This document provides a summary and resume for Roger E. Bannister, who has over 35 years of experience in business development, operations, sales, and consulting. He has extensive expertise implementing and customizing Salesforce CRM systems for various industries. The resume highlights his technical skills and experience with Salesforce administration, development, and customization projects for clients in sectors such as manufacturing, education, healthcare, and non-profits. Client references praise his expertise, communication skills, and ability to understand organizations' needs and customize Salesforce solutions accordingly.

1. Roger E. Bannister
3315 Route 148, Nashwaak Bridge, NB E6C 1W8
Phone: (506) 478-0221
E-mail: rogerbannister@xplornet.ca
Website: ca.linkedin.com/in/rogerbannister
Summary
Business and Operations professional with extensive experience in CRM and ERP:
 Business organization,
 Process and metrics development
 Reporting and analysis
 Excellent communicator
 Extensive experience with change management
Currently seeking new opportunities in contract consulting. I bring to the table 35 years of direct
experience in sales, operations, business development, marketing, process improvement,
channel development and management in both front line and managerial roles with local,
national, and global responsibilities.
Key Peer Acknowledged Skills: Sales Operations, Strategic Planning, Team Building,
Forecasting, Process Improvement, Leadership, Business Planning, Negotiation, Analysis
Market Experience: Social Media, CRM, SaaS, Education, On-Line Training, Fiber Optic
Connectors/Transceivers, Telecom Systems, Telecom Service Provider, Industrial Manufacturing,
Medical Appliances, Surgical and Diagnostic Equipment, Electronic Components and Systems,
Reprographics Systems and Equipment, Print Media Advertising, Military Procurement,
Aerospace
Geographic Experience: Canada, USA, France, Germany, Switzerland, Hong Kong, China,
Taiwan, Japan

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Skills
 Business Planning (Advanced, 20+ years experience)
 Process Improvement (Expert, 20+ years experience)
 Strategic Planning (Expert, 20+ years experience)
 Strategic Sales and Market Planning (Advanced, 20+ years experience)
 Sales Training and Development (Advanced, 10 years experience)
 Sales Analysis (Advanced, 10 years experience)
 Customer Relations (Expert, 20+ years experience)
 Market Planning (Advanced, 3 years experience)
 Microsoft Office (Advanced, 20+ years experience)
 Negotiation (Expert, 20+ years experience)
 Pricing (Intermediate, 3 years experience)
 Proposal Writing (Expert, 20+ years experience)
 Sales Management (Advanced, 15 years experience)
 Sales Operations (Expert, 10 years experience)
 Salesforce.com System Administrator (Advanced, 8 years experience)
 Team Building (Advanced, 10 years experience)
 CRM Development and Implementation (Advanced, 5 years experience)
Salesforce Experience - Salesforce.com CRM System Administrator (8 years)
Experience with Group, Professional, Enterprise and Unlimited Editions including:
Administration
 User Creation and Management, Permission Sets, Profile Creation, Role Hierarchy
Development, User Training and Support
 Supplemental Application Integration and Implementation (Great Plains ERP, Syspro
ERP, Outlook, Mailchimp, Hubspot and others)
 Territory Management organizing sales structure into territories based on geography,
named accounts, industry/verticals and other criteria
 Security Controls from organization wide defaults down to field level security as well as
session settings and login policies
 Creation of templates for letterhead, email and mail merge.
 Data importation using Data Loader to create new records and update existing records
 Mass transfer, delete and re-assignment of Lead, Account and Opportunity records
Build
 Customize standard objects with custom fields, validation rules, page layouts, settings ,
button, links and actions, record types etc.
 Forecast function implementation
 Price Books and Products implementation
 Reports and Dashboards across all objects and joined reports
Create
 Custom Objects
 Custom Applications
 Workflow Rules and Approval Processes

