Bill Greenhaw

Salesforce Consultant/Architect
FAIR OAKS, CA    bill@billgreenhaw.com

Bill is an award winning (5x Salesforce MVP) and 13x certified Salesforce expert with over 17 years experience with Salesforce and 20 years CRM. He is a versatile leader experienced in implementation, integration, enhancement, and data management. He has a successful track record in strategic leadership of high-profile development projects and seamlessly automating business processes. Adept at evaluating CRM implementations and design to determine whether requirements are effectively met. Comprehensive knowledge in data migration, SMB, public sector, business processes and optimization. Productively collaborates and spearheads initiatives in complex, deadline driven environments.

Experience

Independent Salesforce Consultant, Jun 2018 - Present

  • Worked with local Sacramento businesses to optimize their existing Salesforce implementation 
  • Performed ongoing data migrations, with emphasis around clean data and de-duplication 
  • Created complex automations using Salesforce Flow and Process Builder
  • Moved existing Salesforce customers from Salesforce Classic to Salesforce Lightning 
  • Implementation of Salesforce Communities

MondayCall, Mar 2017 - Jun 2018
Principal Salesforce Consultant

  • Principal Consultant on over 15 Salesforce projects, leading team of 3+ developers and consultants 
  • Led Business Process Review meetings 
  • Document and architect Salesforce solution 
  • Lead consultant on Salesforce Community projects, with 4 Community implementations 
  • Lead consultant on Service Cloud projects, with 3 Service Cloud implementations 
  • Moved 5 existing Salesforce customers from Salesforce Classic to Salesforce Lightning 
  • Helped MondayCall implement an agile process for Salesforce implementations 
  • Trained end users and system administrators on Salesforce

Vertiba, Jun 2016 - Mar 2017
Salesforce Solution Architect

  • Business Process Analysis:
    Conduct business process review meetings and lead the evaluation of functional and technical requirements. Architect and design solutions based on client needs, business requirements and budget. 
  • Project management:
    Manage the end-to-end project delivery lifecycle in a fast-paced, agile environment - including project mobilization, process design, system configuration and customization, testing, integration, data migration, deployment and change management activities 
  • Solution Architect:
    Analysis and design of the functional Salesforce solution. Recommend best practice solution designs based on client business needs. Convert business requirements to system/technical requirements, understanding the technical depth of the project and providing functional and technical direction to development team. 
  • Developer and administration: Create, configure and maintain the constantly evolving Salesforce instances. 
  • Skills/tools used to support build, configuration, and maintenance of Salesforce: Security (profiles, roles, permission sets, public groups, sharing rules), Data Loader, Reporting, custom object creation, junction objects, validation rules, data manipulation,cleansing and importation, automation (Process Builder and Flow) 
  • Emphasis on Public Sector:
    Worked with 3 California agencies, including the Department of Industrial Relations.

Vertiba, Nov 2014 - Jun 2016
Sr. Salesforce Consultant

  • Create, configure and maintain the constantly evolving Salesforce instances. 
  • Worked directly with Solution Architect to document requirements and design solution 
  • Performed over 20 data migrations into Salesforce 
  • Implemented 2 Salesforce Customer Communities 
  • Worked as lead for Salesforce Lightning migrations, with focus on change management 
  • Trained end users and system administrators on Salesforce 
  • Worked within Vertiba’s agile methodology for Salesforce implementations 

Vertiba, Nov 2014 - Jun 2016
Sr. Salesforce Consultant

  • Create, configure and maintain the constantly evolving Salesforce instances. 
  • Worked directly with Solution Architect to document requirements and design solution 
  • Performed over 20 data migrations into Salesforce 
  • Implemented 2 Salesforce Customer Communities 
  • Worked as lead for Salesforce Lightning migrations, with focus on change management 
  • Trained end users and system administrators on Salesforce 
  • Worked within Vertiba’s agile methodology for Salesforce implementations 

StarrForce, Apr 2014 - Nov 2014
Sr. Salesforce Consultant

  • Implement Salesforce for SMB customers. Pre-sale engineer, discovery, development, implementation, and training. 
  • Within first 3 months billed in excess of 340 hours. Avg of  38 billable hours per week. 
  • Manage multiple implementations simultaneously. Within first 3 months completed 6 implementations and managed 9 supported customers.
  • Invited to get a preview and feedback of Lightning to the Product Managers at Salesforce. Limited to 70 Salesforce MVP’s. 

