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Efrain Gerard Benavides
New York City Metropolitan Area
8K followers
500+ connections
About
Mr. Benavides specializes in designing Salesforce enterprise strategic solutions in order…
Activity
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Another great event full of inspiration at YWCA Women of Distinction Awards evening with friends/colleagues of TI Corp nominated for Outstanding…
Another great event full of inspiration at YWCA Women of Distinction Awards evening with friends/colleagues of TI Corp nominated for Outstanding…
Liked by Efrain Gerard Benavides
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One decade ago today, Rogelio Zambrano assumed the role of Chairman of the Board, and I was honored to be appointed as CEO. It has been an incredible…
One decade ago today, Rogelio Zambrano assumed the role of Chairman of the Board, and I was honored to be appointed as CEO. It has been an incredible…
Liked by Efrain Gerard Benavides
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I’m happy to share that after 8+ years in the litigation finance business at Omni Bridgeway and The D. E. Shaw Group, I’ve decided to start my own…
I’m happy to share that after 8+ years in the litigation finance business at Omni Bridgeway and The D. E. Shaw Group, I’ve decided to start my own…
Liked by Efrain Gerard Benavides
Experience
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Emprendor, Inc.
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Education
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University at Buffalo School of Management, The State University of New York
http://www.buffalo.edu/
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Activities and Societies: About Salesforce.com Salesforce.com is the global leader in customer relationship management (CRM) software. We pioneered the shift to cloud computing, and today we’re delivering the next generation of social, mobile and cloud technologies that help companies revolutionize the way they sell, service, market and innovate–and become customer companies. We are the fastest growing of the top 10 enterprise software companies, the World’s Most Innovative
Company according to Forbes and one of Fortune’s 100 Best Companies to Work For. Our “more human, less corporate” culture is built around doing work that matters, winning as a team and celebrating success Aloha-style. Salesforce.com’s worldwide Customers for Life team is a global network of salesforce.com employees and partners. Our sole mission is to ensure customer success. We work with our customers to build relationships, learn about their businesses, and drive value based on our customers…
Company according to Forbes and one of Fortune’s 100 Best Companies to Work For. Our “more human, less corporate” culture is built around doing work that matters, winning as a team and celebrating success Aloha-style. Salesforce.com’s worldwide Customers for Life team is a global network of salesforce.com employees and partners. Our sole mission is to ensure customer success. We work with our customers to build relationships, learn about their businesses, and drive value based on our customers self-defined goals. Our motto for our customers is: "Your Success is our Success."
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Leading Business School Worldwide
Volunteer Experience
Publications
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“Administration of the Information Technology Function”
State University of New York
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“Distributed Data Processing: A Managerial Approach”, State University of New York
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Projects
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Diverse Engagements
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Quote-to-Cash/CPQ, Partner Communities, Lightning Conversions, Sales Methodologies, ERP Integration, Tableau Integration, Omni-Channel Contact Centers, Field Service Management Automation, Implementation Road Map Construction and Follow Up, New Capabilities Development using Agile Approaches
Industries:
Financial, Construction, Chemical, High Tech, Education, Manufacturing, Retailing, Health Care, others... -
Key Engagements I
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Large Chemical Company (Germany/Israel/USA): Integration/Harmonization of SAP and CRM, strategic repositioning from product-focus to customer-focus, CRM scoping, CRM maturity model implementation, functional and organizational prioritization, deployment scenario management, functional and integration design of CRM global template, functional architecture and integration schemes, sales staff capabilities journey, sales cycle management, lead conversion and optimization, data governance and…
Large Chemical Company (Germany/Israel/USA): Integration/Harmonization of SAP and CRM, strategic repositioning from product-focus to customer-focus, CRM scoping, CRM maturity model implementation, functional and organizational prioritization, deployment scenario management, functional and integration design of CRM global template, functional architecture and integration schemes, sales staff capabilities journey, sales cycle management, lead conversion and optimization, data governance and management, sales analytics and dashboards, change management strategy, agile approach for project management
Large Oil Company (Mexico): Call Center design, strategic repositioning of corporate services to outsourcing service provider, customer service redesign scheme, escalation strategy, authorizations workflow, technical services reclassification, ticket management, corporate services standardization, service level agreements
Large Manufacturing/Service Company (Finland) : redesign of sales and service processes, customer segmentation and profitability analysis, account management strategy & tactics, Call/Contact Center redesign and change of technological platform, restructuring of the sales force. new communication and PR strategy, redesign of IT support processes, pricing discrimination scheme and development of new maintenance policies, change management
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Key Engagements II
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Leading Insurance Company (USA): Harmonization of sales (quoting-risk assessment-policy issue-receivables-commission payment) and service processes (damage claim-resolution-compensation) into one production line. Reinvention of IT platform was carried out based on a deep redesign of the core processes and organizational structure. Turning “traditional insurance” operation into a telemarketing organization.
Secretary of the Treasure, IRS (Mexico). Creation of the new IRS for the Federal…Leading Insurance Company (USA): Harmonization of sales (quoting-risk assessment-policy issue-receivables-commission payment) and service processes (damage claim-resolution-compensation) into one production line. Reinvention of IT platform was carried out based on a deep redesign of the core processes and organizational structure. Turning “traditional insurance” operation into a telemarketing organization.
Secretary of the Treasure, IRS (Mexico). Creation of the new IRS for the Federal Government. Process innovation of tax recollection, fiscal auditing, tax-payer services, customs management, legislative instrumentation and management of the tax-payer base. Based on recommendations from The World Bank and diverse Trade Organizations in the World, with more than 40,000 employees, required the creation of a decentralized and independent entity from the Federal Government, in order to correctly fulfill its mission of tax recollection. The effort, which implied a large reorganization of the services, was also used for the purpose of redesigning the main processes and recommending a course of action for its implementation.
Leading Health and Financial Services Provider (USA). SFDC Business Requirements and Project Definition. Gain a thorough understanding of customer facing processes and then translate that into specific customizations and corresponding workbook configuration instructions for Salesforce.com
Discover all data sources that will need to be migrated and/or integrated into Salesforce.com
Design analytics and dashboards
Plan training, test and deployment of CRM releases and pilots -
Key Engagements III
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Investment Managing Corporation.
SFDC Business Requirements and Project Definition
Define Requirements
Provide Feedback on Design Documents
Facilitates Workshops & Discussion with Business Users
Participates in Show & Tell Session
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Key Engagements IV
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Engineering and Service company
SFDC Implementation and Project Management
Account, Contact, Lead and Opportunity Modules & Workflows will be used to provide an integrated customer view.
Accounts are imported from Oracle CRM system through batch integration.
One way synchronization from Oracle CRM to Salesforce in batch mode.
Campaigns are created in Pardot system and Leads are fed into Salesforce.
Languages
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English
Native or bilingual proficiency
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Spanish
Native or bilingual proficiency
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So happy to have finished this specialization. Thanks to IBM for this invaluable learning opportunity.
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