SANJAY VC

Client : Google. Function as a Salesforce Administrator for Google’s sales ecosystem, supporting provisioning, CPQ, and gCLM modules. Manage user provisioning, access controls, and role hierarchies to ensure secure and efficient platform usage. Maintain and optimize Salesforce CPQ configurations including product catalogs, pricing, discount rules, and approval workflows to streamline quote generation. Support gCLM operations by ensuring accurate contract data, smooth renewals, and integration alignment within Salesforce.Perform routine system maintenance, data validation, and troubleshooting to ensure platform reliability and compliance. Develop and manage reports and dashboards to provide business insights and track key performance metrics.

Implemented Salesforce Service Cloud to manage grievance redressal queries for the operations team, ensuring seamless case tracking and resolution. Designed and automated the Lodge Complaint Form on the company website, enabling customers to submit complaints directly into Salesforce as Cases. Configured Omni-Channel Routing to assign cases dynamically to the appropriate operations team members based on priority and workload. Established case escalation rules, SLAs, and macros to improve turnaround time and compliance. Created custom dashboards and reports for monitoring grievance trends, resolution time, and customer satisfaction. Successfully implemented Salesforce Sales Cloud to streamline sales operations for Retail Finance, Supply Chain Finance, Investment Sales, and Fund Management. Designed and customized Lead, Opportunity, Account, and Contact Management processes to align with business needs. Configured Custom Sales Pipelines & Stages to track deal progress for each business vertical. Automated loan origination and approval workflows using Flows & Approval Processes to improve efficiency. Integrated Salesforce with third-party credit scoring (CRIF) & risk assessment tools for better decision-making. Created custom reports & dashboards to track loan applications, approvals, and disbursements in real time. Successfully implemented Pardot to enhance lead generation, email marketing, and automated customer engagement. Integrated Pardot with Salesforce Sales Cloud, enabling seamless lead handoff and tracking. Configured scoring and grading models to prioritize high-value leads for the sales team. Managed landing pages, forms, and form handlers to capture and qualify leads from various marketing channels. Integrated the Lodge Complaint Form with Salesforce using Web-to-Case and REST APIs to capture real-time customer complaints. Developed Flows and Approval Processes to escalate critical grievances to higher management for faster resolution.