Charlotte Bergan

salesforce admin/consultant with 10+ years exp.

Peut se déplacer à Paris

  • 48.8546
  • 2.34771
Proposer un projet La mission ne démarrera que si vous acceptez le devis de Charlotte.
Proposer un projet La mission ne démarrera que si vous acceptez le devis de Charlotte.

Localisation et déplacement

Paris, France
Peut travailler dans vos locaux à
  • Paris et 10km autour


Durée de mission
  • ≤ 1 semaine
  • ≤ 1 mois
  • entre 1 et 3 mois
Taille d'entreprise
  • 1 personne
  • 2 - 10 personnes
  • 11 - 49 personnes
  • 50 - 249 personnes




Compétences (12)

Charlotte en quelques mots

For the last 10 years I've implemented Salesforce in a variety of different companies, ranging in size and industries. My primary focus has been on sales process design, end-user best practice implementations and salesforce adoption.

My design principals are:

1. The sales process must reflect client's best practices
2. Salesforce must easily facilitate execution of the sales process and achieving sales objectives
3. Salesforce must increase everyone's speed and efficiency
4. The solution must be simple and intuitive to use on any device


Sales Optimizer

Conseil & audit

Senior Consultant and VP of Apps

Orlando, États-Unis d'Amérique

novembre 2014 - décembre 2020

Oversaw product management of Sales Optimizer’s Salesforce apps: Account Optimizer (AO), Sales Process Optimizer (SPO), and Mass Edit Optimizer (MEO), a subset of our diverse portfolio of Account and Sales Planning apps.

Primary responsibility was to work directly with our clients and development teams alike, to help design, review, and release new functionality within our Salesforce Apps to enhance end-users’ value of Salesforce as a sales tool.

Managed design/redesign of Salesforce orgs as well as global deployments of Sales Cloud involved from end to end. Writing User Stories, Configuring Sales Cloud and Lightning (objects, process builders, workflows, profiles, security, approval processes, lightning layouts, etc.)

Sales Optimizer

Conseil & audit

Client Success Manager & Consultant

Orlando, United States of America

août 2010 - novembre 2014

Project Manager for some of Sales Optimizer's most strategic clients

Assist in running Business Process Reviews to gather technical and functional business requirements for implementations of that align to current business needs and pain points.

Provide on-going communications between client executives and Account Managers, as well as ongoing training, customizations, and support.

Act as Delivery Lead for various clients, participating in declarative customizations and data migration efforts.

Deliver formal in-person and web-based training sessions to client's managers & sales level roles.

Recommandations externes