Sadhana Dobbala

Project Description:

• Enphase Energy is an energy technology company. They design and manufacture software-driven home energy solutions that span solar generation, home energy storage, and web-based monitoring and control. Enphase is implementing Salesforce and replacing the legacy Quoting system.

Responsibilities:

• I worked closely with the different teams at Enphase Energy to understand exactly what they needed from the new Salesforce system.
• I set up Salesforce to match Enphase Energy's unique way of doing business. It was all about customizing the platform to fit like a glove – from how leads are managed to how opportunities are tracked, and quotes are generated.
• Collaborate with cross-functional teams to understand Enphase Energy's unique business processes, including sales, solar generation, energy storage, and monitoring/control.
• Executed diverse data and tasks based on business requirements utilizing a data loader tool. Additionally, generated mapping documents for upcoming data loading endeavors.
• Customized the organization hierarchy and created profiles, and roles accordingly in Salesforce; worked on visibility and security settings around as required by the business teams.
• Competent in customizing the various components of Force.com application user interface such as Tabs, Apps, Detail pages, and List Views.
• Participated in Agile development activities such as Sprint planning, Demos, estimation, review meetings, and retrospective meetings.
• Tracked the project progress and presented weekly and monthly reports to management.
• Created Custom Objects and fields for transactional and contractual information.
• Tracking the bugs in the defect management tool, triaging with the Developers, and following up to the Final QA Passed stage.

Project Description:

• Siebel On-Demand recently migrated to Salesforce Sales, Service and Community, and CPQ Cloud. Closely working with the office of the CIO and Salesforce Architect to provide day-to-day support for their Salesforce Sales and Service Cloud. I work with the Sr. BSA and offshore Salesforce team to schedule the tickets and deployments.

Responsibilities:

• Involved in Salesforce.com Application Setup activities and customized the apps to match the functional needs of the organization.
• Interacted with various business team members to gather the requirements and documented the requirements.
• Developed Custom Objects, and Custom Reports and configured the Analytic Snapshots to dump the data on regular basis for the sales performance and lead generation statistics.
• Used Data Loader for insert, update, and bulk import or export of data from Salesforce.com Objects. Used it to read, extract, and load data from comma-separated values (CSV) files.
• Created and modified page layouts, and search layouts to organize fields, custom links, related lists, and other components on a record detail and edit pages.
• Created workflow rules and defined related tasks, time-triggered tasks, email alerts, and field updates to implement business logic.
• Used the sandbox for testing and migrated the code to the deployment instance after testing.
• Coordinated with the product owner and development team for sprint planning and backlog grooming.
• Worked with the development team to deploy the application from development to the sandbox and later into the production environment
• Created test scenarios and test cases, and coordinated change requests to drive the business requirements during various testing stages

Project Description:Ayur Pharma in the US manufactures and distributes pharmaceutical products. Their approach includes dedicated field representatives interacting with multiple hospitals and fostering discussions with physicians about Ayur Pharma's products. The project focus is enhancing sales procedures and team performance.

Responsibiities:

• Collaborate with AyurPharma stakeholders to understand their specific business processes, needs, and goals related to product sales, field reps' activities, and customer interactions.
• Configure Salesforce to align with AyurPharma's sales processes, including tracking visits, products, samples, and sales orders.
• Customize Salesforce objects, fields, page layouts, and workflows to accommodate unique requirements.
• Set up validation rules to ensure data accuracy and integrity, enforcing constraints such as non-negative product quantities and expiration date checks.
• Design and implement automated workflows to manage processes like sending automated emails to physicians with meeting notes, notifications for successful sales, and complaint handling.
• Develop custom reports and dashboards that provide insights into visits, products sold, hospitals reached, revenue generated, high-demand products, and more.
• Allow Field Sales Manager (FSM) to track and analyze the performance of the sales team.
• Implement automated email notifications to supervisors and the sales team upon final sales.
• Design approval processes for discount offers and high-value orders, requiring appropriate stakeholders' approval.
• Configure the system to track product expiration dates, ensuring expired products are not considered for future sales.
• Implement functionality to mark repeated product orders as high demand.
• Develop a mechanism to track and manage the distribution of product samples by field reps.
• Enable FSM to monitor the number of samples distributed and their impact on sales.
• Design a system to log and manage complaints related to products, field reps, visits, and other aspects.
• Implement workflows to ensure timely resolution by the support staff and supervisors' oversight.
• Configure data retention policies to maintain history for expired products and order invoices.
• Establish a method to track visits and meeting minutes with physicians and hospitals to provide a comprehensive customer interaction history.
• Train AyurPharma users on effectively using Salesforce for their sales processes and provide ongoing user support.