• Tech Lead on Fleet management application
• Define technical solution based on business requirement
• POC
• Provide technical support on Dev tech (located in India)
• Responsible of the delivery:
o Ensure dev/settings quality
o Planning follow up
o Communication with business team
o Challenge business requirements.
• Agile methodology
• 2 Salesforce Orgs merge
• Data migration
• Field Service lightning:
o Process definition
• Workshops with stakeholders
• Lightning component development
• Functional scope definition
• Technical solution definition
• Core model definition (rework on current solution)
• POC
• Workshops with stakeholders to define MVP
• Functional scope definition
• Technical solution definition
• Activities follow up with Salesforce partner
• Core model definition
• Technical solution definition with Salesforce architect
• Provide build scenario
• POC
• Manager (3 people)
• Lead generation / scoring / qualification (task management, …)
• Sales process review
• Marketing campaign creation (Pardot)
• Campaign results follow up
• Define customer success process
• Set schedule email using Engagement studio
• Development and settings best practice analysis
• Review delivery management
• Improve delivery process using Autorabit
o Git implementation
o Versioning and merge rules implementation
Service and Field Service implementation
• Requirement definition
• New features definition
• POC on Field Service Lightning
• Apex and lightning components development
• Workshop animation with several services (front office team, …)
• Reporting KPI
• Issues follow up
Project methodology: Agile
• Lead management project
• Core solution requirement definition
• New features definition
• Workshop animation with several services (front office team, …)
• Reporting KPI definition
• Support for deployment team
• Support for IT team
• Issues follow up
Project methodology: Agile.
Salesforce functional and technical audit.
• Functional scope definition
• Reverse engineering (no project document)
• Define the best technical implementation
• Redefine sales process (account typology, segmentation,)
• Redefine customer care process (SLA, Asset management, field service,)
• Provide Salesforce best practice
• Delivery process improvement
Sales /Service Cloud & Pardot
Salesforce deployment under Lightning in entire group (Sales Cloud, Service Cloud,
Pardot, Analytics, Community).
Switch from SAP CRM / MS Dynamics to Salesforce.
•Workshop with business team
•Process and requirements definition / alignment (with different business activities)
•Customer care target vision.
•Data migration from current solution to Salesforce.
•SAP interface implementation (webservices)
•Marketing process definition
•Pardot implementation (Lead generation, scoring, marketing campaign)
•Hubspot integration with Salesforce (Marketing application)
•Technical and functional support
•Challenge Salesforce integrator
•Analysis and challenge solution implemented.
•Control of the implementation of Salesforce best practices.
•Wave Analytics POC
•Salesforce instance merge analysis (4 Salesforce instances).
•Salesforce Community POC.