
Sachin Prasad
Salesforce Consultant
Technology / Internet
About Sachin Prasad:
- Strategic Salesforce Implementation & Optimization:
- Leading the implementation, customization, and optimization of Salesforce to support end-to-end project ensuring alignment with evolving business and CRM objectives.
- Collaborating with cross-functional teams to gather and analyse business requirements, translating them into scalable Salesforce solutions, smart dashboards, and streamlined workflows to enhance operational efficiency.
- Leveraging expertise across Salesforce platforms (Sales Cloud, Service Cloud, Experience Cloud) to drive innovation, system expansion, and digital transformation.
- Operations & System Management:
- Managing day-to-day Salesforce operations through internal ticketing systems, including user setup, profile management, and configuration of fields, layouts, validation rules, and automation to support business-as-usual activities.
- Executing bulk data operations across standard and custom Salesforce objects (Accounts, Contacts, Campaigns, etc.) using tools such as Data Loader, Data Import Wizard, and Workbench.
- Building and maintaining real-time Salesforce reports and dashboards, delivering actionable insights to leadership and operational teams.
- Managing integrations to ensure seamless data flow between Salesforce and external systems: ERP - Certinia, Supply Chain - Chainpoint, Certification - INTACT, Training - Trackstar, Communication -Mailchimp, Ownbackup, Rollup Helper, Conga, S-Docs and Jotform.
- Data Governance & Quality Assurance:
- Driving data integrity initiatives in partnership with data owners and Salesforce champions to ensure clean, accurate, and up-to-date data for decision-making.
- Implementing automated validation rules, reporting mechanisms, and dashboards to enforce data quality and support strategic analysis.
- Tracking and assessing new Salesforce releases and emerging software features, proactively identifying opportunities for continuous improvement.
- Stakeholder Engagement & Training:
- Developing and maintaining system documentation, SOPs, and governance materials to support internal training and digital capacity building across teams.
- Conducting user training and workshops to increase adoption and enhance user experience.
- Vendor & Technology Management:
- Supervising external Salesforce consultants and vendors to ensure timely, high-quality project delivery aligned with business transformation goals.
- Managing vendor relationships for ERP and IVR solutions, including contract negotiation, performance monitoring, and system integration with Salesforce.
- Researching and evaluating emerging technologies and tools to improve process efficiency and support organizational innovation.
Experience
- Strategic Salesforce Implementation & Optimization:
- Leading the implementation, customization, and optimization of Salesforce to support end-to-end project ensuring alignment with evolving business and CRM objectives.
- Collaborating with cross-functional teams to gather and analyse business requirements, translating them into scalable Salesforce solutions, smart dashboards, and streamlined workflows to enhance operational efficiency.
- Leveraging expertise across Salesforce platforms (Sales Cloud, Service Cloud, Experience Cloud) to drive innovation, system expansion, and digital transformation.
- Operations & System Management:
- Managing day-to-day Salesforce operations through internal ticketing systems, including user setup, profile management, and configuration of fields, layouts, validation rules, and automation to support business-as-usual activities.
- Executing bulk data operations across standard and custom Salesforce objects (Accounts, Contacts, Campaigns, etc.) using tools such as Data Loader, Data Import Wizard, and Workbench.
- Building and maintaining real-time Salesforce reports and dashboards, delivering actionable insights to leadership and operational teams.
- Managing integrations to ensure seamless data flow between Salesforce and external systems: ERP - Certinia, Supply Chain - Chainpoint, Certification - INTACT, Training - Trackstar, Communication -Mailchimp, Ownbackup, Rollup Helper, Conga, S-Docs and Jotform.
- Data Governance & Quality Assurance:
- Driving data integrity initiatives in partnership with data owners and Salesforce champions to ensure clean, accurate, and up-to-date data for decision-making.
- Implementing automated validation rules, reporting mechanisms, and dashboards to enforce data quality and support strategic analysis.
- Tracking and assessing new Salesforce releases and emerging software features, proactively identifying opportunities for continuous improvement.
- Stakeholder Engagement & Training:
- Developing and maintaining system documentation, SOPs, and governance materials to support internal training and digital capacity building across teams.
- Conducting user training and workshops to increase adoption and enhance user experience.
- Vendor & Technology Management:
- Supervising external Salesforce consultants and vendors to ensure timely, high-quality project delivery aligned with business transformation goals.
- Managing vendor relationships for ERP and IVR solutions, including contract negotiation, performance monitoring, and system integration with Salesforce.
- Researching and evaluating emerging technologies and tools to improve process efficiency and support organizational innovation.
Education
MBA HR (Distance Learning)
B.Tech (Computer Science)
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