3.  Resume: Roger E. Bannister
 Page 3 | rogerbannister@xplornet.ca
Significant Salesforce Projects
Merger and Acquisition
Team Lead for migration of 50,000 Account Records and associated Contact, Opportunity and
Activity records from Radian6 SFDC Org to Salesforce Parent Org post Radian6 acquisition by
Salesforce. Managed creation of data migration files and data integrity and quality.
Municipal
Creation and Upload of new Building and Equipment records for Municipal government client in
SFDC Custom Insurance Risk Management Application requiring extensive data alignment and
cleansing as well as creation of additional custom fields and reports functionality.
Non-Governmental Organizations
Extensive projects for consumer financial services advocacy non-profit, regional business
development non-profit, new immigrant integration program sponsored by a community non-profit
agency. Audit and document existing user profiles/roles (permissions etc.) used in CRM and
provide recommendations for aligning user profiles/roles with the job descriptions. Audit and
document high level summary of usage of the system - goal is to understand how features and
modules have been adopted and utilized by existing users to date. Develop a training plan that
supports the on-boarding process for each user role and provide self-service help for existing
users. Written documentation and video clips with step-by-step instructions and screenshots for
common use cases.
Healthcare / Nutriceutical
Re-launch of Salesforce providing User training and basic sales skills training. Customization with
fields and page layouts. Instruction and development of HTML email templates for Marketing
efforts as well as use of Campaigns object. Additional development of report capacity and data
cleansing. I am currently working with this client on a custom “Patient Relations Management”
application targeting a defined niche market. It is based on the Force.com platform and I have
completed development of a “minimal viable product” with the creation of (3) custom objects.
Manufacturing
Re-launch of Salesforce CRM including customization of fields, page layout and business
process in order to align with the client internal processes. Implementation of Products and Price
Books, Web to Lead functionality, integration of ERP data to CRM, Reports and Dashboard
development, custom Order object and implementation and integration of e-commerce solution.
Education
Co-development of a fully custom student management CRM tracking all aspects of student
engagement i.e. enrolments, course participation, grading etc for an online university all on the
Force.com platform.

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Client References
Lee H. Corey (Founder Corey Nutrition Company Inc.)
Initially, we hired Roger to help simplify and streamline our Salesforce CRM. He quickly became our "go to"
guy for all things SFDC and now acts as our on call SF Administrator. This allows our people to focus on
selling. Roger is an excellent instructor and communicator. He understands the sales process and how to
optimize SF to separate the facts from any sales bullish*t.
Anne Cullen (Settlement and Employment Coordinator, YMCA Saint John)
I worked with Roger on a project to customize the Community Edition of Sugar CRM to our needs as an
immigrant-serving agency. It was a pleasure. He took the time to understand our organization and our
processes and was able to suggest useful improvements to how we manage and store client data. He found
innovative solutions that enabled us to get what we needed within our budget constraints. He was able to
explain options in language that we could understand, as non-technical clients. He clearly knows what he's
doing! Nothing I asked for was too much trouble. I strongly recommend him.
Terri Shaw (Director, North American Sales, Sabian)
Our company hired Roger to assist with Salesforce implementation, and also to train our staff on using
Salesforce. Roger is very knowledgeable and did a great job of not only achieving our initial objectives, but
also making suggestions on additional ways Salesforce could be beneficial to our business. He was a great
resource for our team on any questions, and does a good job of instructing others.
Randy Anchikoski (Software Consultant, Accreon Inc.)
I developed a Salesforce solution with Roger over the course of many months from the design phase to
implementation. Roger is enthusiastic and has broad business and technical expertise to ensure that the
client gets the service they require. He is very proficient in Salesforce and knows the environment so well
that he can establish the most efficient architecture. I have learned a great deal from Roger and hope that
we can work again soon. He is an excellent member of a solution team.
James Pullman (Systems Administrator, Cutsforth, Inc)
Roger assisted our company with a large Salesforce package implementation and deployment and was a
pleasure to work with. He was also quite helpful whenever called upon after the deployment. We look
forward to utilizing Roger's experience and services as needed moving forward.
Stacey Doyle (Executive Director, Sophia Recovery Centre)
Roger is a responsive and efficient consultant. He has been an immeasurable asset to our non-profit
organization by assisting us with customization of Salesforce to meet our unique needs for data capture,
analysis, and reporting. He is passionate about the need for all human services organizations to
demonstrate the impact and value in the work we do, and the importance of determining return on
investment for funders. As a volunteer, Roger has been very generous with his time, helping Sophia
Recovery Centre develop a product that will enable us to evaluate programs and services, as well as
outcomes for the individuals we serve, more efficiently and accurately.