Productivity Advisors

Productivity Advisors, a San Francisco-based consulting firm, helps growth companies plan and scale their use of CRM technologies Recent Salesforce projects have involved: o Lead on Salesforce ORG that grew from $5MM to $150MM+ ARR in 5 years (Udemy) o 5 End-to-end Implementations of Salesforce CPQ & CPQ+ for SaaS-based software companies o Rolled out multi-currency functionality to a 500+ person team, CPQ-enabled, global company o Built an automated integration between Stripe and Salesforce Opportunities (Tray.io) o Migrated an entire 500+ person ORG from Classic to Lightning user interface o Automated Contract creation using Conga Composer, Salesforce CPQ & DocuSign o Conducted Clean-up projects using a variety of tools to uncover: unused fields, page layouts, record types, workflows and under-utilized sharing rules. Then removed excess objects, fields and data o Performed data migration, system design, configuration and platform launch for several B2B software companies (AtScale, Bold, Loyal3, MuleSoft, Percolate, Plum Lending, Visa) SPECIALTIES Software Selection, Requirements Management, Implementation & Adoption Program & Project Management