Wesley Loesch is a seasoned project manager with over 12 years of experience managing teams and projects. He has a background in process improvement and is proficient in PMI and DMAIC methodologies. He has managed projects that resulted in cost savings, increased revenue, and improved customer experiences. Currently, he is seeking new project management opportunities.
CRM Success with McElroy Manufacturing
What do manufacturers want from Salesforce CRM?
Moderated by Author & Columnist, George Colombo.
Learn how Paul Brodsky of McElroy Manufacturing, Tulsa Oklahoma, championed the vision and strategy for an industry leading CRM system in the pipeline fusion industry. And leveraged the resources of Salesforce.com Silver Consulting Partner, CRM Evangelist and Raymon Howington, to implement a best practices approach.
Moderated by author and columnist of the original "Sales Force Automation" book in 1993 and subsequent works "Capturing Customers.com", "Killer Customer Care", and "Absolute Beginner's Guide to Podcasting", George Colombo.
Topics will include:
- Gaining organizational awareness and consensus
- Prioritizing Requirements
- Overcoming Obstacles
- CRM Designs unique to manufacturing: Channel Management Quote Management Product Registration and Support Sales History Mobility
- Goldmine Data Migration
Tweet with the panelists:
Interact with Us: @raymonhowington @georgecolombo @pbrodsky
Announcing DA.PO Augury Customer Experience Lifecycle Services - feb 2014Meng Choon Tan
What makes a business unique to their clients? Hear from us as we share our views about how a customer feels privileged and appreciated by their service provider
CRM Success with McElroy Manufacturing
What do manufacturers want from Salesforce CRM?
Moderated by Author & Columnist, George Colombo.
Learn how Paul Brodsky of McElroy Manufacturing, Tulsa Oklahoma, championed the vision and strategy for an industry leading CRM system in the pipeline fusion industry. And leveraged the resources of Salesforce.com Silver Consulting Partner, CRM Evangelist and Raymon Howington, to implement a best practices approach.
Moderated by author and columnist of the original "Sales Force Automation" book in 1993 and subsequent works "Capturing Customers.com", "Killer Customer Care", and "Absolute Beginner's Guide to Podcasting", George Colombo.
Topics will include:
- Gaining organizational awareness and consensus
- Prioritizing Requirements
- Overcoming Obstacles
- CRM Designs unique to manufacturing: Channel Management Quote Management Product Registration and Support Sales History Mobility
- Goldmine Data Migration
Tweet with the panelists:
Interact with Us: @raymonhowington @georgecolombo @pbrodsky
Announcing DA.PO Augury Customer Experience Lifecycle Services - feb 2014Meng Choon Tan
What makes a business unique to their clients? Hear from us as we share our views about how a customer feels privileged and appreciated by their service provider
Centrum REMA Keynote for Developers by Harish Sharma, CEO Centrum REMACentrumREMA
The Need of The Hour for Real Estate Industry is for all the stakeholders to come together & work towards a solution. Centrum REMA along with Brihanmumbai Developers Association (BDA) had organized for an action session which brings together the most esteemed Developers & Channel Partners on the same platform. It is time we shift gears & start our journey towards achieving success in the post Corona world. This presentation are some points for Developers on HOW TO FOCUS ON WINNING IN POST CORONA WORLD AND AREAS TO IGNORE
By Harish Sharma, CEO, Centrum REMA
Sales & Relationship Managment for BankersAtul Prakash
Customer Responsiveness is going to the the key driver for growth in the sector of banking going forward. Our program on Sales & Relationship Management for Bankers has been designed by using our experience in dealing with retail as well as large corporate clients. This program will not only help in improving the customer responsiveness but will go long way in improving productivity and efficiency of customer facing bankers.
