About William
I help businesses to understand and optimize their processes on Salesforce by creating No-Code solutions that automate time-consuming and repetitive processes on Salesforce that your employees like and use, allowing them to focus on value-generating tasks and save time.
What I can do for you:
- Implementation and migration to Salesforce;
- Cross-platform integrations to unify operations and reduce administrative and manual tasks;
- Solve complex automation needs and develop SF data structures ;
- Teach your team how to use SF;
- Coordinate and manage SF developers for further customization;
- Implementation and project management with an agile approach;
- Understand the business needs and interest of different stakeholders in the organization;
- Simplify challenges to provide quick and sustainable solutions.
French
Native or bilingual
English
Native or bilingual
German
Native or bilingual
Spanish
Fluent
Dutch
Fluent
Remote only
Primarily works remotely
Experience
- Loyamo GmbH
On Malt
Hubspot Tracking - replication of Zapier process in PipedriveAugust 2022 - September 2022Zurich, SuisseZapier Integration in Hubspot environment of the client broke. Re-creation of process in Pipedream to solve the issue and ensure that the lead gen process in CRM of client resumes in a timely manner.- Analysis of HubSpot trigger and data field mapping for custom conversion- Setup of Pipedream account- Replication of flow and trigger- Installation of Google Ads library- Coding of the API call for sending a custom action- Testing of integration- Deployment - Terra GroupeSalesforce Implementation and Sales AutomationENERGY AND UTILITIESFebruary 2022 - Today (4 years and 4 months)Created a highly automated and mentored sales process on Salesforce allowing a new sales agent to work independently in a highly complex and regulated industry in a short time frame.Key activities:- Consulting on the strategic development of the client's IT infrastructure;- Structuring of the database to reflect the client's industry-specific needs;- Creation of flows in Salesforce to track and monitor sales contracts to ensure legal compliance of the sales process;- Automatic generation of qualified leads based on criteria established by the agent (e.g., credit rating, NAF code, company size, etc.)- Anti-fraud validation process;- Automatic generation and matching of potential supplier offers according to several technical criteria, based on the needs of the client's customers. Automatic assembly of these offers into sales documents.
- Ender Diagnostics AGSalesforce Implementation and Sales AutomationBIOTECHMay 2021 - Today (5 years and 1 month)Berne, SwitzerlandImplemented Salesforce in a 100 people organization and integrated with several of their existing systems (accounting, website, lab system, etc.)Key activity:- Integration of a fully autonomous sales system (scoping, development, iteration) for several sales pipelines (B2C and B2B);- Implementation of an after-sales support center (query management, inbound communications, complaint management process in the context of their regulatory obligations);- Development of several customer portals.
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Education
- Master of ArtsUniversität St.Gallen (HSG)2019Master of Arts HSG in Business Management
- Administración y Dirección de Empresas - Business in SpainUniversidad Pontificia Comillas2017Administración y Dirección de Empresas - Business in Spain