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A B C D E
Company Role Duties Goal Achievement
Honeywell Analytics
(HA)
Project Manager
Research CRM
solutions
Find replacement
CRM for legacy
CRM: Sales Logix
Selected
Salesforce.com
Honeywell Analytics-
Portables
Salesforce
Implementation
Requirements
gathering
Create
requirements
gathering document
Implementation of
Salesforce for
Portables division
Honeywell Analytics Data Migration
Collate, clean and
then migrate data
from Marketing,
Sales and legacy
CRM data bases into
Salesforce
Migrate data into
new Salesforce CRM
Successful migration
of data
Honeywell Analytics-
Portables
USA/Canada
Salesforce Trainer
Training of HA-
Portables Sales,
Marketing, Service
and support staff
Training of HA-
Portables Sales,
Marketing, Service
and support staff
Training of HA-
Portables Sales,
Marketing, Service
and support staff
Honeywell Analytics-
South America
Salesforce
Implementation
Requirements
gathering,
Salesforce
configuration and
training of sales and
support staff
Implementation of
Salesforce CRM for
South American
division of
Honeywell Analytics
Implementation of
Salesforce for
Business
Development
division with new
Account, Contact
and Opportunity
record types
Honeywell Analytics-
Europe
Salesforce
Implementation
Requirements
gathering,
Salesforce
configuration and
training of Sales,
Marketing and
support staff
Implementation of
Salesforce CRM for
European division of
Honeywell Analytics
Implementation of
Salesforce for
Business
Development
division with new
Account, Contact
and Opportunity
record types
Honeywell Analytics-
Asia
Salesforce
Implementation
Requirements
gathering,
Salesforce
configuration and
training of sales and
support staff
Implementation of
Salesforce CRM for
Asian division of
Honeywell Analytics
Implementation of
Salesforce for
Business
Development
division with new
Account, Contact
and Opportunity
record types

2. 1
A B C D E
Company Role Duties Goal Achievement
9
10
11
12
13
Honeywell Analytics-
Industrial Canada
Salesforce
Implementation
Requirements
gathering,
Salesforce
configuration and
training of sales
staff
Implementation of
Salesforce CRM for
Industrial-Canada
division of
Honeywell Analytics
Implementation of
Salesforce for
Business
Development
division with new
Account, Contact
and Opportunity
record types
Honeywell Analytics-
Industrial USA
Salesforce
Implementation
Requirements
gathering,
Salesforce
configuration and
training of sales
staff
Implementation of
Salesforce CRM for
Industrial-USA
division of
Honeywell Analytics
Implementation of
Salesforce for
Business
Development
division with new
Account, Contact
and Opportunity
record types
Honeywell Analytics-
Commercial Canada
Salesforce
Implementation
Requirements
gathering,
Salesforce
configuration and
training of sales
staff
Implementation of
Salesforce CRM for
Commercial-Canada
division of
Honeywell Analytics
Implementation of
Salesforce for
Business
Development
division with new
Account, Contact
and Opportunity
record types
Honeywell Analytics-
Commercial USA
Salesforce
Implementation
Requirements
gathering,
Salesforce
configuration and
training of sales
staff
Implementation of
Salesforce CRM for
Commercial-USA
division of
Honeywell Analytics
Implementation of
Salesforce for
Business
Development
division with new
Account, Contact
and Opportunity
record types
Honeywell Analytics-
High Tech USA
Salesforce
Implementation
Requirements
gathering,
Salesforce
configuration and
training of sales
staff
Implementation of
Salesforce CRM for
High Tech division of
Honeywell Analytics
Implementation of
Salesforce for
Business
Development
division with new
Account, Contact
and Opportunity
record types

