic thinking • Delegate to their team more effectively • Improve their team and company engagement • Sustain high performance in their teams • Work in a more Agile way • Improve their time management • Enhance their communication skills for greater influence and impact • Find how they can overcome the ways they sabotage themselves • Improve trust within their team • Identify roadblocks and how to surmount them • Identify outcomes that are detrimental to their professional success

  • Strategic Partnerships
  • Business Strategy & Planning
  • Growth Strategy
  • User Experience (UI/UX)
  • Customer Relationship Management (CRM)
  • Corporate Finance
  • Human Resources
  • Professional Development
  • Leadership & Management
  • Executive Coaching
  • Productivity Coaching
  • Start Ups
  • Entrepreneurship
  • Organizational Leadership
  • Digital & Emerging Tech
  • VC, Funding & Crowd Funding
  • Lean Start up
  • Early Stage Start ups
  • Tech Start ups
  • Banking & Financial Services
  • Telecom
  • Real Estate & Construction
  • Hospitality & Tourism
  • E Commerce
  • SaaS