Efrain Gerard Benavides

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...

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… Show more

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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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… Show more

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 Show less

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

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.