Alan Weissman

‣ Architect & serve as technical project lead on multiple mid-market & large SMB client engagements, heavily focused on enhancing sales, service & field service operations via advanced process automation & system integrations.

‣ Provide architectural guidance & support delivery best practices by leading interactive workshop series; standardizing process documentation & project templates to assist project managers, architects & engineers in better servicing their clients.

‣ Manage & mentor engineering team resources in their Salesforce & consulting skills development & assist in resolving project roadblocks & overcoming technical solution challenges.

‣ Serve as a subject matter expert on conducting effective business process reviews, user acceptance testing procedures & data transformation & standardize data migration methodology.

Combining over a decade of expertise in enterprise solution architecture and Salesforce consulting, KrystalVision Coaching leverages modern coaching techniques to empower leaders and entrepreneurs during critical stages of organizational growth. Specializing in guiding technology leaders and C-level executives through the complexities of digital transformation, KrystalVision Coaching facilitates strategic planning and provides technical insights that enhance operational efficiency and scalability.

Core Services:

‣ Digital Transformation: Implementing innovative technologies to streamline operations, boost efficiency, and ensure scalability.

‣ Strategic Planning: Offering tailored strategic planning sessions that align technical innovation with business goals.

‣ Hybrid Coach-Consultant Methodology: Utilizing a unique blend of coaching and consulting to empower clients to identify opportunities for professional development and translate them into practical solutions.

‣ Operational Efficiency: Enhancing processes to improve productivity and achieve long-term business objectives.

By integrating a human-centric approach, KrystalVision Coaching ensures that clients not only meet their immediate needs but also build sustainable strategies for continued growth and success.

URTHA LLC is an environmentally focused organization and spiritually centered lifestyle brand dedicated to fostering conscious relationships with nature and local communities worldwide. Founded on the five core virtues of Unity, Resilience, Truth, Humanity, and Autonomy, URTHA LLC comprises several divisions:

URTHA EcoShop
‣ An eco-conscious e-commerce platform offering sustainable and ethically sourced products that promote environmental stewardship and responsible consumption.

URTHA Social
‣ A private online community built on Mighty Networks, designed to connect like-minded individuals and support conscious living through shared experiences, knowledge, and initiatives.

URTHA Academy
‣ An educational initiative providing courses and workshops focused on sustainable living, environmental awareness, and personal and professional development.

Focus Areas:

1. Environmental Awareness & Reforestation Initiatives: Leading efforts to promote environmental stewardship and engage communities in reforestation projects.

2. Building Conscious Communities: Creating spaces that nurture mindful living and environmental awareness.

3. Empowering Social Entrepreneurs: Supporting individuals and businesses dedicated to sustainable and ethical practices.

Through these initiatives, URTHA LLC strives to create a positive impact by encouraging sustainable practices and nurturing a global community committed to environmental and spiritual well-being.

‣ Led large delivery teams & managed project work streams on multimillion dollar, multi-cloud (e.g. Sales Cloud, Service Cloud, Health Cloud, Marketing Cloud) Salesforce implementations for high-profile global enterprise clients.

‣ Designed advanced process automation, custom data models, future state system integrations, & guided user experiences for complex business models, predominantly within the public health & healthcare providers industry.

‣ Developed detailed business requirements, solution architecture, and training documentation to facilitate smooth development operations & seamless delivery handoff to clients.

‣ Led the design & implementation of tailored Salesforce solutions for major clients, significantly enhancing their CRM capabilities & overall customer satisfaction.

‣ Managed a team of Salesforce engineers & developers in creating & executing custom Salesforce applications, streamlining project delivery processes & improving operational efficiency.

‣ Worked collaboratively with various departments to realign Salesforce architecture with broader business objectives, supporting growth & improving system scalability.

‣ Developed comprehensive Salesforce training programs, facilitating widespread user adoption & maximizing productivity across the organization.

‣ Founded consulting agency that specialized in Salesforce, web design & business development services for SMB clients & startups.

‣ Approached all Salesforce implementation & web development projects using an Agile SDLC methodology and worked directly with C-level stakeholders and end-users to drive value and efficiency.

‣ Implemented various 3rd party applications for end-to-end CRM integration, including CTI / VoIP, document generation, e-signature, email & calendar integration, B2B marketing automation & website lead generation.

‣ Gathered business requirements to define project scope, finalize estimates, standardize business processes, design data models for declarative feature customizations, and write user stories for custom Apex development.

‣ Managed 8–10 enterprise projects simultaneously by delegating build tasks to team of engineers and developers and ensured deliverables were met on-time and within budget.

‣ Performed hands-on configuration, final system testing, demos, client training, and created detailed user documentation to promote successful end-user adoption for all clients.

‣ Oversaw all aspects of TEM managed services, including invoice reconciliation, payment processing, inventory audits, optimization, & dispute management.

‣ Produced business insights and usage analytics for Fortune 500 clients (predominantly in finance industry) with over $10M combined monthly spend.

‣ Designed training materials and standardized operating procedures for entire TEM department, while providing system training and mentoring for all new hires.

‣ Coordinated daily operations, tour logistics, and vendor fulfillment in collaboration with Director of Operations for multicultural and educational travel tour operator.

‣ Supervised Salesforce custom development and implementation and assisted with legacy data migration from proprietary CRM.

‣ Coached CEO on business development, operations, and leadership best practices to boost productivity and improve sales pipeline organization.

‣ Built and managed extensive sales pipeline utilizing Salesforce in quota-driven, inside sales environment for largest commercial real estate information service provider.

‣ Advised brokers, agents, investors, owners, and property managers on how to properly leverage listing, property search, and market research tools.

‣ Awarded Top of the Class incentive for displaying comprehensive product knowledge and leading sales performance among new hires.

‣ Personally solicited approximately $15K in political donations over 3 months while coordinating several telemarketing campaigns and co-producing events that raised over $300K in annual revenue.

‣ Managed primary development operations, produced daily goal tracking reports, and maintained donor relations via frequent campaign updates.

‣ Oversaw paid and volunteer fundraiser hiring, training, scheduling, and performance reviews.

‣ Successfully managed a one-month annual expansion campaign that raised $30K from hundreds of new donors, surpassing initial goal by $10K and doubling revenue of 2007 campaign.

‣ Effectively led shift briefings and training exercises for a diverse team of seventeen paid and volunteer fundraisers.

‣ Received an Anti-Corruption Award for achievements in grassroots organizing and community youth leadership.

‣ Raised $47K at largest annual reception by generating ticket sales and political sponsorships.

‣ Strategically directed a ballot-access petitioning campaign for one of the largest Assembly Districts in Manhattan.

‣ Supervised quality control of thousands of petitions in preparation for filing with NYC Board of Elections.

‣ Maintained and updated voter registration and donor database, ensuring accuracy and improving data integrity.