Silke Ritter

Sr Operations Analyst @Arcserve

Administer Salesforce standard/custom objects, fields (all types), formulas and validation rules, workflows, emails, approvals, page layouts, record type, process builder (Salesforce Classic and Lightning) Administer Salesforce Leads, Accounts, Contacts, Opportunities, Snapshots, Forecast, Price Books, Quotas, Orders/Invoices, Territories/Zones, Files, Campaigns, Chatter, Users, CasesManage user Profiles, Roles, Role Hierarchies, Permission Sets, assigning user quotas, set up Salesforce ForecastMigration of Renewal Opportunities into Salesforce. Monitor and help improve auto-renewal-opportunity-creation process, data-up-serts. Enable Renewal team to use Salesforce OpportunitiesCo-select, implement and/or maintain Salesforce apps like ZoomInfo, Jitterbit, DemandTools, Ringleads, Marketo, Impartner, Hoopla, AHA.Use of DemandTools and Ringleads to manage data records like Accounts, Leads and Contacts Collate, plan, test (Sandbox), implement and communicate Salesforce enhancements, and enable sales and other departmentsTroubleshoot Salesforce issuesHelp design Arcserve’s own Salesforce instance during divesture process, providing valuable information on system processes and collecting Arcserve customer and opportunity data, fields, validation rules and processes (2014)Work with project team on merging Arcserve and StorageCraft’s Salesforce instances, providing crucial information on Arcserve’s existing system setup & processes, aiding the transition to one united Salesforce instance (2021)Create daily Excel bookings vs quota vs commit analysis report, incl Salesforce data via connectorCreate enhanced Indirect Quote and Co-term (Excel) tool as interim “CPQ” system Support Sales & Leadership with ad hoc Salesforce and Excel bookings & pipeline reports & dashboardsStreamline existing sales and related processes, as well as set up new processesEMEA Management Team Award for Operations Execution 2014