Bill Berk

• Designed and delivered global enablement programs for Sales, Marketing, B2B Service, and Unity CDP, enhancing adoption across 1,000+ sales professionals. • Aligned with Product Development and Global Marketing to embed enablement strategies into go-to-market plans, improving time-to-revenue. • Developed and launched Generative and Agentic AI training curriculum for FY26, strengthening sales execution across enterprise accounts.

• Directed full-cycle Oracle Sales Cloud implementations as a Solutions Architect and Project Manager, ensuring business alignment with technical delivery. • Architected custom Lead Infolets for a telecommunications client, improving lead conversion efficiency by 25%. • Implemented tailored Sales Infolets for a utilities client, accelerating sales pipeline visibility and shortening cycle time by 18%. • Coordinated cross-functional Agile teams, enhancing delivery timelines, and client satisfaction.

• Orchestrated end-to-end Oracle Sales Cloud implementations, overseeing solution design, deployment, and data migration for diverse industries. • Delivered tailored CRM solutions for nonprofit, disaster management, waste management, and logistics clients, boosting adoption and efficiency. • Produced executive dashboards and analytics, enabling data-driven decision-making, and improved sales targeting.

• Defined enterprise CRM architectures, documenting functional and technical designs across multi-cloud landscapes. • Led global delivery teams, integrating Sales Cloud with Marketing Cloud, and Service Cloud, ensuring seamless interoperability. • Facilitated design workshops with stakeholders and SMEs, translating business needs into scalable, technical solutions. • Delivered successful CRM implementations for medical devices, consumer electronics, and civil engineering firms.

• Completed the internal Engagement Manager training program, focused on Salesforce project delivery and client leadership. • Collaborated with senior consultants to refine client engagement models and solution adoption strategies. • Applied program insights to improve pre-sales solution presentations, and stakeholder communications. • Strengthened readiness for leadership roles in CRM consulting practices.

• Executed five Sales Cloud implementations across the energy, electronics, finance, and real estate sectors, driving measurable ROI. • Integrated Sales Cloud with Service Cloud, Marketing Cloud, and Epicor ERP, streamlining workflows and reporting. • Delivered client-facing demos and workshops, accelerating stakeholder buy-in, and deployment timelines. • Built custom forecasting dashboards, enhancing revenue predictability and pipeline management.

• Managed the Siebel 8 upgrade for a global education client, improving system scalability and performance. • Led the internal Microsoft Dynamics CRM migration to Oracle Sales Cloud for the CX/CRM Practice, reducing maintenance costs, and standardizing processes. • Executed CRM On Demand implementation for a consumer goods company, optimizing customer data visibility. • Mentored junior consultants to increase project delivery efficiency and solution expertise.

• Architected and delivered a full-cycle Salesforce CRM implementation for a nonprofit chapter. • Configured workflows and automation to support membership management and event tracking. • Administered and maintained the Salesforce environment, ensuring platform stability and user adoption. • Developed reports and analytics, enabling leadership to measure engagement and campaign effectiveness.

• Enhanced CRM workflows by optimizing account categorization and improving data integrity. • Developed tailored reports and dashboards, expediting access to insights for sales leadership. • Integrated CRM platform with an external sales intelligence solution, strengthening lead targeting accuracy. • Increased adoption by streamlining system usability and ensuring alignment with sales processes.

* Member since 2007

• Designed and implemented new CRM workflows to support healthcare IT management consulting operations. • Configured the CRM platform to improve opportunity pipeline visibility and won opportunities tracking. • Created executive dashboards to provide leadership with real-time insights. • Streamlined marketing and sales processes, boosting operational efficiency, and client satisfaction.

Marketing