3. 1
A B C D E
Company Role Duties Goal Achievement
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20
Honeywell Analytics
Salesforce
Implementation
Requirements
gathering,
Salesforce
configuration and
training of Business
Development Sales
staff
Implementation of
Salesforce CRM for
Business
Development Sales
division of
Honeywell Analytics
Implementation of
Salesforce for
Business
Development
division with new
Account, Contact
and Opportunity
record types
Honeywell Analytics
Salesforce
Integration
Responsible for
adding Sales from
iERP to Salesforce
Populate Salesforce
CRM with daily sales
from iERP database
Used Demand Tools
to automatically
update Salesforce
daily with sales data
from an excel
spreadsheet
Honeywell Analytics
Salesforce
Integration
Act as technical
reference and
provide hands on
expert level
assistance to
developers for all
Salesforce technical
issues
Populate Salesforce
CRM with daily sales
from SAP database
SAP integration with
Salesforce
Honeywell Analytics
Salesforce Technical
Resource
Act as technical
reference and
provide hands on
expert level
assistance to
developers for all
Salesforce technical
issues
Create custom
object quote tool.
Global. Multi-
language, Multi-
pricebook. PDF or
WORD format
Create custom
object quote tool.
Global. Multi-
language, Multi-
pricebook. PDF or
WORD format
Honeywell Analytics
Salesforce Technical
Resource
Create custom
object to reflect
daily sales data of
HA Distributors
Create custom
object to reflect
daily sales data of
HA Distributors
Create custom
object to reflect
daily sales data of
HA Distributors
Honeywell Analytics
Salesforce Technical
Resource
Create custom
object to reflect
daily sales data of
HA Sales Managers
Create custom
object to reflect
daily sales data of
HA Sales Managers
Create custom
object to reflect
daily sales data of
HA Sales Managers
Honeywell Analytics
Salesforce Technical
Resource
Create custom
object to reflect
daily sales data of
HA Accounts
Create custom
object to reflect
daily sales data of
HA Accounts
Create custom
object to reflect
daily sales data of
HA Accounts

4. 1
A B C D E
Company Role Duties Goal Achievement
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26
Honeywell Analytics
Salesforce Technical
Resource
Act as technical
reference and
provide hands on
expert level
assistance to
developers for all
Salesforce technical
issues
Create,
customizable,
custom object to
reflect daily sales
data of HA
Accounts,
Distributors and
Sales Managers
Create,
customizable,
custom object to
reflect daily sales
data of HA
Accounts,
Distributors and
Sales Managers
Honeywell Analytics
Salesforce
Implementation
Implementation of
Salesforce CRM
Territory
Management for of
Honeywell Analytics
Global
Implementation of
Salesforce CRM
Territory
Management for of
Honeywell Analytics
Global
Honeywell
Salesforce Technical
Resource
Act as technical
reference and
provide hands on
expert level
assistance for all
Salesforce related
issues
Create template to
assist in integrating
SAP with Salesforce
in a timely and cost-
efficient manner
Create template to
assist in integrating
SAP with Salesforce
in a timely and cost-
efficient manner
Honeywell
Salesforce Technical
Resource
Act as technical
reference and
provide hands on
expert level
assistance for all
Salesforce related
issues
Create template to
assist in
implementing
Salesforce in a
timely and cost-
efficient manner
Create template to
assist in
implementing
Salesforce in a
timely and cost-
efficient manner
Honeywell Analytics-
Service Department
Salesforce
Implementation
Requirements
gathering,
Salesforce
configuration and
training of service
staff (Montreal)
Salesforce
configuration and
training of service
staff
Implementation of
Salesforce for
Service division
(Montreal)
Honeywell /
Salesforce
Salesforce Technical
Resource
Spoke at
Dreamforce
Guest Speaker at
Dreamforce. Topic:
Salesforce /
BlackBerry
integration
Created
presentation. Spoke
to conference
attendees.
Participated in Q&A

5. 1
A B C D E
Company Role Duties Goal Achievement
27
28
29
30
Honeywell /
BlackBerry
Salesforce Technical
Resource
Spoke at BlackBerry
Annual Conference
Guest Speaker at
BlackBerry Annual
Conference. Topic:
Salesforce /
BlackBerry
integration
Created
presentation. Spoke
to conference
attendees.
Participated in Q&A
AccuFund Data Migration
Migrating customer
data from legacy
systems into
Salesforce.com by
using third party
applications Data
Loader and Demand
Tools
Guest Speaker at
Dreamforce. Topic:
Salesforce /
BlackBerry
integrastion
Migration of data
for several non-
profit agencies
AccuFund Data Migration
Train clients on 3rd
party applications:
Data Loader &
Demand Tools
Train clients on 3rd
party applications:
Data Loader &
Demand Tools
Facilitated training
of several clients on
3rd party
applications: Data
Loader & Demand
Tools
Deloitte Consulting
Salesforce
Implementation
● Requirements
gathering
● IntegraƟon of
Apttus CPQ into
Salesforce.com by
using third party
application: Data
Loader
● Salesforce.com
configuration
● Configure, test,
deploy, support, and
troubleshoot of
application systems
to meet business
process
requirements
Implementation of
Apttus CPQ
5-month
Implementation of
Apttus CPQ for large
multi-national

