Jeff Kwitchen

Background

About Jeff Kwitchen

I'm a seasoned Microsoft Dynamics professional with over a decade of experience implementing and optimizing Dynamics 365 Sales and CRM solutions (including Blackbaud, GreaterGiving). My background includes customizing lead/opportunity pipelines, building data-rich dashboards, and aligning CRM strategies with business goals. I've also led large-scale peer-to-peer fundraising strategies, and provided software and technical support to black-tie fundraising galas across the Mid-Atlantic. I specialize in bridging the gap between business needs and technical solutions—leading end-to-end implementations, designing custom dashboards, training users, and guiding leadership with data-driven recommendations. After several years outside the platform (including as a small business owner), I’m now re-engaged with the latest Dynamics 365 Customer Experience tools—including Customer Insights and Power Platform. Currently pursuing the MB-280 certification, I'm excited to help teams unlock value through intelligent CRM workflows and customer journeys. In addition, I am working on my certification as a Tableau Analyst, as well as a Salesforce Certified CRM Analytics and Einstein Discovery Consultant. Strengths: CRM Strategy | End-User Training | Sales Process Automation | Dashboard and Insights Reporting | Cross-Functional Collaboration | Online Fundraising Strategy Tools: Dynamics 365 Sales, Dashboards, Power BI, Tableau, Microsoft Teams, Outlook Integration, Salesforce Looking to connect with teams or organizations seeking a consultant who understands both the system and the people who use it.