Joshua Allison
Blanchard,OK
Summary
Data and CRM strategy leader with 15+ years of experience driving enterprise analytics, CRM modernization, and cross-functional performance improvement. Known for transforming fragmented systems into scalable, insight-driven platforms that accelerate decision-making and operational efficiency. Combines deep expertise in Dynamics 365, Power BI, and data architecture with sharp business instincts to deliver measurable impact and build processes that scale.
Skills
- CRM system management
- Data analysis and visualization
- KPI development and analysis
- Strategic planning
- Sales enablement strategies
- Process automation
- Collaborative leadership
- Data-driven decision making
- Sales process optimization
Work History
Director – CRM & Data
KAL Creations
02.2020 - Current
- - Lead CRM and analytics strategy for clients, designing end-to-end solutions that drive visibility and efficiency.
- - Build KPI frameworks, dashboards, and data models enabling actionable decision-making.
- - Advise on CRM modernization, system architecture, and analytics adoption.
- - Partner with cross-functional leaders to deliver scalable, business-aligned solutions.
Dynamics CRM/D365 Architect (Contract)
Standley Systems
03.2022 - 04.2023
- - Oversaw enterprise CRM design, governance, and architecture.
- - Delivered modern, scalable CRM structure and full implementation lifecycle.
Dynamics 365/Power BI Admin (Contract)
Federal Reserve Bank of St. Louis
08.2021 - 03.2022
- - Directed data integrity, reporting, and analytics across teams.
- - Analyzed CRM and campaign data for leadership decision-making.
Operational Analytics Consultant – Power BI (Contract)
Oklahoma Gas and Electric
05.2021 - 08.2021
- - Identified inefficiencies and built Power BI models and dashboards.
- - Recommended workflow optimizations.
Manager – CRM (Contract)
GuideHouse
11.2020 - 05.2021
- - Unified CRM datasets across sectors and improved analytics and reporting.
- - Delivered Dynamics 365 training programs.
Technical Consultant – Dynamics 365
PSC/New Dynamic LLC
02.2020 - 09.2020
- - Designed CRM solutions and automated workflows.
- - Oversaw D365 deployments and governance.
CRM Application Administrator
Dolese Bros. Co.
09.2016 - 02.2020
- - Led Dynamics upgrade and cloud migration strategy.
- - Built enterprise Power BI and SSRS reporting and custom CRM workflows.
Sr. Business Analyst
Hertz
09.2015 - 09.2016
- - Analyzed systems and performance data to identify improvement opportunities.
Financial Sales Analyst
Carlisle Foodservice Products
01.2014 - 09.2015
- - Led customer and sales analytics, built recurring KPI dashboards.
Partner Technology Specialist (Contract)
Microsoft
10.2011 - 01.2014
- - Built campaigns to drive adoption and analyzed engagement metrics.
Education
High School Diploma -
Overview
14
14
years of professional experience