6. 1
A B C D E
Company Role Duties Goal Achievement
31
32
33
Deloitte Consulting
Salesforce
Implementation
● Migrate customer
data from legacy
systems into
Salesforce.com by
using third party
application: Data
Loader
● Salesforce.com
configuration
● Configure, test,
deploy, support, and
troubleshoot of
application systems
to meet business
process
requirements
Implementation of
Salesforce CRM for
division of large
multi-national
2-month
Implementation of
Salesforce for
division of large
multi-national
Deloitte Consulting
Salesforce
Implementation
● Requirements
gathering
● IntegraƟon of
Apttus CLM into
Salesforce.com by
using third party
application: Data
Loader
● Salesforce.com
configuration
(Sandbox)
● Configure, test,
deploy, support, and
troubleshoot of
application systems
to meet business
process
requirements
(Sandbox)
Implementation of
Apttus CLM
ERP Guru Salesforce Trainer
Create Training
Manual
Create Training
Manual to assist in
certification of
Salesforce
Administrators
● CreaƟon of 18-
chapter Training
Manual
● Successful training
towards Salesforce
Administration
Certification

7. 1
A B C D E
Company Role Duties Goal Achievement
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35
36
37
38
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41
42
43
44
45
ERP Guru
Salesforce Technical
Resource
Support the sales
team in a pre-sale
support capacity by
evaluating projects,
estimating work
requests, providing
technical content
for RFP response
and proposal,
attending customer
calls or visits to
gather requirements
and perform
technical
presentation
demonstrating the
features of the CRM
platform to
customers
Act as a functional
resource to the
sales team, business
development team,
marketing
department and
developers for all
customer
engagements
related to Salesforce
ERP Guru
Salesforce
Implementation
Configure customer
CRM platforms to
support their
processes
Implementation of
Salesforce CRM for
2 divisions of large
multi-national
2-month
Implementation of
Salesforce for 2
divisions of large
multi-national
ERP Guru Data Migration
Data Migration
Training
Train client on Data
Loader
Train client on Data
Loader
Basati
Salesforce
Implementation
Implement TaskRay Implement TaskRay Implement TaskRay
Basati
Salesforce
Implementation
Implement
Data.com
Implement
Data.com
Implement
Data.com
Basati
Salesforce
Implementation
Implement
MailChimp
Implement
MailChimp
Implement
MailChimp
Basati
Salesforce
Implementation
Implement
Jobscience
Implement
Jobscience
Implement
Jobscience
Basati
Salesforce
Implementation
Implement
Jobscience
Implement
Jobscience
Implement
Jobscience
Basati
Salesforce
Implementation
Create Training
Documentation
Create Cheat Sheet Create Cheat Sheet
Basati
Salesforce
Implementation
Create Training
Documentation
Create Cheat Sheet Create Cheat Sheet
Basati
Salesforce
Implementation
Implement S-Docs Implement S-Docs Implement S-Docs
Basati
Salesforce
Implementation
Implement
Jobscience
Implement
Jobscience
Implement
Jobscience

8. 1
A B C D E
Company Role Duties Goal Achievement
46
47
48
49
50
Basati
Salesforce
Implementation
Implement
Salesforce
Implement
Salesforce
Implement
Salesforce
Basati
Salesforce
Implementation
Implement
Salesforce
Implement
Salesforce
Implement
Salesforce
Basati
Salesforce
Implementation
Implement
Jobscience
Implement
Jobscience
Implement
Jobscience
Basati
Salesforce
Implementation
Implement Class
Enrollment app
Implement Class
Enrollment app
Implement Class
Enrollment app
Private Contract
Salesforce
Implementation
• System
Implementation &
Adoption
• Salesforce.com
Sales Cloud
• Salesforce.com
Service Cloud
• Salesforce.com
Marketing Cloud
• Salesforce.com
Communities and
Mobile
Implement
Salesforce
Implement
Salesforce