Sara Forbes
Lead Consultant @Karotech Consulting
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WORK HISTORY
Lead Consultant @Karotech Consulting
CA
We provide high-quality salesforce.com training and outsourced system administration to small and medium sized businesses in Canada. I focus on helping under-used technology become a major value-add. I take a holistic approach and address everything from defining KPIs, streamlining sales processes, • Manage a team of 6+ people to deliver Salesforce projects and services in the SMB space in Canada. As a team we have delivered 100+ projects of varying complexity. • Sell, scope, and solution design new projects for the delivery team.• Demo Salesforce capabilities to all types of users to encourage buy in and validate solution design. • Manage operational procedures; gather and implement feedback to increase efficiency.• Manage close partnership with Salesforce account executives and managers.• In-depth business analysis activities including requirements gathering workshops, interviews, documentation, and diagramming.• Customization of salesforce.com platform in all declarative features across Sales Cloud, Service Cloud, Experience Cloud, and Pardot.• Work closely with developers to deliver custom features and integrations.• Training of end users, management, and executives on platform best practices.
EDUCATION
University of Calgary
Bachelor of Commerce (BCom), Finance
Université Laval
French Studies
University of Toronto
Certificate in Business Analysis
SKILLS
ABOUT SARA FORBES
I quit my 9 to 5 in to start my own business so that I could follow my vision of high quality service and a flexible work environment. I\'m driven to serve the SMB space, which is often neglected in search of bigger fish.KaroTech specializes in bringing high quality Salesforce consulting services to small- and medium-sized businesses at affordable rates. Since most SMB companies don\'t have the budget or need for full time project or IT resources, having access to committed and professional consultants is a must.Our aim is to make your technology support your high-level business objectives. Whether that means sitting down with your executive team to translate your business objectives into measurable metrics and KPIs, configuring the system to capture missing data, or training your users one-on-one, we\'re here to help.A large focus at KaroTech is loving what we do. Our consultants work with the flexibility of working (almost) any time and (almost) anywhere. We want to attract high-quality consultants to do their best work for our clients.
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