Eric Mortensen

Background

About Eric Mortensen

I am an IT professional with over 20 years of experience specializing in Salesforce administration and CPQ systems within the sales operations industry. My focus is on optimizing business processes and enhancing CRM systems, delivering significant value by improving efficiency and supporting high-value sales initiatives.CAREER ACCOMPLISHMENTS: Successfully streamlined Salesforce Outlook integration to increase sales team efficiency and tracking accuracy. Implemented a change order process within Salesforce, enhancing the management of contract amendments. Supported the seamless transition to Salesforce Lightning UI, improving user adoption and usability. Instrumental in supporting Salesforce CPQ implementation, ensuring a cohesive and accurate global quoting process. Fostered cross-departmental collaboration, bridging technical and business teams to solve complex system challenges.LEADERSHIP STYLE: Strong communicator capable of bridging technical and business language barriers. Team-oriented leader focused on building trust and fostering collaboration. Adaptable and proactive problem-solver with a keen eye for detail. Patient mentor, providing one-on-one training to enhance team skills and confidence.SALESFORCE ADMINISTRATION & CONFIGURATION: • User setup and management • Page layouts and Lightning UI customization• Custom objects (e.g, Deal Desk, Change Orders)• Validation rules and custom fields• Process Builder and advanced workflows• Record types and page layouts per user role• Multi-Factor Authentication (MFA) implementation and support• Salesforce Outlook Integration (migration from SFO to Outlook Integrator)• Salesforce Lightning transition and end-user training• Data management and reporting (Dashboards, Custom Reports)• CPQ Systems (Quote-to-Cash)• Oracle CPQ: testing, quote configuration, user training, troubleshooting• Salesforce CPQ: native implementation, quoting, approvals, testing• Change Order process design (customized approval workflows)