Synergex International Corporation, Aug 2008 - Apr 2014
Information Systems (I.S.) Manager

Managed business applications, databases, and websites. Architected a custom built Salesforce order entry and licensing system. 
  • Salesforce Administration, Trainer, and Architect
  • Implemented a new accounting/financial application, moving from a legacy application to a cloud-based financial application (Intacct). 
  • Recognized by Salesforce as MVP in 2013 
  • Increased license and support revenue by 7% by developing a new order entry and license management application using Salesforce. 
  • Built and managed home built data warehouse that included CRM and financial data 
  • Worked close with CTO and I.T. Manager on all technology related initiatives.

Synergex International Corporation, Oct 2005 - Aug 2008
Senior Business Intelligence Analyst

Key member on a management team for a SaaS Business Intelligence tool built upon Salesforce. Designed and built a complete package of business intelligence reports and analytics for Salesforce utilizing OLAP cubes and dimensional data warehouse. Formulated all ETL processes to create an on-demand data warehouse used for business intelligence reporting and analytics. 
  • Consulted with clients on custom data warehousing design, integrating multiple data sources with Salesforce data and reporting solutions. 
  • Managed the Salesforce AppExchange implementation of the product. 
  • Extensively utilized the Microsoft SQL 2005 Suite including SQL Server, SSIS (integration services), SSAS (analysis services), and SSRS (reporting services). 
  • Served as primary point of contact for all customers. 

Synergex International Corporation, Oct 2005 - Aug 2008
Senior CRM Consultant

Served as Lead CRM Consultant for Salesforce and Saleslogix. Lead on data migration utilizing multiple ETL applications/tools. Mentored three junior level CRM consultants. Provided pre-sales support for all prospects. 
  • Early Salesforce Consultant/Partner - June 2001
  • Lead project consultant on over 100 Salesforce implementations. 
  • Directed over 70 training sessions as Lead Salesforce Trainer. 
  • Key contributor as in-house system administrator for Saleslogix and Salesforce. 
  • Lead Data Migration consultant for all projects, migrating multiple disparate data sources to Salesforce ranging from thousands of rows of data to millions 

EPartners Inc., Jun 2000 - Dec 2000
CRM Consultant

  • Implemented Saleslogix CRM for small to medium sized businesses.
  • Billed over $250K in consulting work within a six-month period, 
  • Performed CRM consulting for two Fortune 1000 companies. 
  • Ranked as top billable consultant for two quarters. Served as Lead Consultant for data migration services. 

Resolution Partners, Jun 1998 - Apr 2000
CRM Consultant

  • Implemented Saleslogix CRM for small and medium sized businesses.
  • Performed as Lead Consultant for data migration services.
  • Created reports using Crystal Reports

Adexa, Feb 1997 - Jun 1998
IT Manager

  • Managed and developed the Information Technology team. 
  • Designed, implemented, and administered the corporate LAN. 
  • Developed IT procedures, security, and documentation. 
  • Performed CRM (Saleslogix) management and administration 

Certifications/Awards

  • Salesforce MVP; 2013, 2014, 2015, 2016, 2017, 2018 
  • Salesforce Certified Administrator 
  • Salesforce Certified Advanced Administrator 
  • Salesforce Certified Force.com Developer (deprecated) 
  • Salesforce Certified Sales Cloud Consultant 
  • Salesforce Certified Service Cloud Consultant 
  • Salesforce Certified Platform App Builder 
  • Salesforce Certified Community Cloud Consultant 
  • Salesforce Certified Data Architecture & Management Designer 
  • Salesforce Certified Field Service Lightning Consultant
  • Salesforce Certified Pardot Specialist 
  • Salesforce Certified Marketing Cloud Email Specialist 
  • Salesforce Certified Sharing and Visibility Designer 
  • Salesforce Certified Platform Developer I 
  • Salesforce Certified Certified Application Architect 
  • Lightning Experience Rollout Specialist

Full Resume