Freelancers using Salesforce in BowieFreelancers using Salesforce in Bowie
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Margaret LeDane's avatar
Margaret LeDane
Annapolis, USA
Architecting automated systems for nonprofit & retail ops.
New to Contra
Architecting automated systems for nonprofit & retail ops.
Cover image for CRM Migration: $60K+ Annual Cost
CRM Migration: $60K+ Annual Cost Recovery The Challenge: Annapolis Yacht Sales was overpaying for a complex CRM (Salesforce) that was misaligned with their niche industry needs, resulting in high overhead and fragmented data. The Solution: I led the end-to-end migration to YATCOBoss. I audited digital inventory systems to resolve long-standing inaccuracies, mapped data for 100% integrity, and trained staff to ensure a seamless transition without service interruptions. The Impact: - $60,000+ annual reduction in software overhead. - 100% asset visibility across digital and physical inventory. - Seamless handoff to internal teams for independent management.
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Cover image for Inventory Integrity: Custom 3-Ply Loss
Inventory Integrity: Custom 3-Ply Loss Prevention The Challenge: Annapolis Lighting faced significant inventory shrinkage and untraceable losses across six retail locations due to a lack of visibility into defective merchandise and vendor returns. The Solution: I designed and implemented a proprietary Defective Merchandise Tracking System. Using a 3-ply reconciliation logic (Product/Vendor/Buyer), I created a closed-loop audit trail that accounted for every unit from the moment of defect to the final vendor credit. The Impact: - 15% Reduction in Shrinkage: Reclaimed lost revenue through precise inventory tracking. - 100% Audit Visibility: Provided leadership with real-time data on vendor performance and product quality. - Scalable: Deployed across all 6 locations and the central warehouse.
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Cover image for Systems-Driven Growth: Doubling Donor Participation The
Systems-Driven Growth: Doubling Donor Participation The Challenge: Luminis Health’s blood donor program faced administrative friction and manual scheduling hurdles, resulting in inconsistent donor turnout and high staff overhead. The Solution: I architected a repeatable donor engagement system by integrating Calendly for automated scheduling and designing automated email workflows. I managed high-volume appointments within a HIPAA-compliant EMR system to ensure data privacy and operational accuracy. The Impact: - 100% Increase: Doubled monthly blood donations within the first 30 days. - Zero Manual Friction: Eliminated the need for manual appointment coordination. - HIPAA Compliant: Maintained strict data privacy during high-volume operations.
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Cover image for Healthcare Systems: Automating Volunteer Onboarding The
Healthcare Systems: Automating Volunteer Onboarding The Challenge: Luminis Health Gilchrist Lifecare Institute required a scalable tracking system to replace manual data entry that was consuming 15+ hours weekly and risking compliance gaps. The Solution: I architected a closed-loop integration between a custom data structure and Better Impact software. I designed column-mapped synchronization, automated emails, and engineered the system for 100% audit-ready accuracy. The Impact: 15+ hours reclaimed weekly. 40% faster onboarding lead times. 100% compliance for all healthcare records.
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Salesforce(1)
J Wilt's avatar
J Wilt
District of Columbia, USA
No-Code + Design Expert
8
Followers
FRAMER_EXPERT

expert

No-Code + Design Expert
Cover image for Healthcare Startup
Healthcare Startup
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Cover image for SaaS Product MVP
SaaS Product MVP
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Cover image for Fintech Startup
Fintech Startup
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Cover image for Gogo Aviation
Gogo Aviation
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19
Salesforce(1)
Ricky Tan's avatar
Ricky Tan
Washington, USA
Certified project manager specializing in AI/ML solutions.
Certified project manager specializing in AI/ML solutions.
Cover image for SBIR Proposal for AI/ML Technology Development
SBIR Proposal for AI/ML Technology Development
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Cover image for Autonomous Vehicle Simulation Platform Development for Toyota
Autonomous Vehicle Simulation Platform Development for Toyota
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Cover image for AI Integration and API Commercialization
AI Integration and API Commercialization
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Fannie Mukua's avatar
Fannie Mukua
Bowie, USA
Optimizing ops, boosting marketing impact, driving growth.
Optimizing ops, boosting marketing impact, driving growth.
Cover image for Case Study: CRM Transformation for “StyleHive”
Case Study: CRM Transformation for “StyleHive”
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Cover image for Case Study: Marketing Strategy for "City Bites"
Case Study: Marketing Strategy for "City Bites"
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Cover image for Case Study: Hiring System Optimization for ShopEase
Case Study: Hiring System Optimization for ShopEase
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9
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Mary Beth Shields's avatar
Mary Beth Shields
Edgewater, USA
🌟 Seamless Project & Program Management 🌟
🌟 Seamless Project & Program Management 🌟
Cover image for CRM Database Project
CRM Database Project
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Cover image for Standing Operating Procedures Documentation
Standing Operating Procedures Documentation
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Cover image for Strategic Pipeline Development for Client Success
Strategic Pipeline Development for Client Success
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6
Cover image for Global Project Management Excellence
Global Project Management Excellence
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Salesforce(1)
Gus Gonzalez's avatar
Gus Gonzalez
District of Columbia, USA
Sales Enablement & Video Production Expert 🎥
Sales Enablement & Video Production Expert 🎥
Cover image for Multimedia Marketing Campaign for Tech Launch
Multimedia Marketing Campaign for Tech Launch
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Cover image for Transformative Sales Enablement Video Series
Transformative Sales Enablement Video Series
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Cover image for Full Event Coverage!
Full Event Coverage!
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Company Branded Video Series
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3
Salesforce(2)
Mubashar Iqbal's avatar
Mubashar Iqbal
Washington, USA
🚀 Multisector PM: From Telecom to E-commerce 📈
🚀 Multisector PM: From Telecom to E-commerce 📈
Cover image for E-commerce Analytics Overhaul for Shopify
E-commerce Analytics Overhaul for Shopify
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Cover image for Content Strategy Enhancement for Samsung Electronics
Content Strategy Enhancement for Samsung Electronics
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Cover image for Optimisation of Sales Pipeline Omnipresent
Optimisation of Sales Pipeline Omnipresent
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0
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