Centrum REMA Keynote for Developers by Harish Sharma, CEO Centrum REMACentrumREMA
The Need of The Hour for Real Estate Industry is for all the stakeholders to come together & work towards a solution. Centrum REMA along with Brihanmumbai Developers Association (BDA) had organized for an action session which brings together the most esteemed Developers & Channel Partners on the same platform. It is time we shift gears & start our journey towards achieving success in the post Corona world. This presentation are some points for Developers on HOW TO FOCUS ON WINNING IN POST CORONA WORLD AND AREAS TO IGNORE
By Harish Sharma, CEO, Centrum REMA
Sales & Relationship Managment for BankersAtul Prakash
Customer Responsiveness is going to the the key driver for growth in the sector of banking going forward. Our program on Sales & Relationship Management for Bankers has been designed by using our experience in dealing with retail as well as large corporate clients. This program will not only help in improving the customer responsiveness but will go long way in improving productivity and efficiency of customer facing bankers.
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Thinking on Impact Investing: Broad & Deep Impact
Broad & Deep Impact Investing, investeren voor weinig mensen em veel veranderen of voor veel mensen en weinig veranderen. Ik trek de grens tussen impact niveau 3: investeren in Environment, Social & Governance opportunities en niveau 4: oplossingen voor wereldwijde bedreigingen.
Toniic, het wereldwijde netwerk van (private equity) impact investors focust meer op asset class allocatie.
Global experience in large IT Programs over two decades in the areas of :
- Banking and financial services
- Assurance services
- System integration
- product development and implementation
- Customer and team management
- US, UK and europe geographies
- Mentor and advisor
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2. Specialties Seasoned project manager with over 12 years of progressive experience. Experienced in managing multiple remote teams, staff development, performance management, and team building. Proficient with PMI and DMAIC project methodology. Certified Six-Sigma Green Belt, process improvement and business Campaign and Project Manager. Skilled user of all Microsoft Office Suite applications, including MS Project.
3. Professional Experience Washington Mutual /JP Morgan Chase, San Francisco, CA 2007-2009 Assistant Vice President: Retail Statement Channel Campaigns(2008-2009) Senior Project Manager (2007-2009) CiTi Mortgage previously ABN AMRO Bank, Ann Arbor, MI2002-2007 Project Manager (2004-2007) Mortgage Underwriter (2002-2004) Owner Builder Loan Services, Ann Arbor, MI1997-2002 Vice President
4. Sample Projects Statement project that resulted in a statement-marketing template that could be easily used by any line of business transforming an operational business channel into a revenue-generating channel. Statement enhancements project that resulted in meeting regulatory requirements and deadlines, and added the ability to dynamically display information on a statement. Card Partnership launch (PetSmart), resulting in a unique statement and credit card plastic design. Total project implementation costs of 2.1 million dollars.
5. Sample Projects continued Managed a complete website recreation project aimed at driving prospective clients more easily to the organization, resulting in market share gains. Managed a series of self-service training modules from inception, thru implementation and tracking, resulting in a stand-alone training suite of modules designed to enhance the users experience and reduce barriers. Managed an IT project that used the results of a usability study to enhance the user’s experience, resulting in a reduction of barriers for a key business and communication platform. Managed the creation of a new instructor led distance-learning programs for clients; 78% of those polled indicated they intended to send more business based on this training.
6. Additional Highlights Selected as a Transition Team member during the WaMu/Chase re-brand to ensure a superior customer experience for approximately 8 Million customers. Manage Retail statement campaigns for more than 14 million monthly statements resulting in a 6 million dollar reduction in expenses for 2008. Supervise all statement workflow tasks for more than 8 cross functional teams, and more than 50 people resulting in fewer errors and a more consistent customer experience while lowering expenses across three lines of business. Successfully created and implemented ground-up process designed for Senior Management allowing for early impact assessment, governance, risk exposure analyses and on-going oversight for Brand marketing as well as legal/regulatory compliance.
7. Education / Training B.A., Business Administration Cleary University, Ann Arbor, MI Associate Degree, Applied Science and Energy Jordan College, Cedar Springs, MI Six Sigma Green Belt Practitioner