Rene Soufflet

Looking for opportunities to help you implement Saratoga CRM. Will help you part of the way or from start-to-finish of the project life cycle.

Created and administered a Sales Performance Measurement plan & program for a new Parcel division team of Sales Specialist. Leveraged Saratoga CRM to define the strategy & program. Create tools for Sales Specialists to be measured and to excel in their roles & out-perform other sales teams

Established KPIs like Win/Loss Ratio, Average days to close, etc. Created and used forecasting & reporting tools like dashboards to track performance & to target the right opportunities at the right time.

My main role has been to lead & manage Saratoga Systems’ CRM Application since it was first deployed at Canada Post in 1997.

Involved hands-on from the start in 1997 when the Sales Force was mostly paper based. The first implementation of the Sales Force Automation used was SPS (Saratoga Systems) and it enabled 50 Sales reps at the time. There are now more than 700 users enabled from Sales, Serve and Marketing. The CRM strategy & system has enabled these users to manage the relationship of over 200K commercial customers worth over $4Billion.

Worked through all aspects of managing the application including:

o Organizing sessions, methods to define user requirements
o Scope, Strategy and Planning aspects (relating to version upgrades, new releases, etc.) and company change management.
o Saratoga Systems software configuration (schema, screen wizard use, lists, query builder, etc.)
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o Software deployment (project management & collaboration with IT suppliers)
o Management of customer & prospect data, data integrity.
o Incorporated Dun & Bradstreet customer data & intelligence into the application to further enhance Territory Design & Marketing Campaign targeting.
o Enabling lean six-sigma processes for customer and contract setup, integrating Saratoga CRM with SAP ERP software.
o Used a variety of reporting tools like Cognos Powerplay, Access, Excel Dashboards, Quantrix to leverage data from the application to enable decision making.
o Training and training material development (variety of delivery methods: in class, one on one coaching, netmeeting, webex)
o Managing & Enabling a process of continuous improvement for use of the CRM System.
o Integration of other tools, like a Sales Pricing Tool, MS Outlook, PDAs, with Saratoga CRM.