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ClickSpeedCRM LLC
Get fast sales & service results with low-code CRM
- Certified PeoplePeople employed by the consultant who hold Salesforce certifications that align to competencies
- 1
- CertificationsThe number of certifications held by people at this organization that align to competencies
- 4
I accelerate ROI with low-code solutions. Get your people excited about time-saving tools, fast roll-outs and measurable results. I’ve been a CMO and COO - and a Salesforce "Golden Hoodie" - so I can show business leaders how to hit the easy button
Description
My 20+ year career at NYL, UBS and E*TRADE includes COO and CMO roles, P&L oversight, a background as a journalist and floor trader, and broad experience in a range of critical functions: digital transformation, marketing, sales, service, P&L management, CRM, Salesforce, cloud-based integrations, process improvement, customer experience, product development, and team building. Salesforce Certified Agentforce Specialist - Salesforce Certified AI Associate - Salesforce Certified Administrator (SCA) - Salesforce Platform App Builder Certification - Series 24, Registered Principal, FINRA - Series 7, Registered Rep, FINRA - Series 99, Operations Professional, FINRA
Highlights
I managed a Salesforce platform rollout for TIAA, one of the world's largest retirement plan providers. The new platform generated thousands of leads and opportunities weeks after launch.
As COO for New York Life’s annuity business I linked marketing, sales and service on Salesforce and other low-code CRM platforms. In 2022 we closed a record $13.2B in sales - more than double 2021 - while reducing staff (with no layoffs).
At New York Life we cut processing times more than 50% via workflow changes and process automations. #1 annuity seller in 2022. #1 in J.D. Power annuity customer satisfaction in 2020 and 2021.
ClickSpeedCRM LLC's Impact
Pledge 1%
This company pledges 1% of their product, profit, equity, or time to support the community.
Provider Details
I help companies accelerate Salesforce ROI with low-code solutions. Get your people excited about time-saving tools, fast roll-outs and measurable results. I’ve been a CMO and COO - and a Salesforce "Golden Hoodie" - so I can show business leaders how to avoid complication and hit the easy button. Leading CRM for TIAA's Retirement Solutions business I managed a Salesforce platform rollout for all of TIAA, including our B2B and B2C sales teams and service group, in total more than 5,300 people across the company. The new platform generated thousands of leads and opportunities weeks after launch. As COO for New York Life’s annuity business I linked marketing, sales and service on Salesforce and other low-code CRM platforms. I also led customer service and our distribution network of 300 banks and broker-dealers. In 2022 we closed a record $13.2B in sales - more than double 2021 - while reducing staff (with no layoffs). That was the result of 8 years of technology upgrades, process improvements and moving people to better work with brighter futures. My 20+ year career at NYL, UBS and E*TRADE includes COO and CMO roles, P&L oversight, a background as a journalist and floor trader, and
Geographic Focus
United States
Languages
English