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John S. CRM, Data Integration and Process Design

My name is John S. and I have over 12 years of experience in the tech industry. I specialize in the following technologies: Requirements Specification, Data Integration, Process Design, Diagramming Software, User Stories, etc.. I hold a degree in Bachelor of Arts (BA), Master of Business Administration (MBA). Some of the notable projects I’ve worked on include: Mass Edit List View in Salesforce Object, Salesforce Custom Reports and Dashboards, SugarCRM Customization, Lead Qualification for Sugar, Delivery Module for Sugar, etc.. I am based in San Francisco, United States. I've successfully completed 8 projects while developing at Softaims.

I am a business-driven professional; my technical decisions are consistently guided by the principle of maximizing business value and achieving measurable ROI for the client. I view technical expertise as a tool for creating competitive advantages and solving commercial problems, not just as a technical exercise.

I actively participate in defining key performance indicators (KPIs) and ensuring that the features I build directly contribute to improving those metrics. My commitment to Softaims is to deliver solutions that are not only technically excellent but also strategically impactful.

I maintain a strong focus on the end-goal: delivering a product that solves a genuine market need. I am committed to a development cycle that is fast, focused, and aligned with the ultimate success of the client's business.

Main technologies

  • CRM, Data Integration and Process Design

    12 years

  • Requirements Specification

    6 Years

  • Data Integration

    7 Years

  • Process Design

    1 Year

Additional skills

  • Requirements Specification
  • Data Integration
  • Process Design
  • Diagramming Software
  • User Stories
  • Use Case
  • Microsoft Visio
  • Salesforce
  • Microsoft Excel
  • Microsoft PowerPoint
  • Customer Relationship Management
  • Testing
  • App Development

Direct hire

Potentially possible

Previous Company

Salesforce

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Experience Highlights

Mass Edit List View in Salesforce Object

Customization made inside the volunteers object to edit records in the list view.

Salesforce Custom Reports and Dashboards

We have extensive experience creating various types of dashboards such as user activity tracking, branch sales, goal tracking, and keeping a good view of various KPIs to meet the unique business needs of our clients. We have developed many types of reports via default report builder and through custom code for various types of projects and then represented them in dashboards.

SugarCRM Customization

Customized SugarCRM to meet the client's needs: Custom dashboard was added for a holistic view. Activity Stream was customized and several workflows were created. We customized the reporting and allowed sharing of reports. 'Print to PDF' functionality was implemented.

Lead Qualification for Sugar

Lead Qualification dashlet for Sugar

Delivery Module for Sugar

Delivery Module for Sugar

Education

  • The University of Western Ontario

    Bachelor of Arts (BA) in

    1985-01-01-1988-01-01

  • Dalhousie University

    Master of Business Administration (MBA) in

    1993-01-01-1995-01-01

Languages

  • English