
Rob W.
CRM Administrator | Microsoft Dynamics 365
Salaire / Taux journalier
Royaume-Uni
Freelance
Expertises
Langues
À propos
Introduction
CRM specialist with 10+ years of experience in Microsoft Dynamics implementation and system administration. Expert in training end-users, optimizing CRM workflows, and supporting 120+ stakeholders across FMCG and charity sectors. Skilled in Power Platform, stakeholder engagement, and translating business requirements into functional solutions that drive efficiency and user adoption.
Expérience de travail
CRM Officer
Yorkshire Cancer Research
mars 2021 - Présent
5 ans 8 mois
CRM Administrator
SimplyBiz Group
oct. 2019 - mars 2021
1 an 6 mois
Huddersfield, Royaume-Uni
My key responsibilities include; • Training end users in various aspects of Microsoft Dynamics CRM. • Assisting the CRM Manager with the implementation of long-term strategic goals for achieving & maintaining high data quality. • Maintaining policies and procedures for administering Microsoft Dynamics CRM • Creating end-user documentation • Documenting and Testing updates to Microsoft Dynamics CRM • Ensuring CRM applications/solutions meet business objectives and fulfil end user requirements. • Identification & resolution of CRM issues • Performing analysis of business data.
Heineken UK
janv. 2014 - oct. 2019
5 ans 10 mois
Tadcaster LS24, Royaume-Uni
Application & Project Support Executive
mai 2015 - oct. 2019
4 ans 6 mois
Tadcaster LS24, Royaume-Uni
A fast moving role which involves supporting the progression of the SEM (Sales Execution Mobile) app which is used by over 120+ front line sales colleagues. The role involves every day use of Microsoft Dynamics, SAP, SharePoint and regular use of the HPQC testing system. My daily tasks involve issue resolution and prevention, providing training for the app and Microsoft Dynamics, working with stakeholders to understand their requirements and working with IT teams to build functionality based on these within certain project management methodologies. I am a key user for the UK business in regards to the application and act as one of their representatives in regular conversations with the global business and support teams from third party companies.
Sales Support Executive
janv. 2014 - mai 2015
1 an 5 mois
Tadcaster LS24, Royaume-Uni
The role involved providing administrative support for two regional sales teams. General daily tasks included completing point of sale orders, working with marketing teams on campaigns and arranging invoice payments to third parties. During my time in role I worked on and created new cost-saving processes for the point of sale orders, both reducing the amount of unnecessary hard copy presentation material being produced and reduced the amount of duplicate orders being created.
Key Account Manager
DALESIDE BREWERY LIMITED
oct. 2013 - janv. 2014
4 mois
Harrogate, Royaume-Uni
Responsibility for developing relationships with existing and new customers. Daily Tasks included maintenance of CRM system, production of presentation material & management of customer issues. The role was split between office and field based.
Senior Tele-Account Manager
Molson Coors
juil. 2003 - oct. 2013
10 ans 4 mois
Leeds, Royaume-Uni
Managed a portfolio of over 150 varied outlets working with colleagues at a variety of levels to plan for and out-perform sales targets. Daily tasks included providing high levels of customer service support to a number of different stakeholders (always scoring above 90% in customer satisfaction surveys), making calls to assigned customers to take orders and develop business, analysis of data to establish further opportunities, prospecting for new business along with working with third party suppliers to ensure effective office-based promotions. During my time in role, I worked as part of a successful project to establish new teams for regional pub groups and acted as key support for the business. I worked as part of an on-line development team which increased the number of customers ordering on-line by 5% in three months. I also drove improvements to customer deliveries in my role as office liason with a third party logistics company used by Molson Coors and gained valuable field sales experience by completing a six month secondment covering a patch in North Wales.
Formation
University of York
Bachelor of Arts - BA, History & Applied Social Studies
1994 - 1997
3 ans 1 mois
Résultat : 2:2
Licences et certifications
Project Management Tips
Délivré le : mars 2021
Scrum: Advanced
Délivré le : juil. 2020