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ClickSpeedCRM LLC
Get fast sales & service results with low-code CRM
Overview
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
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.
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
Categories
- Geographic FocusShows the regions where the provider operates or has done business
- United States
- Supported Languages
- English