Sales Logix CRM Implementation
Managed a team of four people in the installation and extensive customization of the Sales Logix software. Planned and directed the data conversion efforts and import of several purchased prospecting databases. Developed interface to external data sources. Conducted training seminars at various locations throughout the United States for the sales force.
We made extensive customizations to this Delphi based product. This involved an intensive period of training for the programming team to learn the internal structure of the product. I also led a number of training sessions teaching the team the basics of Delphi.
Additionally, I developed a custom module for Sales Logix and a series of Excel macros and VBA modules which facilitated the exchange of data between a large number of custom spreadsheets used by the sales force and Sales Logix. This saved hours of re-keying and preserved the accuracy and integrity of the data.
Categories: Projects Tags: Access, Conversion, DATABASE, Delphi, eCommerce, Excel, Oracle, SQL Server, Windows
Knowledge Transfer and Migration Plan
Developed a knowledge transfer plan for a large insurance firm designed to bring their existing staff up to date on the latest web-based technologies. My efforts were instrumental in turning around a delicate contract problem. Also supplied planning services for establishing a national help desk.
This was an especially difficult and challenging project. I was approached with an urgent need by a contracting firm I had worked with several times. They needed someone with mainframe, PC and Web knowledge to replace a contractor who had walked off the job as the project was nearing completion.
Only after I arrived and was being asked some curious questions did I find out that I was replacing an internationally acclaimed expert in the field. A published author who had made several presentations at conferences across the globe. Needless to say, I had a steep learning curve to catch up with my predecessor. In addition to a four hour “commute.”
Despite all the cards stacked against me, I did what it took to successfully complete the task and got a nice little bonus from the firm for an outstanding job.
Cable Network Advertising Sales
For a major cable network, led a small team of developers making enhancements to and deploying a system that provided salespeople with the capability to maximize advertising revenue. It let them quickly scan amongst a large demographic database and cross-referenced with the programming catalog and scheduling system to allow salespeople to suggest the most profitable time-slots and packages available at the time a potential advertiser submitted a inquiry.
Categories: Projects Tags: Advertising, DATABASE, Oracle, Paradox, Reports, Sales, Scheduling, SQL
Access Report Server
Enhance an existing Client-Server reporting tool for one of the world’s premier Cable TV Networks. My contribution consisted of adding several new reports as well as packaging and documenting the system for “Production” use.
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