Dana Boliard

• Improved team efficiency, developing customized CRM reports for various managers.
• Safeguarded sensitive customer information, maintaining strict adherence to industry compliance standards within the CRM system architecture.
• Collaborated closely with IT teams, troubleshooting technical issues related to the CRM system and ensuring minimal downtime.
• Expedited issue resolution times, implementing a streamlined ticketing process within the company''s helpdesk module in its existing CRM platform.
• Boosted sales productivity with improved lead tracking and management features within the CRM platform.
• Delivered comprehensive training programs to staff members on effective usage of the CRM system.
• Implemented proactive measures for maintaining data quality, by conducting regular audits and implementing data validation rules for CRM entries.
• Analyzed data to identify root causes of problems and recommend corrective actions.
• Developed customized reports, summarizing and presenting data in visually appealing format.
• Generated standard and custom reports to provide insights into business performance.
• Provided technical support for troubleshooting analytics and reporting issues.
• Supported the successful deployment of a new CRM platform, assisting with user acceptance testing, data migration, and post-implementation support.

Assisted end users in identifying problems with point of care device.

Assisted end users with correcting any problems with point of care device and/or LifeSmart Application.

Responded to incoming calls in a timely manner.

Assisted clinicians with any workarounds for LifeSmart Application issues.

Identified "bugs" and escalated tickets to developers for resolution.

Assisted in testing of Lifesmart Application.

Implementation new point of care service to entire clinical staff.

• Contacted customers after sales process to drive ongoing customer satisfaction and resolve issues and complaints.
• Utilized time management skills to maximize productivity, consistently achieving high call volume goals without sacrificing quality of service.
• Utilized time management skills to maximize productivity, consistently achieving high call volume goals without sacrificing quality of service.
• Placed cold call recruitment calls to PTs, OTs, RNs and PTAs for recruitment seminars.
• Adapted quickly to changes in company policies or product offerings, ensuring accurate information was relayed to customers at all times.
• Displayed resilience under pressure, managing high call volumes while maintaining a positive attitude towards customers and team members alike.